How much room is there left in this round of the real estate market?
This round of the real estate market has experienced a phase of valuation recovery influenced by expectations of policy easing. Although real estate price data weakened in May and the market still faces downward pressure, it is expected that real estate stocks have an upside potential of 5-15% in the next half month. Since June 23, the Real Estate Index has risen by 9.69%, with an excess return of 5.22% relative to the Shanghai Composite Index. Recently, under the catalyst of policy, the real estate sector has performed strongly, leading the industry in terms of growth
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