In April, the LPR remained unchanged. Industry insiders expect that the policy interest rate cuts in the second quarter will lead to a reduction in the LRR, and there is room for a decrease in mortgage rates within the year.

① Considering the changes in the external economic and trade environment, as well as the trends in the domestic Real Estate market and prices, industry insiders believe that the timing for "selective reductions in reserve requirements and interest rates" in the second quarter has matured, with the possibility of it occurring as early as April. ② The industry determines that the current interest rate cut may reach 30 basis points, similar to the total reduction for the previous year. This indicates that the next substantial policy-driven interest rate cuts will lead to a decrease in the LPR Quote, which in turn will guide the reduction of loan interest rates for businesses and households.

cls.cnApr 20 21:50 ET

Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.

In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.

cls.cnApr 17 20:23 ET

National Bureau of Statistics: From January to March, national Real Estate Development investment decreased by 9.9% year-on-year.

According to data from the National Bureau of Statistics, from January to March, national Real Estate Development investment reached 1990.4 billion yuan, a year-on-year decrease of 9.9% (calculated on a comparable basis); among them, Residence investment was 1513.3 billion yuan, a decrease of 9.0%.

cls.cnApr 15 22:07 ET

Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.

In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.

cls.cnApr 10 20:14 ET

Brokerage morning meeting highlights: Tariff policies are disruptive, and the duty-free industry is expected to potentially benefit.

In today's brokerage morning meeting, Cathay HAITONG SEC believes that tariff policies may benefit the duty-free industry; HTSC states that the Real Estate Industry is entering a new policy window; China Securities Co.,Ltd. points out that the asset allocation model indicates an improvement in Gold signals.

cls.cnApr 9 20:46 ET

Due to violations of relevant listing rules, the Sichuan-based dark horse real estate company LEADING HLDGS has been reprimanded by the stock exchange, with a gross margin of only 1.3% in 2024.

① The company and its chairman and CEO Liu Yuhui were publicly reprimanded by the Stock Exchange; ② The Stock Exchange pointed out that Liu Yuhui was aware of the forced sale but did not clarify or provide updated information to the public or the Stock Exchange; ③ According to the company's Earnings Reports, its gross margin for 2024 is 1.3%; ④ Regarding the company's performance in 2024, the independent auditor clearly stated, "No opinion is expressed on your group's consolidated financial statements."

cls.cnApr 9 01:18 ET