Real estate stocks have soared recently. What is this signal? We know that real estate sales fell again in the first three quarters of 2022, housing prices were falling, and development investment was also falling.

Real estate stocks have soared recently. What is this signal? We know that real estate sales fell again in the first three quarters of 2022, housing prices are falling, and development investment is also falling.

Recently, the light of famous enterprises Xuhui actually lit up a red light. However. When I woke up, it was amazing. The real estate sector suddenly became popular in . , and many private real estate companies even increased by more than 10%. If you study carefully, not only did it rise sharply today, but in fact, real estate stocks have been changing frequently recently. Since November, the cumulative increase of Country Garden has exceeded 70%, and Xuhui has also risen by 50% at one time, because the boss once plummeted by 40% after retirement. The stock price of Longhu not only grew back to the time before the change of coach, but has now returned to the market value of 100 billion yuan. What’s even more exaggerated is that real estate companies such as Blu-ray and Taihe are also rising, and China Fortune Land Development and Sunshine City directly hit the daily limit . Someone said, what medicine did the real estate industry that has sustained its life in ICU have taken?

The so-called arrow through the cloud , thousands of troops will meet. It turns out that yesterday the country shot the second arrow at capital market . As soon as this arrow shot out, the entire real estate stocks rose to the daily limit, and a large number of real estate bonds that had been cut in half also appeared more than 30%. Talking about what you might ask, what are the three arrows? It refers to the financing policy introduced in 2018. It is mainly aimed at the time when some private enterprises encounter difficulties in financing, . People's Bank of China will provide credit to the market with relevant departments, bond and stocks, three financial tools to support their financing, so it is known as the Three Arrows!

So, we see November 1st. The China Real Estate Association and Zhongzai Credit Reporting Company convened a symposium on 21 private real estate companies, and clearly increased the support for bond issuance and . On November 8, the Interbank Market Trading Association also released a message to support private enterprises in issuing bond financing, with an estimated amount of 250 billion yuan. Private real estate companies are also within the scope. On November 9, the credit enhancement company opened registration to private real estate companies, filled out a project demand intention form and put forward credit requirements. Then, these three shots were given three shots of financing to the market. The effect was immediate, but the real estate market had not had time to react. In the stock market, a carp first came to support it, and real estate stocks rose. Objectively speaking, the biggest difficulty facing private real estate companies at present is that they really can’t borrow money in the open market. Pacific Securities analyzed that this year, private real estate companies have dropped by more than 80% in each month compared with the same period last year, and most private real estate companies have actually no ability to refinancing. In the past, they always liked to borrow money outside because the threshold was low, after the explosion. This road is basically impossible to go through. In May and October this year, there are rare overseas zeroes. You can borrow money at home, but most of them are just willing to lend it to the national team. Data from Huatai Securities shows that in the first half of this year, the scale of domestic bond issuance of all real estate companies, and real estate companies with backgrounds in China's central enterprises accounted for 93%, which also means that the water pressure cannot be kept in the cup of private real estate companies. So, if the real estate industry is in sorrow now, then private enterprises? It is even more difficult, almost in a state of thunder blocking the screen. With his own strength, he can no longer save himself, so he can only rely on external forces, such as Yang? In fact, it is not whether private real estate companies want to issue refinancing or not, but they cannot issue them at all. For example, as the second arrow to support private real estate companies, bond financing . In reality, the financing function has long been lost and is almost in a state of shutdown. Why do you say so? Because the bonds of private real estate companies on the market are not valuable, so no one buys the bonds of private real estate companies, because now, real estate seems to be a plague god, and everyone is afraid to avoid it. Who dares to borrow money, especially to private real estate companies? You see, there are three red lines for real estate financing. Most real estate trusts also fail, either in the short term or overdue. Builders and material manufacturers are holding a lot of commercial tickets to be exchanged. Real estate now looks like a bottomless pit.So why does the central mother need to save real estate at this time? To be precise, it is not just about real estate, but about the owners of the prospectus housing industry to allow the project to be delivered smoothly in the future. Because in addition to stabilizing the economy and promoting employment, the most important thing is that it is a people's livelihood project. If the house cannot be sold, the money cannot be borrowed, and if it expires, it will develop freely. Without external intervention, the entire industry will explode, and the consequences will be unimaginable. So, we see that local governments are struggling with real estate funds, and financial institutions purchase pre-sale houses as affordable housing. policy bank 's special loan for the nursing building and the issuance of credit villages by private real estate companies. However, does the above mean that the storm real estate companies have the opportunity to go ashore? It is too early to be happy because financing is just an auxiliary means. Private real estate companies have to rely on themselves to be able to support themselves because the money is borrowed. Is it true that you should pay it back? And the houses are really hard to sell now. From January to October this year, the overall sales amount of the top 100 real estate companies plummeted by 44% year-on-year compared with last year, breaking through ten real estate companies by 36.5%, breaking through 20 real estate companies by 52.4%, breaking through 30, down 54%, and they are already the best-selling real estate companies.

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