Brokerage morning meeting highlights: Bullish on investment opportunities in the Commercial Property Sector in 2025.

At today's brokerage morning meeting, Guotai HAITONG SEC proposed to prioritize allocation to leading brokerages with significant comprehensive advantages and stronger cross-border asset allocation capabilities; GF SEC believes that the coal price median may decline in 2025, and leading companies are expected to maintain overall stable profitability; HTSC expressed a Bullish outlook on investment opportunities in the Commercial Property Sector for 2025.

cls.cnApr 28 19:46 ET

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