the real estate market welcomes another major favorable measure; vocational education support policy released丨tomorrow's theme preview
2024-09-26
한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina
① the real estate market has welcomed another major favorable measure, and the real estate chain market is expected to continue
the political bureau of the cpc central committee held a meeting on september 26 to analyze and study the current economic situation and deploy the next economic work. the meeting proposed that the real estate market should be promoted to stabilize, the incremental growth of commercial housing construction should be strictly controlled, the stock should be optimized, the quality should be improved, the loan issuance of "white list" projects should be increased, and the idle land should be revitalized. it is necessary to respond to the concerns of the people, adjust the housing purchase restriction policy, reduce the interest rate of existing mortgage loans, and speed up the improvement of land, fiscal and taxation, and financial policies to promote the construction of a new model of real estate development.
wanlian securities expects that the subsequent support policies for the real estate industry are expected to be further increased. at the same time, this meeting proposed for the first time to "promote the real estate market to stop falling and stabilize", reflecting the further strengthening of the policy side's attitude towards the real estate industry. it is expected that the short-term industry fundamentals may improve marginally under the promotion of a series of policies. in the future, we still need to continue to pay attention to the performance of industry transaction volume and housing prices. in terms of the market, it is recommended to pay attention to the β market of the real estate industry chain driven by policies in the short term.
②the major support policy for vocational education was released, and the industry ushered in broad development space
recently, the cpc central committee and the state council issued an opinion on implementing the employment priority strategy to promote high-quality full employment. it proposed to accelerate the development of modern vocational education, promote the integration of vocational and general education, industry-education integration, and science-education integration, and cultivate more high-quality technical and skilled talents. promote the high-quality and distinctive development of technical education, establish a number of technical education alliances (groups), select and build a number of high-quality technical schools and high-quality majors. integrate career education into the entire process of talent training in colleges and universities, and promote career enlightenment, career cognition, and career experience in ordinary high schools.
citic securities believes that with the positive changes in the vocational education industry, some leading excellent companies are expected to show strong growth potential, and it is recommended to pay attention to training institutions with the ability to empower middle-level jobs.
③ express delivery companies' business revenue increased year-on-year in august, and the sector welcomed the double benefits of "price increase + peak season"
recently, the operating data of express delivery companies in august 2024 have been disclosed one after another. in terms of business revenue and total business volume, the four express delivery companies have generally increased year-on-year. among them, sf express's express delivery business revenue was 16.346 billion yuan, a year-on-year increase of 8.58%; the business volume was 1.043 billion tickets, a year-on-year increase of 14.62%; yto express's express product revenue was 4.908 billion yuan, a year-on-year increase of 20.67%; the business volume was 2.261 billion tickets, a year-on-year increase of 29.87%.
huatai securities pointed out that in august, the national retail sales of consumer goods/online retail sales of physical goods (e-commerce gmv)/express delivery volume increased by +2.1%/+4.1%/+19.5% year-on-year, respectively. the growth rates of the three fell month-on-month, but it is estimated that the e-commerce customer orders have declined, and the growth rate of express delivery volume is the most resilient among the three. in addition, the average price of express delivery showed signs of stabilization and recovery in august. the postal bureau called for "anti-involution" and its own cost pressure, and spontaneous price increases occurred in guangdong. chaoshan and other places have increased prices, and the scope of price increases has continued to expand, driving market sentiment to optimism. the price increase is expected to continue until double 11, resonating with the peak season; it is recommended to actively participate in the express delivery sector.
(this article comes from china business network)
