At present, the real estate industry, environmental protection industry, home decoration and building materials, education industry, securities and finance and other industries are in the industry trough and risk-sensitive period. Regarding the fact that the country has gradually increased its support for the real estate industry in recent months, today we will study the development opportunities and investment value of the real estate industry through trend quantitative analysis and my personal understanding of the real estate industry.
In recent years, many friends have believed that the real estate industry is a sunset industry. At the same time, some friends who are engaged in real estate project development have the main task of solving the problem of breaking the capital chain in recent years. However, when we look at China's real estate market from the perspective of social supply and demand relations and industrial development, we are facing a historic development opportunity like the transition from fuel vehicles to new energy vehicles . However, this industry has a long cycle and slow effect. The improvement of the ecological system requires the overall pull of all sectors of society.
I firmly believe that the future innovation period of the international real estate market structure and business model has begun, from the smart living project in the new era to the integrated operator of smart community . The traditional model of first-level developers speculating on land, while the traditional model of second-level developers building houses and selling properties is no longer feasible. Now, the ability to acquire land must be infused with community operations and business models.
At the same time, the city's intelligent and integrated construction and operation needs are more obvious now. From architectural style, community and interior layout and supporting facilities, more design elements need to be considered, from the sense of technology, humanization, livable performance and commercial supporting facilities to property service capabilities.
In the next real estate projects, customers will have a more urgent need for hotel-style services and professional community characteristics. From geo-economic to the shaping of commercial style of the professional circle, it will become the focus of real estate project developers and operators in the competition in the industry.
Now the real estate industry is facing several important opportunities:
1, old city renovation in first- and second-tier cities and comprehensive intelligent upgrades in cities. This project is huge. Early cities such as Hong Kong, Guangzhou, and Shanghai are now facing the problems of urban construction and implementation updates mainly in real estate.
2. The country’s current series of measures to promote housing guarantees and handover have brought a glimmer of vitality to the anxious real estate market. However, how to enable private real estate companies to successfully solve the capital chain problems like state-owned enterprises also requires reasonable designs from the business model and loan or relief model.
3. The design and development of aging communities and rural urbanization construction projects and the exploration of integrated agricultural operation models is an opportunity for the rapid development of the housing pension model.
For current real estate listed companies, due to the sluggish stock prices, there is huge room for speculation in the next 1-5 years, so some listed companies with current stock prices at the top of the monthly line level of chemical, winemaking, auto parts and new energy vehicles, and medical beauty type participated in the targeted share issuance of real estate companies and the reorganization of equity and business, thereby realizing the optimization of the equity structure and capital structure of real estate companies. This is a practical solution.
Next, we analyze the real estate industry index and related stocks through the trend quantitative algorithm to study what stage the current industry economic cycle and investment value are in?
1. Real Estate Development Index:
2. Quantitative analysis of monthly level graph trends of individual stocks in real estate development industry [part]:
2. Quantitative analysis of monthly line-level graphical trends of individual stocks in real estate development industry [part]:
1, VankeA
2, Poly Development
3, Jindi Group
4, China Merchants Shekou html l8
5, 000 Enterprises
6, Binjiang Group
7, China Communications Real Estate
https://www. ml78, Huafa Co., Ltd.
9, Xincheng Holdings
10, Shoukai Co., Ltd.
Above ten listed companies are selected based on the individual stock trading volume rankings of the real estate development industry on October 29, and the analysis results are very long. At the same time, the special statement is that the results of the quantitative trend analysis are not used as investment advice or investment basis.
value return means investment opportunities. Only by focusing on the process management of each investment plan can we get the profits we deserve as investors and control the cyclical and industry-leading investment risks. As time goes by, the spring of the real estate industry has gradually come like us in the long bear market. Finally, I will reiterate:
The real estate industry is now facing several important opportunities:
1, the old city renovation of first- and second-tier cities and the comprehensive intelligent upgrading of cities. This project is huge. Cities such as Hong Kong, Guangzhou, and Shanghai that developed early in the process are now facing the problems of urban construction and implementation updates mainly based on real estate.
2. The country's current series of measures to promote housing guarantees and handover have brought a glimmer of vitality to the anxious real estate market. However, how to enable private real estate companies to successfully solve the capital chain problems like state-owned enterprises also requires reasonable designs from the business model and loan or relief model.
3. The design and development of aging communities and rural urbanization construction projects and the exploration of the integrated agricultural operation model is an opportunity for the rapid development of the housing pension model.
For current real estate listed companies, due to the sluggish stock prices, there is huge room for speculation in the next 1-5 years. Therefore, some listed companies with current stock prices at the top of the monthly level of chemical, winemaking, automobile parts, new energy vehicles, and medical beauty companies that are currently at the top of the monthly level participate in the targeted share issuance and equity and business restructuring of real estate companies, thereby achieving the optimization of the equity structure and capital structure of real estate companies. This is a practical solution.
That’s all for today’s sharing, see you in the next article.
