China Mainland Real Estate
- 348.260
- -14.084-3.89%
This year, the cumulative issuance of real estate bonds decreased by 20% year-on-year, indicating a possible policy turning point.
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Daily real estate industry dynamics summary (2024-11-11)
According to the data from the People's Bank of China, at the end of the third quarter of 2024, the balance of RMB real estate loans was 52.9 trillion yuan, a decrease of 1% year-on-year. Among them, the balance of RMB real estate development loans was 13.79 trillion yuan, an increase of 2.7% year-on-year, with a growth rate 1.2 percentage points higher than the end of the previous year, increasing by 638.5 billion yuan in the first three quarters. The balance of personal housing loans was 37.56 trillion yuan, a decrease of 2.3% year-on-year.
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The 10 trillion debt-to-equity swap is here! A-shares are expected to strengthen, these sectors may benefit.
On November 8th, the 12th meeting of the 14th National People's Congress Standing Committee (hereinafter referred to as the "meeting") concluded. The meeting reviewed and approved the most significant debt-to-equity swap measures in recent years, attracting high market attention.
First-time home loan interest rates in cities such as Hangzhou, Nanjing, and Suzhou have returned to the "3" level. The interest rate for provident fund loans may be even further reduced due to inversion.
Hangzhou, Nanjing, Suzhou and other places have successively adjusted mortgage interest rates. Industry insiders believe that in the current stabilization trend of the real estate market, cities raising the lower limit of mortgage interest rates have a certain significance as an indicator.
Daily real estate industry updates summary (2024-11-07)
A bank of china employee in the Guangzhou area told reporters that the branch has received a notice stating "the new mortgage interest rate shall not be lower than 3%". Starting from November 7th, the new mortgage interest rate in the Guangzhou area will be implemented at 3%.
Daily real estate industry dynamics summary (2024-11-06)
Recently, the China Banking and Insurance Regulatory Commission and the Ministry of Housing and Urban-Rural Development jointly held a training session on expanding the scope and improving the effectiveness of policies for the "white list" projects in the urban real estate financing coordination mechanism.
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Daily real estate industry updates summary (2024-11-05)
Recently, local mortgage rates have decreased significantly following the LPR decrease, with the phenomenon of 'breaking the 3s and entering the 2s' becoming common. It is worth noting that in many cities, the commercial loan interest rates have exceeded the lower limit of housing provident fund interest rates, resulting in an inverted rate situation. 'Low cost, low interest rates were originally the core advantages of the provident fund. When they are on par with commercial loans, the competitive advantage is greatly weakened.' Li Yujia, chief researcher at the Guangdong Housing Policy Research Center, predicts that the provident fund interest rates will continue to be lowered in the future.
Daily real estate industry news summary (2024-11-04)
According to the data from the China Index Research Institute, the sales of the top 100 real estate companies in October amounted to 496.386 billion yuan, a month-on-month increase of 67.45%.
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Ke Rui: In October, the new housing supply hit a new low while transactions increased by 44% compared to the previous month. The bullish policies in first-tier cities significantly boosted trading volume.
In October, due to the continued fermentation of the bullish new policies in core first- and second-tier cities, overall transactions returned to the high levels of the year. In November, with the diminishing bullish effects of the new policies and the addition of seasonal factors, the market's growth momentum is expected to slow down slightly.
The sales of the top 100 real estate companies in Silver October have turned the corner, with over 80% performance growth compared to the previous month.
①Affected by favorable policies and real estate developers' promotions, the sales of the top 100 real estate companies in October achieved a year-over-year positive growth for the first time this year. ②Among them, 83 real estate companies saw a month-on-month sales increase, with 33 more compared to September; 38 real estate companies experienced a year-on-year sales growth, with 22 more than in September.
Daily real estate industry dynamics summary (2024-11-01)
The journalist learned from the Ministry of Housing and Urban-Rural Development that in October this year, there has been a turning point in the continuous decline of commodity housing sales area year-on-year. Analyzing the year-on-year data can help understand market trends.
How effective is the combination of measures in stabilizing the real estate market? The Ministry of Housing and Urban-Rural Development has recently announced, the first time in 17 years.
At the end of September, how effective is the combination of measures to stabilize the real estate market? The Ministry of Housing and Urban-Rural Development (referred to as the "Ministry of Housing and Urban-Rural Development") has released the latest data.
China Real Estate Research Institute: The stabilization trend has emerged. The decline of second-hand house prices in core cities in October has slowed down.
In October, the average price of newly built residences in one hundred cities was 16,532 yuan per square meter, with a month-on-month increase of 0.29% and a year-on-year increase of 2.08%.
Daily real estate industry updates (2024-10-31)
Industrial and commercial banks, Agricultural Banks, Bank of China, China Construction Bank Corporation, Bank of Communications, and Postal Savings Banks, the six major commercial banks, announced today (31st) that starting tomorrow (November 1st), they will successively implement a new pricing mechanism for commercial individual housing loans.
Rules for the normalization of existing house loan interest rates have arrived! Understand with one article.
1. Preliminary statistics show that as of October 28, 21 national banks have completed batch adjustments, totaling 53.667 million transactions, reducing the stock mortgage interest rates by 25.2 trillion yuan. 2. After this round of batch adjustments, the stock mortgage interest rates have dropped to 3.3%. If the gap between stock and new mortgage interest rates exceeds 30 basis points, it will trigger a new round of reductions in stock mortgage rates.
Vanke: The revenue in the first 9 months of this year is 219.9 billion yuan.
According to the data released by Vanke, revenue reached 77.12 billion yuan in the third quarter of this year, with a cumulative operating income of 219.89 billion yuan from January to September. Vanke disclosed that as of the end of September this year, the company's net debt ratio was 66.2%, and the asset-liability ratio excluding advance receipts was 65.4%.
The proposal of "stabilizing the decline" has been put forward for a full month. In October, the real estate market in first-tier cities showed signs of warming up: leading by Guangzhou and Shenzhen, followed closely by Beijing and Shanghai.
1. Since the political bureau meeting at the end of September proposed the concept of "stabilizing the decline", it has been a full month, with the real estate markets in first-tier cities showing signs of heating up and stabilizing. 2. Looking at the transaction data from first-tier cities in October, the market dynamics in Guangzhou and Shenzhen are significantly better than in Beijing and Shanghai.