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this morning, in addition to the continued surge in gold stocks, the real estate and information technology sectors also remained strong. among them, the real estate etf performed better, with the real estate etf (159768) rising by 2.04% in half a day, and the real estate etf (512200) trading volume of nearly 200 million yuan in half a day.

from the perspective of investment logic, "destocking" has become an important policy direction for real estate since may this year. many cities have successively issued notices for the collection and storage of housing sources. however, affected by factors such as acquisition prices, capital costs, and housing mismatch, the overall "destocking" model of state-owned enterprises' collection and storage is still in the exploratory stage. however, with the substantial reduction in land supply, the market is entering a spontaneous destocking stage, but real estate sales are still facing adjustment pressure. relying solely on market forces to destock is relatively slow, and supporting policies still need to be strengthened. at present, policies such as state-owned enterprise collection and storage and land revitalization have room for improvement. if the policy side can speed up adjustments, it will help destock, and it will also have a positive impact on the improvement of real estate companies' cash flow and residents' expectations. the current market value share of the sector is not completely equal to the economic value, and there is room for value reassessment.

comments:the real estate etf (159768) rose by 2.04% this morning. its scale is 512 million shares and the half-day transaction amount is 16.45 million yuan. this etf tracks the csi mainland real estate thematic index.

the csi mainland real estate thematic index selects real estate-related listed company securities in the shanghai and shenzhen stock markets involving residential development, commercial real estate, industrial real estate, property management, etc. as index samples. it is a popular tool for one-click layout of the real estate sector.

major weighted stocks of csi mainland real estate thematic index

comments:the real estate etf (159707) rose by 1.83% in half a day. the scale of this etf is 433 million shares, and the half-day transaction amount is 27.45 million yuan. it tracks the csi 800 real estate index.

the csi 800 real estate index belongs to the csi 800 industry index series, which reflects the overall performance of securities of companies in different industries in the csi 800 index sample and provides investors with analytical tools. the index is an excellent tool for investing in a-share listed real estate companies.

major weighted stocks of csi 800 real estate index

comments:the real estate etf (512200) also rose by 1.75% in the first half of the day, with a scale of 3.506 billion shares and a half-day transaction amount of 197 million yuan. this etf tracks the csi all-share real estate index. another etf tracking the index is the real estate etf huaxia (515060), but the etf's performance today was average, with a half-day increase of less than 1%.

the csi all share real estate index selects core leading state-owned enterprises in the shanghai and shenzhen markets. the top five constituent stocks are all high-quality leading enterprises. at the same time, more than half of the constituent stocks are small and medium-sized enterprises with a market value of less than 10 billion yuan.

major weighted stocks of csi all-share real estate index

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