The real estate trend is changing, and these stocks need support

Yesterday saw a surge, but what caught people's attention the most was how the last trading day before the holiday unfolded. In fact, as the saying goes, taking a total of three days off is just one more day than usual, so there's really no need to worry too much.

If we say that the policy is king during this period, I think no one dares to disagree. Lao Gai has already implemented multiple policies in a row, and today we will continue to implement the policy of renovating shantytowns.

5month24On the day, the Prime Minister held a meeting to discuss the future3The annual shantytown renovation target was mentioned in the meeting to be fulfilled1The commitment of one billion people living in shantytowns, according to the current progress, will be2020Completed annually. At the same time, the monetization of shantytown renovation has been increased to60%Above all, this means that special funds are used for specific purposes, which is a good opportunity for some enterprises in the current tight funding situation in the real estate industry.

Simply put, in situations where financing is difficult, it is more conducive to the performance of leading enterprises. In addition, if shantytown renovation adopts the method of consuming local inventory, the development and construction of existing projects, as well as the acquisition of land for new projects, will greatly improve the growth rate of real estate investment.

As far as the rebound of real estate is concerned, the focus is on leading enterprises and cities with more third and fourth line layout. I will sort out the details and see the real-time update of my official account if necessary.

On the last trading day before the holiday, without further ado, we need to study the policies thoroughly in May and avoid any disturbances in June. Follow concept enthusiasts (WeChat)ID：GNAHZ007）Dig deeper and expose more thoroughly.