fishingglasses| The real estate sector led the gains in the two markets. Institutions said that real estate stock prices may recover faster than fundamentals, focusing on allocation opportunities for real estate ETF Huaxia (515060)

On May 15, the real estate sector continued to rise in intraday shock, strengthened again in the afternoon, and now leads the two cities higher. Real estate ETF Huaxia (515060) soared by more than 3%Fishingglasses.3%. Among the underlying index components, Everbright Garbo (600622), Tiandi Source (600665), Cinda Real Estate (600657), Binjiang Group (002244), Yunnan City Investment (600239),FishingglassesI love my family (000560) successively 10CM limit, special service, Huafa shares (600325), Merchants Shekou (001979), China Jiaotong Real Estate (000736) and other top gainers.

Bank of China Securities believes that the response of real estate stocks to policies is usually faster than the recovery of fundamentals, the current real estate sector valuations are low, and the bottom of real estate stocks has been basically clear. The shift in the tone of real estate at the high-level meeting, as well as strong expectations for the further release of future policies, may drive this round of sector rally. With the coordinated development of macro policies and the continuous follow-up of real estate supply and demand policies, especially in core cities driven by policies, market activity will further increase.

Public information shows that the CSI tracked by real estate ETF Huaxia (515060) refers to the real estate index including Vanke, Poly Development, Merchants Shekou and other real estate leaders, with a comprehensive layout of real estate development, management, services and other industries.

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