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The real estate sector fluctuated upward during the trading session on the 8th. As of press time, Savills and Shenzhen Property A hit their daily limit, TEDA Services rose more than 9%, Gemdale Group rose more than 6%, and Nan Guo Real Estate and DoBu Group rose more than 4%.

On the news front, on August 7, Shenzhen Anju Group issued an announcement that in order to actively build a "security + market" housing supply system, follow the principles of "marketization, rule of law" and voluntary participation of both parties, it plans to use its affiliated companies to purchase commercial housing for use as affordable housing. When soliciting, priority will be given to building projects (housing sources) that have not been sold in their entire buildings or units and can be closed for management. In principle, the main apartment types of the project (housing source) should meet the requirements of the apartment type and area (less than 65 square meters) of Shenzhen's affordable housing.

It is worth noting that on July 30, the Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and deploy economic work in the second half of the year. It mentioned that it is necessary to implement new policies to promote the stable and healthy development of the real estate market, adhere to the combination of digesting existing stocks and optimizing incremental stocks, actively support the acquisition of existing commercial housing for use as affordable housing, further do a good job in ensuring the delivery of housing, and accelerate the construction of a new model for real estate development.

In addition, the State Council recently issued a notice on the "Five-Year Action Plan for Deeply Implementing the People-Oriented New Urbanization Strategy", which mentioned that after five years of efforts, the urbanization rate of the permanent population has increased to nearly 70%, better supporting the high-quality development of the economy and society. Cities with conditions are encouraged to gradually include agricultural migrants with stable employment and life into the scope of urban housing security policies. Increase the supply of small-sized affordable rental housing that agricultural migrants can afford.

Debon Securities pointed out that the Central Political Bureau meeting once again mentioned "combining digestion of stock and optimization of increment", and the government's acquisition and storage is expected to accelerate. The implementation of a new round of urbanization of rural migrant population is expected to release some potential demand, and attention should be paid to the implementation of a series of policies such as government acquisition and storage in the later period. It is recommended to pay attention to: branded real estate companies with high-quality land reserves and safe operating margins in the core urban agglomerations, such as Greentown China, Poly Development, China Resources Land, China Overseas Land and Investment, and Jianfa Real Estate; regional acquisition and storage are promoted, and inventory reduction is expected to accelerate, and attention should be paid to Chengtou Holdings, Yuexiu Real Estate, and Urban Construction Development.