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多重利好催化,地产板块冲高上扬!中信证券:核心城市今年房价有望见底_我的网站

A | Director Anil Sharma has opened up about Apne's sequel Apne 2's fate. During an interview with Hindustan Times, he revealed that Apne 2, which would have supposedly starred Sunny Deol, Bobby Deol and Dharmendra, may not be made right now. Speaking after Dharmendra's demise, Anil shared that previously the sequel was planned as a continuation of the 2007 family drama Apne. However, the shooting for the movie never began. The filmmaker said, "Apne to apno ke bina nahi ho sakti. (Apne cannot happen without close people). Without Dharamji, it’s impossible to make the sequel. Everything was on track and the script was ready, but he left us. Some dreams remain unfulfilled. Without him, it’s not possible!"Sharma and Dharmendra collaborated across several films, such as Hukumat, Elaan-E-Jung, Farishtay, Tahalka, and Apne. Their planned reunion in Apne 2 was set to add another heartfelt chapter to their long-standing partnership. But it now remains incomplete.Now Dharmendra's last appearance would be in the upcoming movie Ikkis. It is slated to hit the theatres on December 25, 2025. It is directed by Sriram Raghavan and stars Amitabh Bachchan's grandson Agastya Nanda.The veteran actor passed away at the age of 89. His passing left behind an unmatched legacy of over six decades. The actor, born as Dharmendra Singh Deol, breathed his last at his residence. He was admitted to Breach Candy hospital earlier this month due to respiratory complications.Many Bollywood celebrities, including Shah Rukh Khan, Alia Bhatt, Karan Johar and more shared condolences for the Deol family on social media. Taking to Instagram, Shah Rukh Khan wrote, "Rest in Peace Dharam ji. You were nothing short of a father figure to me… thank u for showering me with blessings and love the way you did. An inconsolable and irreplaceable loss to not just his family, but to cinema and film lovers world over. You are immortal… and your soul will live through your films and your beautiful family forever. Love you always." Alongside the note, SRK shared a heartfelt click where the veteran actor is embracing him in a side hug. Alia Bhatt shared a screengrab from her movie Rocky Aur Rani Kii Prem Kahani, where she is seen chatting with Dharmendra. Alia penned, "A legend who lit up every frame... and every heart. You will be missed, Dharam ji [white heart emoticon]."Also Read: "Camera Meri Mehbooba Hai", Said Dharmendra, Reveals Anil Sharma | Exclusive。

B | 周三(8月26日),地产板块全天冲高上扬,龙头地产表现突出。新城控股领涨超6%,滨江集团涨超4%,保利发展、上海临港等多股涨超2.5%。热门ETF方面,地产ETF华宝(159707)场内关注度持续提升。 消息面上,地产板块累积多重利好。公积金政策方面,近期公积金制度迎来近20年最大调整,持续刺激地产板块。

C | 此外,上海出台“沪八条”楼市宽松政策,重点聚焦外环外新房去库存、改善型家庭置换、公积金账户盘活及中心城区二手房收储。 中信证券认为,全国层面的供需结构改善还需时日,但核心城市有望在今年实现房屋价格的见底。随着现房销售的推进,基于周转的“内卷”式竞争有望被基于品质的良性竞争所替代,聚焦核心城市,重视产品品质的开发企业,以及维持品牌口碑,服务运营能力出众的轻资产管理企业有望取得竞争优势。

D | * 板块配置上,东方证券表示,短期把握三季度末和四季度末交易性行情的择时窗口;中期看2027年有望成为地产板块系统性β重估的起点,板块或成为年度交易主线,明年Q1末是重要的观测和择时窗口。

E | 长期看本轮周期底部的投资机会将更多体现在α而非β。* 估值端上,以央国企、优质房企为代表的龙头地产当前仍处估值低位。截至8月26日,中证800地产指数最新PB估值仅为0.5倍,低于近10年超98%的时间区间,估值低位特征明显,修复空间或较大。 布局央国企及优质房企,建议重点关注地产ETF华宝(159707)。资料显示,地产ETF华宝(159707)跟踪中证800地产指数,汇集市场头部优质房企,央国企含量高!在行业出清大背景下,龙头地产或更具弹性! 数据来源:沪深交易所、Wind、中证指数等。 *机构观点参考资料来源:中信证券《两条政策主线,同一政策目标》;东方证券《公积金制度迎来近20年最大调整 “沪八条”小步快跑信号意义大于实际意义》 ETF费用相关说明:投资者在申购或赎回基金份额时,申购赎回代理机构可按照不超过0.5%的标准收取佣金,场内交易费用以证券公司实际收取为准,不收取销售服务费。 风险提示:地产ETF华宝被动跟踪中证800地产指数,该指数基日为2004.12.31,发布日期为2012.12.21,指数成份股构成根据该指数编制规则适时调整,其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示,个股描述不作为任何形式的投资建议,也不代表管理人旗下任何基金的持仓信息和交易动向。

F | 基金管理人评估的该基金风险等级为R3-中风险,适宜平衡型(C3)及以上投资者。任何在本文出现的信息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,投资人须对任何自主决定的投资行为负责。另,本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议,亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险,基金的过往业绩并不代表其未来表现,基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证,基金投资需谨慎。责任编辑:杨红卜。

G |
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