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港股物管股持續下挫,正榮、融創跌超10%

2月14日,港股物管板塊持續下挫,正榮服務(06958.HK)跌超12%,融信服務(02207.HK)跌10.8%,融創服務(01516.HK)跌超10%,碧桂園服務(06098.HK)跌超7%,卓越商企服務(06989.HK)跌6.74%。
2月14日,港股物管板塊持續下挫,正榮服務(06958.HK)跌超12%,融信服務(02207.HK)跌10.8%,融創服務(01516.HK)跌超10%,碧桂園服務(06098.HK)跌超7%,卓越商企服務(06989.HK)跌6.74%。
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    $SUNAC (01918.HK)$
    1. A soft landing for the real estate market is crucial to national industrial restructuring, and the consensus that housing should not be used for speculative purposes has been widely accepted by society.
    2. Systemic risks in the real estate sector have been mitigated as first-tier property developers retreat and transition, which is one of the key indicators of achieving a soft landing and avoiding systemic risks.
    3. The real estate bull market cycle lasted for 20 years, with a decade of peak activity driven by the global quantitative easing led by the Federal Reserve. Clearly, this period of monetary easing will undergo another historic shift in 2022.
    4. Regardless of the factors involved, there remains a small group of genuine housing demand participants in the real estate market. Despite missing out on the bull market cycle for various reasons, they must not suffer further setbacks.
    5. Some experts are overly anxious about housing prices, exaggerating and misleading at the slightest sign of policy easing or industry movement. It is hoped that these individuals will stop harming the already limited genuine demand in the market. $SHIMAO GROUP (00813.HK)$ $COUNTRY GARDEN (02007.HK)$
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