Highlights today
•Ministry of Finance: In order to support economic development, it decided to issue a face value of 750 billion yuan in 2022 special treasury bond
html ml3•Shenzhen: holds a global investment conference, issue consumption coupons in multiple districts, and starts a crazy money-making model
Shandong: Recently, the Provincial Department of Commerce plans to organize enterprises to go abroad to grab orders and market
Foshan : The purchase restrictions in the entire region will be cancelled, and purchase new houses in three core streets will be restricted for 3 years
•Shanghai Stock Exchange : Since 2022, the total real estate financing amount has been achieved by 197.5 billion yuan
•Shanghai: The fourth batch of land auctions has slightly warmed up, and all 6 plots of land have been sold, and the transaction volume of is nearly 12.7 billion yuan
01
Macro information
★【Ministry of Finance】Not on December 9 that in order to raise financial funds and support the development of the national economy and social undertakings, The Ministry of Finance decided to issue special treasury bonds for 2022. This period of treasury bonds are three-year fixed interest rate interest-bearing bonds with a face value of 750 billion yuan. Special treasury bonds will be listed and traded from December 12. This is the fourth time in my country's history to issue special treasury bonds . The first three issuances were in 1998, 2007 and 2020, with a quota of 270 billion yuan, 1.55 trillion yuan and 1 trillion yuan respectively.
★【State Council】On December 9, The State Council’s Joint Prevention and Control Mechanism issued a notice on the health service plan for key populations of COVID-19, adhering to the principle of classification and grading and highlighting key points. It is divided into three categories according to the underlying disease situation, the new coronavirus vaccine vaccination status, and the degree of post-infection risk: key population (high risk), subkey population (medium risk), and general population (low risk). It is marked with red, yellow and green respectively. The colors are different and the service content is different.
★【Shenzhen】 After relaxing epidemic control, Shenzhen has started a crazy money-making model. In addition to chartering flights abroad to discuss business, we also bring in foreign business. On December 9, the Shenzhen Global Investment Promotion Conference officially opened. Representatives of the Fortune 500 companies and representatives of many technology companies were invited. The whole network of the world was collaborated to hold overseas sub-venue activities in key cities such as New York, Paris, and Tokyo to promote project cooperation. In addition, has recently issued a new round of consumption coupons in many districts to fully stimulate economic development.
★【Shandong Provincial Department of Commerce】 issued a notice on December 8. In order to help enterprises go global to seize orders, expand markets, and promote stable and quality improvement of foreign trade, Provincial Department of Commerce plans to organize enterprises to go to Japan, South Korea, Vietnam, Malaysia , and EU in batches from mid-December 2022 to mid-January 2023.
02
Local new policies
★【Foshan, Guangdong】 issued the "Notice on Further Optimizing Real Estate Regulatory Policy". The new policy clearly states that starting from December 10, newly built commercial housing purchased in Zumiao Street, Chancheng District, Foshan City, Guicheng Street, Nanhai District, and Daliang Street, Shunde District, must be listed for trading for 3 years from the date of the commercial housing sales contract online registration. The above-mentioned areas have suspended the implementation of housing purchase restrictions.
[Hubei Enshi] Farmers who voluntarily vacate their homesteads and go to the city to buy houses, and provide subsidies to sell price-limited commercial housing . The sales price of commercial housing limited price and the housing purchase subsidy standards shall be determined by the people's governments of each county and city based on actual conditions.
★【Beijing】Housing Provident Fund Management Center issued the "Notice on Phased Extension of Housing Provident Fund Measures to Help Enterprises and Alleviate Difficulties" on December 9, stating that Due to the impact of the epidemic, units that pay Housing Provident Fund Housing Provident Fund can apply to delay the payment of housing provident fund before June 30, 2023.
★【Nanbu County, Nanchong City, Sichuan】 First-home Provident Fund Loan down payment ratio implements a 20% policy, and the down payment ratio for second-home provident fund loan is reduced from 40% to 30%. For families with two children and three children who meet the national birth policy, the current implementation standards will increase the 5.1 million yuan and 200,000 yuan quota of provident fund loans respectively.
03
Market situation
★【Real Earnings Financing 】 According to the WeChat account of the "Shanghai Stock Exchange Release" on the 9th, since 2022, the Shanghai Stock Exchange has actively connected with key private enterprises, continued to track, provided personalized financing services, focused on solving difficulties and bottlenecks, and supported private enterprise issuance companies to raise bonds 23.4 billion yuan. Adhere to classified measures, maintain reasonable and moderate financing of real estate companies in the bond market, and support stable private real estate companies to restore their financing capabilities, achieving a total real estate financing of 197.5 billion yuan.
★【Shanghai Land Auction】On December 9, Shanghai completed the fourth round of centralized land auctions, and all the listed six plots were successfully sold, with a total construction area of 638,000 square meters and a total transaction amount of 12.68 billion yuan. Most of the six plots of land supplied by this time are located in the suburbs, and the three plots are comprehensive plots, and the price of floor slabs is maintained at a low level; in terms of popularity, driven by the capping transactions of two large-scale plots of Baoshan Gongfu and Qingpu Zhaoxiang, the overall premium rate of has slightly increased compared with the third round of centralized land supply, increasing to 3.69%, and the popularity is second only to the second round of four rounds of centralized land supply this year.
04
real estate company dynamics
[Longhu Group] On December 9, Longhu Group issued an announcement stating that it had completely redeemed the US$300 million priority notes that expired in 2023; so far, in 2023, Longhu has no maturing US dollar bonds.
[ Jianye Group ] Bank of China (601988) Henan Branch signed a cooperation agreement with real estate companies such as Jianye Group on December 5, providing an intentional credit amount of RMB 20 billion.
[ Poly Development ] S&P expects Poly's sales recovery speed to exceed peers, and it will upgrade its rating to "BBB" on December 9.
[Xinli Holdings] On December 7, the Hong Kong High Court of issued a liquidation order to Xinli Holdings at the hearing, and Xinli Holdings became another real estate company that was liquidated by 100 billion yuan.
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