Against the market trend, Huabao Real Estate ETF (159707) surges 1.5% with increased volume! Stock update launches high-quality development, real estate enterprises deserve attention for long-term benefits

As of 10:09 a.m. on March 13, the real estate sector is outperforming against the market trend. The CSI 800 Real Estate Index, representing leading A-share real estate stocks, rose by 1.68%. Among its constituents, China Merchants Shekou led the gains with a 4.21% increase, Poly Developments rose by 3.29%, and Binjiang Group increased by 2.05%.

In terms of popular ETFs, the Huabao Fund Real Estate ETF (159707), the only ETF tracking the CSI 800 Real Estate Index in the market, saw its intraday price rise by over 1.5%, with a trading volume of 24.4124 million yuan, significantly increasing compared to previous sessions.

Open Source Securities stated that recent policies, which tighten new developments, activate existing stock, and simplify approval processes, have pushed ordinary commercial housing development into a new stage focused on stock renewal and high-quality growth. Real estate companies need to deeply participate in urban renewal, old district renovations, industrial park operations, and affordable housing projects to acquire land. Companies with planning capabilities, industry integration, financial balancing, and long-term operational abilities are expected to benefit in the long run.

Orient Securities indicated that forward-looking indicators suggest a high certainty of a small spring market rebound this year. Coupled with policy expectations from the April Politburo meeting, the policy game and fundamental improvement logic are unlikely to be disproved in the short term. Therefore, the short-term pulse of the real estate industry is expected to remain sustainable.

It is recommended to focus on central state-owned enterprises and high-quality real estate companies, especially the real estate ETF (159707). The ETF tracks the CSI 800 Real Estate Index, which includes 12 top-tier leading real estate firms, offering a clear concentration advantage with over 90% of its top ten constituents. The ETF has a high proportion of central and state-owned enterprises. In the context of industry cleanup, leading real estate companies may be more resilient.

Data sources: Shanghai and Shenzhen Stock Exchanges, China Securities Index Co., Wind, etc.

Risk warning: The real estate ETF passively tracks the CSI 800 Real Estate Index, which was established on December 31, 2004, and published on December 21, 2012. The index components are adjusted periodically according to the index rules. Past performance does not predict future results. The index constituents shown are for display only; individual stock descriptions are not investment advice and do not reflect holdings or trading activities of any funds managed by the fund manager. The risk level of this fund is assessed as R3—medium risk, suitable for balanced (C3) and above investors. All information in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, and any other statements) is for reference only. Investors are responsible for their own investment decisions. The views, analysis, and forecasts in this article do not constitute investment advice and do not hold the author or the fund manager liable for any direct or indirect losses resulting from the use of this content. Fund investments carry risks; past performance does not guarantee future results. The performance of other funds managed by the fund manager does not guarantee the performance of the fund. Investment should be cautious.

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