treblehook| Hot overnight! Lithium batteries, veterinary drugs and other industries have strengthened targets

The real estate market became the focus over the weekend. Policies were introduced to coordinate with the hot sales of regional real estate, and the industry became popular overnight. Views point out that real estate continues to decline, and short-term policy stimulus hopes to ease. The bankruptcy of real estate developers, the rise in non-performing assets, and the surge in the number of legally auctioned houses may impact the market.

Policies have been taken to solve the problem of 800 billion yuan in repossession and renovation of housing types, but trillions of yuan are still needed to solve the problem. The financial problems of state-owned enterprises Zhongtai Chemical (002092) and Guorui Technology were exposed, causing an impact. The Hong Kong stock index is moving better and may be more favorable in the second half of the year. The logic of industry standards such as lithium batteries and veterinary drugs has strengthened. After the market trend rose, the market fluctuated sideways, and the theme market prevailed. Individuals are cautious about the real estate industry and prefer certain returns. Market changes over the weekend remind you to pay attention to risks and continue to pay attention to market changes.

Stock name Zhongtai Chemical Sector Name Real Estate Development Keywords Real estate developers, non-performing assets, legal auction houses, bearish (bearish) Real estate developers continue to go bankrupt and withdraw, and the non-performing asset ratio has risen sharply.treblehookIn my country, the number of houses auctioned for legal auction has increased from 100,000 units per year in the past 10 years to an estimated 4 million units this year. If an average of 100 square meters per unit, this means that a house of 400 million square meters will enter the auction process. The auction will naturally be discounted. In addition to the liquidation of more real estate developers, the number will rise again. This is a very scary amount of 300 billion yuan and 500 billion yuan in Hexun's optional stock risk warning: The above content is only the author's or guest's opinion, does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers when necessary. Hexun strives but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun makes no guarantee or commitment in this regard.