Number One said: Faith is that you believe in me
On the afternoon of March 16, A shares and domestic housing stocks staged a Jedi counterattack, and the housing stocks that had been pressed below the horizon finally ushered in a retaliatory rise.
Longguang Group soared 23.31%, Xuhui Holding Group soared 23.25%, Country Garden soared 15.16%, Aoyuan, Longhu and other housing enterprises have soared more than 19%... There is quite a posture of real estate rejuvenation.
At the A-share level, the leading real estate enterprises did not rise much, only Vanke A rose by 4.8%, which is to save the face of the leading big brother. Ironically, Taihe Group rose and fell on the same day, announcing in the evening that its chairman was taken away to assist in the investigation.
Originally, on the morning of the 16th, the housing stocks and A shares were still dead, and Xuhui Holding Group once fell by 11%. At noon, a press release from the Financial Commission activated the entire market.
The press release elaborated on the main contents of the meeting of the Financial Commission on the same day, which mainly talked about macroeconomics, real estate, Chinese stocks, Internet manufacturers and so on.
Therefore, on the evening of the 16th, the US stock shell (BEKE), which combines the above four concepts, jumped 40% at the opening, trading for less than an hour, and the increase expanded to 60%.
We are really lucky this year, less than 3 months after the beginning of 2020, we experienced the backbone of A shares being broken, the collective annihilation of Chinese stocks, and the instantaneous decline of Hong Kong stocks by 90%...
The capital market is really full of thousands of sails and unlimited life.
As soon as the meeting of the Financial Commission was completed, the big men of the five parties rushed to convey the study, profoundly understand, deploy and implement, and express their positions one after another.
Although the press release of this meeting is plain, from the perspective of the height of the position of all parties after the meeting, the instructions and height conveyed at the on-site meeting should be the top and severe.
Therefore, the power of this time cannot be underestimated.
If you connect the various focuses of the conference, real estate is undoubtedly the meeting point. So the tone of this meeting is set, "room or win the most".
Before this, the various statements and policies for real estate, although there have been many statements or loose, or promoted, or supported, but in the end, housing enterprises found that it is still from the statement to the statement, "You have to take some practical action!" ”
So this time, the parties expressed their position very quickly.
The Banking and Insurance Regulatory Commission clearly stated that it is necessary to adhere to the positioning that houses are used to live, not to speculate, continue to improve the long-term real estate mechanism of "stabilizing land prices, stabilizing house prices, and stabilizing expectations", actively promote the transformation of the real estate industry, encourage institutions to carry out M&A loans in a sound and orderly manner, focus on supporting high-quality housing enterprises to merge and acquire high-quality projects of difficult housing enterprises, and promote the virtuous cycle and healthy development of the real estate industry.
Immediately after that, the central bank said: We must adhere to the stability of progress, prevent and resolve the risk of the real estate market.
The CSRC has made it clear that it will actively cooperate with relevant departments to effectively resolve the risks of real estate enterprises.
The most affordable is the news released by the Ministry of Finance through Xinhua News Agency:
Considering the situation in all aspects, there are no conditions for expanding the pilot cities of real estate tax reform this year.
Yes, the real estate tax has been hung up again during the term of office of the current government. This big killer is about to become a night pot, whether there is one or not, even if you hit the mouth cannon first, you can influence the market.
Even the State Administration of Foreign Exchange has also expressed its position to cooperate with relevant departments to promote the healthy and stable development of the real estate market.
Five dragon balls gathered, some insiders joked, this is to let the fellows not run, confidence support ah!
The background of this meeting of the Financial Commission is actually very grim, behind which there are complex geopolitical factors, international financial market games, international economic order discourse rights, etc. It can be said that it is a "dispute over national fortunes", behind which is also a contest of national comprehensive strength. Real estate is just one part of the equation.
The clearer reality is that data released by the central bank shows that medium- and long-term loans (mainly mortgages) for residents fell by 45.9 billion yuan in February, which is the first negative growth in 15 years.
As well as the national economic operation data released by the National Bureau of Statistics for the first two months, such as real estate development investment increased by only 3.7%. The sales area of commercial housing in the country was 157.03 million square meters, down 9.6% year-on-year; the sales of commercial housing were 1,545.9 billion yuan, down 19.3%, of which residential sales fell by 22.1%.
Another example: "Real estate development enterprises have funds in place of 2,514.3 billion yuan, down 17.7% year-on-year." Among them, domestic loans were 410.5 billion yuan, down 21.1% year-on-year; the use of foreign capital was 700 million yuan, down 27.4%; self-financing was 775.7 billion yuan, down 6.2%; deposits and advance receipts were 802.7 billion yuan, down 27.0%; personal mortgage loans were 412.4 billion yuan, down 16.9%. ”
Even the data of the Bureau of Statistics has a taste of "digital economy", but the situation is quite grim. At this time, the real estate industry, which accounts for more than 10% of the total GDP contribution, must not have problems.
Therefore, after today's meeting, many of the benefits that were previously hanging in the verbal "lip service but not the truth" are expected to be landed as soon as possible.
Because there is another sentence at today's meeting of the Financial Commission that is very heavy: relevant departments should earnestly assume their responsibilities, actively introduce policies that are beneficial to the market, and prudently introduce contractionary policies.
Accountability when necessary.