Changes in Hong Kong stocks | Domestic housing stocks rose better in the first half of the year than expected, and real estate policy expectations increased again in the second half of the year

The Zhitong Finance App learned that domestic housing stocks had the highest gains. As of press release, Sunac China (01918) rose 7.55% to HK$0.57; Longhu Group (00960) rose 6.07% to HK$7.16; Yuexiu Real Estate (00123) rose 4.75% to HK$3.75; and Vanke Enterprise (02202) rose 3.33% to HK$2.48.

According to the news, on July 15, housing prices in 70 cities and real estate development and sales data for the first half of June were released. At a press conference held by the Information Office of the State Council on the same day, Mao Shengyong, deputy director of the National Bureau of Statistics, said that judging from the relevant data for the first half of the year, the results of the policy are gradually showing, and there have been some positive changes in the real estate market.

Changjiang Securities released a research report saying that objectively speaking, despite the recent marginal weakening of real-time second-hand transaction volume and price data, the fundamental performance of key cities in the first half of the year, especially Beijing and Shanghai, was higher than market expectations. Referring to historical experience, the urgency of introducing strong short-term policies may be relatively low. The bank pointed out that the fundamentals of the industry weakened marginally during the off-season, and when a major conference was approaching, the capital market's attention to real estate policies was once again increasing.