Three arrows accelerated real estate inventory to two main Nuggets related benefit shares-zznba

Three arrows accelerated real estate inventory to two main Nuggets related benefit shares Level2:A shares of sina finance financial App: Sina speed disk live on-line blogger to tutor – reporter Qiao Chuanchuan following the first month lower down payments, the real estate market recently again welcome two new stimulus. In February 17th, the central bank announced the multi sector, since February 21st, the employee housing provident fund accounts and current deposit rates, perform three months deposit benchmark interest rate from the current collection in accordance with the time, adjusted to a uniform according to the benchmark one-year deposit interest rate executive. In February 19th, the Ministry of Finance and other departments issued a circular announcing the reduction of tax on real estate transactions since February 22, 2016. Compared with the previous policy point of view, the main changes for a, for the individual purchase of family housing area of only 140 square meters, from the original 3% deed tax levied at the reduced rate of 1.5%; two, for the individual purchase of second sets of family housing improvements, an area of 90 square meters and below, the deed tax rate from the original 2% the reduced rate of 1% levy; area of 90 square meters, the deed tax rate from the original 3% reduced to 2% levy. In this regard, analysts said that policy stimulus is conducive to expanding the real estate market effective demand, promote investment stabilization and recovery. The real estate sector after the early drop, the valuation has gradually become more rational, the emotion in the market to pick up in the background, the real estate sector is expected to follow the market to usher in a rally. From the industry fundamentals, industry environment is expected to continue in February 16th; the central bank released the latest data, January new credit and social financing scale both hit a single month record. In January, China’s RMB loans increased by 2 trillion and 510 billion yuan, an increase of 1 trillion and 40 billion yuan; the scale of social financing in increments of 3 trillion and 420 billion yuan; and over the past three years January credit increase average is only 1 trillion and 300 billion yuan, the average increment of social financing is only 2 trillion and 400 billion yuan, the data are significantly higher than market expectations. Loose monetary and credit policies and the recent continuous real estate destocking policy can better promote the release of real estate demand. From the capital market point of view, the January new credit boom, making A shares more ample liquidity; capital is profit, when large inflows of A shares, stock prices will surely prompt. In this regard, the State Securities said that with the national industry to accelerate inventory strategy, asset securitization of housing loans to the real estate industry: current or speed, reduce the housing loan interest rates and reduce the proportion of first payment directly to stimulate demand policy is still in the continuation of the reform, and at the same time the industry supply side is also gradually emerging. Housing loan securitization is conducive to further support for the purchase of credit demand, the risk can disperse the banking system to deal with fluctuations in prices, follow-up or further promote the National Housing Bank, operating assets securitization. As for the real estate sector investment time window and investment strategy, the state securities also said that the United States is expected to raise interest rates in the market after the delay, strong trend and high-level position exceeded market expectations, the anticipation of NPC and CPPCC market or staged in advance, thus increase the industry rating to "overweight", with positive suggestions on

三箭齐发加速房地产业去库存 两主线掘金相关受益股 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   ■本报记者 乔川川   继月初下调首付比例后,房地产市场近日再迎两项新的刺激政策。2月17日,央行等多部门宣布,自2月21日起,将职工住房公积金账户存款利率,由现行按照归集时间执行活期和三个月存款基准利率,调整为统一按一年期定期存款基准利率执行。2月19日,财政部等多部门再发通知,宣布自2016年2月22日起下调房地产交易环节税费。与先前政策对比来看,其变化主要为,一、对个人购买家庭惟一住房面积为140平方米以上的,契税由原来3%减按1.5%的税率征收;二、对个人购买家庭第二套改善性住房,面积为90平方米及以下的,契税税率由原来2%减按1%征收;面积为90平方米以上的,契税税率由原来3%减按2%征收。   对此,分析人士表示,政策刺激有利于扩大房地产市场有效需求,促进投资企稳回升。房地产板块经过前期大幅下跌后,估值逐步趋于合理,在市场情绪回暖的背景下,地产板块有望跟随大盘迎来反弹行情。   从行业基本面来看,地产业宽松环境有望延续;央行2月16日发布最新数据,1月份新增信贷与社会融资规模双双创出单月历史新高。1月份我国人民币贷款增加2.51万亿元,同比多增1.04万亿元;社会融资规模增量为3.42万亿元;而过去三年1月份信贷增加均值仅为1.3万亿元,社会融资增量均值仅为2.4万亿元,上述数据均大幅高于市场预期。宽松的货币信贷政策和近期连续地产去库存政策均能更好地促进房地产需求的释放。从资本市场来看,1月份新增信贷突增,使得A股流动性更为充裕;资本是逐利的,当资金大量流入A股后,自然会促使股指上涨。   对此,国金证券则表示,随着国家地产业去库存战略加速推进,住房贷款资产证券化或提速:当前针对地产行业,降低购房贷款利率和降低首付款比例等直接刺激需求的政策依旧在延续,而与此同时行业供给侧的改革也在逐步显现。住房贷款资产证券化有利于信贷对购房需求的进一步支持,也能分散银行体系应对房价波动的风险,后续或进一步推进国家住房银行、经营性资产证券化等措施。   而对于房地产板块投资时间窗口及投资策略,国金证券也表示,美国预期加息的延迟、市场节后的较强走势和高层的表态均超出市场预期,此前预判的两会行情或提前上演,因此调高行业评级至“增持”,建议积极跟随参与。具体可关注以下两条投资主线。一是国资国企改革:在经历1月份大幅下跌之后,不少国企改革类个股又面临较好的投资机会,较为看好深圳区域的深深房A、深振业A、沙河股份和央企控股的中航地产、南国置业等。二是转型类个股:信贷宽松和国家去库存的政策为中小体量的地产公司转型提供了坚实的基础,重资产的房地产公司一旦实现库存的减少,将不再拿地而是布局转型,公司的估值提升才有基础。而转型的方向和企业类型,较为看好布局医疗和互联网金融类的民营企业,包括绿景控股、中珠控股、世联行、皇庭国际等。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: