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Jason ooi
2021-07-01
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Jason ooi
2021-07-01
???
The sudden surge in real estate companies may be due to its
Jason ooi
2021-07-01
???
Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday
Jason ooi
2021-06-27
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ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158319506","repostId":"2148423198","repostType":4,"isVote":1,"tweetType":1,"viewCount":4330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158310374,"gmtCreate":1625128765898,"gmtModify":1703736703017,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158310374","repostId":"1145918550","repostType":4,"repost":{"id":"1145918550","kind":"news","pubTimestamp":1625128491,"share":"https://ttm.financial/m/news/1145918550?lang=en_US&edition=fundamental","pubTime":"2021-07-01 16:34","market":"sh","language":"zh","title":"The sudden surge in real estate companies may be due to its","url":"https://stock-news.laohu8.com/highlight/detail?id=1145918550","media":"华尔街见闻","summary":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块","content":"<p>On the afternoon of July 1st, real estate stocks rose abnormally, with Jiakai City's daily limit. Vanke A, the leader, once rose by more than 6%, and Seazen Holdings and China Merchants Shekou followed suit.</p><p><img src=\"https://static.tigerbbs.com/351ff95ef2377dee3bccdf4fe06de154\" tg-width=\"684\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p>According to the analysis, in addition to the cliche topics such as \"oversold\", \"underestimated\" and \"net breaking\" that the market has always said, performance and Reits may be the new catalyst of the sector.</p><p>On the news, China Merchants Shekou released a performance forecast yesterday, estimating that the profit in the first half of the year will be 3.7 billion yuan-4.7 billion yuan, a year-on-year increase of 305.04%-414.51%. One reason is that Shekou Production Park REIT, which takes the company's two industrial park properties, Wanrong Building and Wanhai Building, as the underlying assets, was successfully listed as one of the first batch of infrastructure public offering REITs, contributing a net profit of about 1.4 billion yuan.</p><p>Guotai Junan said that the listing of infrastructure REITs can help real estate enterprises to revitalize self-sustained properties, realize value-added income, and expand the scale of owners' equity to a certain extent in the short term. In the medium and long term, it can increase the turnover speed and IRR of industrial parks, and it is expected to rapidly increase the scale.</p><p>The landing of the performance growth of China Merchants Shekou, or to some extent, has increased the market's imagination of \"the listing of public REITs to revitalize the real estate assets of housing enterprises\", which has led to the rise of real estate stocks.</p><p><b>Previously, the first batch of 9 public REITs were officially listed and traded</b></p><p>On June 21st, the first batch of nine public REITs were officially listed for trading, among which the first batch of four infrastructure public REITs in Shenzhen Stock Exchange were Shougang Green Energy, Shekou Production Park, Guangzhou Guanghe and Yangang REIT. The underlying infrastructure projects are located in Beijing-Tianjin-Hebei and Guangdong-Hong Kong-Macao, two key areas of integrated development, covering four mainstream infrastructure fields, such as garbage disposal and biomass power generation, industrial parks, toll roads and warehousing and logistics.</p><p>In terms of REITs, unlike A-share stocks, on July 1st, the target of REITs rose generally today.</p><p><img src=\"https://static.tigerbbs.com/6aa97230561e4f17aa24f29730473a6d\" tg-width=\"412\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p><b>Why is the listing of REITs good for housing companies?</b></p><p>REITs, the full name of Real Estate Investment Trusts in English, is Real Estate Investment Trusts. Compared with general funds, they exchange the underlying assets from stocks to Real Estate (Real Estate, expressways, industrial parks and other infrastructure).</p><p>On the one hand, the liquidity of real estate is low, and sometimes it can't meet the capital needs of real estate holders.</p><p>On the other hand, the investment threshold of real estate is relatively high, and small and medium-sized investors who want to invest can't participate effectively.</p><p>How to solve this demand? REITs are the financial products born for this purpose.</p><p><img src=\"https://static.tigerbbs.com/8463671a0556f2d3bcc8df5e9c564fad\" tg-width=\"707\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p><p>For small and medium-sized investors, since millions or tens of millions of real estate houses can't be afforded, can't we invest by raising everyone's money and then buying it in the form of funds?</p><p>It is as if many small scatterers in the stock market can't afford a 21w Maotai, but through the form of funds, everyone can also take Maotai as part of their asset allocation.</p><p>The advantage of REITs listing is that for real estate holders (including housing enterprises), the real estate in their hands has been revitalized. When the original real estate is in urgent need of capital turnover, it is not possible to sell it if you want to; But now that this problem has been solved, when money is urgently needed, there is a market and a way to realize real estate.</p><p>Generally speaking, the launch of REITs products can effectively revitalize stock assets, expand equity financing channels and improve balance sheets for enterprises. The landing of China Merchants Shekou's performance growth is the best proof.</p><p><b>Future space for REITs</b></p><p>As mentioned earlier, at present, the nine public REITs issued in China only involve industrial parks, warehousing and logistics, expressways, garbage disposal and sewage treatment and other industries; According to the data released by the CSRC previously, a total of 64 REITs products have been reported in China, with an overall scale of over 130 billion yuan.</p><p>Combined with overseas data, by the end of 2020, the issuance scale of REITs in the United States reached US$1.25 trillion, with a total of 223 products, accounting for more than 60% of the global market; At present, there are 178 active REITs in Asia, with a total market capitalization of US$292.4 billion, and its market size only accounts for 30% of that of the United States.</p><p>Debon Securities believes that, considering the abundance of infrastructure projects in China, the background of revitalizing the stock and supporting new infrastructure, it is expected that China's REITs will have huge room for development. Referring to the first batch of issuance, if 80 to 120 billion yuan is issued every year, China's REITs are expected to break one trillion yuan in the next ten years.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The sudden surge in real estate companies may be due to its</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe sudden surge in real estate companies may be due to its\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-01 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On the afternoon of July 1st, real estate stocks rose abnormally, with Jiakai City's daily limit. Vanke A, the leader, once rose by more than 6%, and Seazen Holdings and China Merchants Shekou followed suit.</p><p><img src=\"https://static.tigerbbs.com/351ff95ef2377dee3bccdf4fe06de154\" tg-width=\"684\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p>According to the analysis, in addition to the cliche topics such as \"oversold\", \"underestimated\" and \"net breaking\" that the market has always said, performance and Reits may be the new catalyst of the sector.</p><p>On the news, China Merchants Shekou released a performance forecast yesterday, estimating that the profit in the first half of the year will be 3.7 billion yuan-4.7 billion yuan, a year-on-year increase of 305.04%-414.51%. One reason is that Shekou Production Park REIT, which takes the company's two industrial park properties, Wanrong Building and Wanhai Building, as the underlying assets, was successfully listed as one of the first batch of infrastructure public offering REITs, contributing a net profit of about 1.4 billion yuan.</p><p>Guotai Junan said that the listing of infrastructure REITs can help real estate enterprises to revitalize self-sustained properties, realize value-added income, and expand the scale of owners' equity to a certain extent in the short term. In the medium and long term, it can increase the turnover speed and IRR of industrial parks, and it is expected to rapidly increase the scale.</p><p>The landing of the performance growth of China Merchants Shekou, or to some extent, has increased the market's imagination of \"the listing of public REITs to revitalize the real estate assets of housing enterprises\", which has led to the rise of real estate stocks.</p><p><b>Previously, the first batch of 9 public REITs were officially listed and traded</b></p><p>On June 21st, the first batch of nine public REITs were officially listed for trading, among which the first batch of four infrastructure public REITs in Shenzhen Stock Exchange were Shougang Green Energy, Shekou Production Park, Guangzhou Guanghe and Yangang REIT. The underlying infrastructure projects are located in Beijing-Tianjin-Hebei and Guangdong-Hong Kong-Macao, two key areas of integrated development, covering four mainstream infrastructure fields, such as garbage disposal and biomass power generation, industrial parks, toll roads and warehousing and logistics.</p><p>In terms of REITs, unlike A-share stocks, on July 1st, the target of REITs rose generally today.</p><p><img src=\"https://static.tigerbbs.com/6aa97230561e4f17aa24f29730473a6d\" tg-width=\"412\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p><b>Why is the listing of REITs good for housing companies?</b></p><p>REITs, the full name of Real Estate Investment Trusts in English, is Real Estate Investment Trusts. Compared with general funds, they exchange the underlying assets from stocks to Real Estate (Real Estate, expressways, industrial parks and other infrastructure).</p><p>On the one hand, the liquidity of real estate is low, and sometimes it can't meet the capital needs of real estate holders.</p><p>On the other hand, the investment threshold of real estate is relatively high, and small and medium-sized investors who want to invest can't participate effectively.</p><p>How to solve this demand? REITs are the financial products born for this purpose.</p><p><img src=\"https://static.tigerbbs.com/8463671a0556f2d3bcc8df5e9c564fad\" tg-width=\"707\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p><p>For small and medium-sized investors, since millions or tens of millions of real estate houses can't be afforded, can't we invest by raising everyone's money and then buying it in the form of funds?</p><p>It is as if many small scatterers in the stock market can't afford a 21w Maotai, but through the form of funds, everyone can also take Maotai as part of their asset allocation.</p><p>The advantage of REITs listing is that for real estate holders (including housing enterprises), the real estate in their hands has been revitalized. When the original real estate is in urgent need of capital turnover, it is not possible to sell it if you want to; But now that this problem has been solved, when money is urgently needed, there is a market and a way to realize real estate.</p><p>Generally speaking, the launch of REITs products can effectively revitalize stock assets, expand equity financing channels and improve balance sheets for enterprises. The landing of China Merchants Shekou's performance growth is the best proof.</p><p><b>Future space for REITs</b></p><p>As mentioned earlier, at present, the nine public REITs issued in China only involve industrial parks, warehousing and logistics, expressways, garbage disposal and sewage treatment and other industries; According to the data released by the CSRC previously, a total of 64 REITs products have been reported in China, with an overall scale of over 130 billion yuan.</p><p>Combined with overseas data, by the end of 2020, the issuance scale of REITs in the United States reached US$1.25 trillion, with a total of 223 products, accounting for more than 60% of the global market; At present, there are 178 active REITs in Asia, with a total market capitalization of US$292.4 billion, and its market size only accounts for 30% of that of the United States.</p><p>Debon Securities believes that, considering the abundance of infrastructure projects in China, the background of revitalizing the stock and supporting new infrastructure, it is expected that China's REITs will have huge room for development. Referring to the first batch of issuance, if 80 to 120 billion yuan is issued every year, China's REITs are expected to break one trillion yuan in the next ten years.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634342\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"000002":"万科A"},"source_url":"https://wallstreetcn.com/articles/3634342","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145918550","content_text":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。\n消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园REIT作为首批基础设施公募REITs之一成功上市，贡献净利润约14亿元。\n国泰君安表示，基础设施REITs的上市，短期一定程度上可帮助房地产企业盘活自持物业，兑现增值收益，做大所有者权益规模，中长期可提高产业园区的周转速度，提升IRR，并有望快速提升规模。\n本次招商蛇口业绩增长的落地，或一定程度上加大了市场对于“公募REITs上市盘活房企不动产资产”的想象，导致了地产股的上涨。\n此前首批9支公募REITs正式上市交易\n6月21日，首批9支公募REITs正式上市交易，其中深交所首批4只基础设施公募REITs分别为首钢绿能、蛇口产园、广州广河和盐港REIT，底层基础设施项目位于京津冀和粤港澳两大一体化发展重点区域，覆盖垃圾处理及生物质发电、产业园区、收费公路和仓储物流等四大主流基础设施领域。\nREITs行情方面，与A股个股普跌不同，7月1日，REITs标的今日普涨。\n\n为什么REITs上市利好房企？\nREITs，英文全称Real Estate Investment Trusts，即不动产投资信托基金，和一般基金相比就是把底层资产从股票换成了不动产（房地产、高速公路、产业园区等基础设施）。\n一方面，不动产的流动性较低，有时候往往无法满足不动产持有人的资金需求。\n另一方面，不动产的投资门槛又比较高，想要投资的中小投资者又无法有效参与。\n怎么解决这种需求呢？REITs就是为此而诞生的金融产品。\n\n对于中小投资者而言，既然几百万、上千万的不动产房子买不起，那我们通过将大家的钱募集起来，然后以基金的形式去买，这样不就能够投资了吗？\n这就好像，股市市场上很多小散买不起一手21w的茅台，但是通过基金的形式，大家也能够把茅台作为自己资产配置的一部分了。\nREITs上市的好处还在于，对于不动产持有人（包括房企）来说，手中的不动产被盘活了，原来的不动产，在急需资金周转的时候，并不是想卖就能卖；但现在这种问题解决了，急需用钱的时候，有市场、有途径可以将不动产变现。\n总体上来说，REITs产品的推出，对企业来说可以有效盘活存量资产、拓展权益融资渠道，改善资产负债表，此次招商蛇口业绩增长的落地就是最好的证明。\nREITs未来空间\n此前提到，目前我国发行的9只公募REITs只涉及到产业园区、仓储物流、高速公路以及垃圾处理和污水治理等行业；根据此前证监会发布数据，我国共有64只REITs产品报备，整体规模超1300亿元。\n结合海外的数据，截止至2020年底，美国REITs发行规模达1.25万亿美元，共有223支产品，占全球市场的6成以上；目前亚洲活跃REITs共有178只，总市值达2924亿美元，其市场规模仅占美国的30%。\n德邦证券认为，考虑到我国基建项目丰富，盘活存量与支持新基建的背景下，预计我国REITs将有巨大的发展空间，参考首批发行情况，假如每年发行800到1200亿元，我国REITs有望实现在未来十年破万亿。","news_type":1,"symbols_score_info":{"000002":0.9}},"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158337840,"gmtCreate":1625128723980,"gmtModify":1703736701876,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158337840","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625021330,"share":"https://ttm.financial/m/news/1168133884?lang=en_US&edition=fundamental","pubTime":"2021-06-30 10:48","market":"sg","language":"zh","title":"Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed for one day on July 5th (Monday), and trading will resume on July 6th (Tuesday).</b></p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>Is the statutory national day of the United States, which is dated on July 4 each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. America's Independence Day is as grand as religious and folk festivals. People clean their courtyards, decorate their homes and fly the national flag before the festival.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed for one day on July 5th (Monday), and trading will resume on July 6th (Tuesday).</b></p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>Is the statutory national day of the United States, which is dated on July 4 each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. America's Independence Day is as grand as religious and folk festivals. People clean their courtyards, decorate their homes and fly the national flag before the festival.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124974880,"gmtCreate":1624725205140,"gmtModify":1703844163047,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124974880","repostId":"1130236052","repostType":4,"isVote":1,"tweetType":1,"viewCount":3026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":158319506,"gmtCreate":1625128862305,"gmtModify":1703736704649,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158319506","repostId":"2148423198","repostType":4,"isVote":1,"tweetType":1,"viewCount":4330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158310374,"gmtCreate":1625128765898,"gmtModify":1703736703017,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158310374","repostId":"1145918550","repostType":4,"repost":{"id":"1145918550","kind":"news","pubTimestamp":1625128491,"share":"https://ttm.financial/m/news/1145918550?lang=en_US&edition=fundamental","pubTime":"2021-07-01 16:34","market":"sh","language":"zh","title":"The sudden surge in real estate companies may be due to its","url":"https://stock-news.laohu8.com/highlight/detail?id=1145918550","media":"华尔街见闻","summary":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块","content":"<p>On the afternoon of July 1st, real estate stocks rose abnormally, with Jiakai City's daily limit. Vanke A, the leader, once rose by more than 6%, and Seazen Holdings and China Merchants Shekou followed suit.</p><p><img src=\"https://static.tigerbbs.com/351ff95ef2377dee3bccdf4fe06de154\" tg-width=\"684\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p>According to the analysis, in addition to the cliche topics such as \"oversold\", \"underestimated\" and \"net breaking\" that the market has always said, performance and Reits may be the new catalyst of the sector.</p><p>On the news, China Merchants Shekou released a performance forecast yesterday, estimating that the profit in the first half of the year will be 3.7 billion yuan-4.7 billion yuan, a year-on-year increase of 305.04%-414.51%. One reason is that Shekou Production Park REIT, which takes the company's two industrial park properties, Wanrong Building and Wanhai Building, as the underlying assets, was successfully listed as one of the first batch of infrastructure public offering REITs, contributing a net profit of about 1.4 billion yuan.</p><p>Guotai Junan said that the listing of infrastructure REITs can help real estate enterprises to revitalize self-sustained properties, realize value-added income, and expand the scale of owners' equity to a certain extent in the short term. In the medium and long term, it can increase the turnover speed and IRR of industrial parks, and it is expected to rapidly increase the scale.</p><p>The landing of the performance growth of China Merchants Shekou, or to some extent, has increased the market's imagination of \"the listing of public REITs to revitalize the real estate assets of housing enterprises\", which has led to the rise of real estate stocks.</p><p><b>Previously, the first batch of 9 public REITs were officially listed and traded</b></p><p>On June 21st, the first batch of nine public REITs were officially listed for trading, among which the first batch of four infrastructure public REITs in Shenzhen Stock Exchange were Shougang Green Energy, Shekou Production Park, Guangzhou Guanghe and Yangang REIT. The underlying infrastructure projects are located in Beijing-Tianjin-Hebei and Guangdong-Hong Kong-Macao, two key areas of integrated development, covering four mainstream infrastructure fields, such as garbage disposal and biomass power generation, industrial parks, toll roads and warehousing and logistics.</p><p>In terms of REITs, unlike A-share stocks, on July 1st, the target of REITs rose generally today.</p><p><img src=\"https://static.tigerbbs.com/6aa97230561e4f17aa24f29730473a6d\" tg-width=\"412\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p><b>Why is the listing of REITs good for housing companies?</b></p><p>REITs, the full name of Real Estate Investment Trusts in English, is Real Estate Investment Trusts. Compared with general funds, they exchange the underlying assets from stocks to Real Estate (Real Estate, expressways, industrial parks and other infrastructure).</p><p>On the one hand, the liquidity of real estate is low, and sometimes it can't meet the capital needs of real estate holders.</p><p>On the other hand, the investment threshold of real estate is relatively high, and small and medium-sized investors who want to invest can't participate effectively.</p><p>How to solve this demand? REITs are the financial products born for this purpose.</p><p><img src=\"https://static.tigerbbs.com/8463671a0556f2d3bcc8df5e9c564fad\" tg-width=\"707\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p><p>For small and medium-sized investors, since millions or tens of millions of real estate houses can't be afforded, can't we invest by raising everyone's money and then buying it in the form of funds?</p><p>It is as if many small scatterers in the stock market can't afford a 21w Maotai, but through the form of funds, everyone can also take Maotai as part of their asset allocation.</p><p>The advantage of REITs listing is that for real estate holders (including housing enterprises), the real estate in their hands has been revitalized. When the original real estate is in urgent need of capital turnover, it is not possible to sell it if you want to; But now that this problem has been solved, when money is urgently needed, there is a market and a way to realize real estate.</p><p>Generally speaking, the launch of REITs products can effectively revitalize stock assets, expand equity financing channels and improve balance sheets for enterprises. The landing of China Merchants Shekou's performance growth is the best proof.</p><p><b>Future space for REITs</b></p><p>As mentioned earlier, at present, the nine public REITs issued in China only involve industrial parks, warehousing and logistics, expressways, garbage disposal and sewage treatment and other industries; According to the data released by the CSRC previously, a total of 64 REITs products have been reported in China, with an overall scale of over 130 billion yuan.</p><p>Combined with overseas data, by the end of 2020, the issuance scale of REITs in the United States reached US$1.25 trillion, with a total of 223 products, accounting for more than 60% of the global market; At present, there are 178 active REITs in Asia, with a total market capitalization of US$292.4 billion, and its market size only accounts for 30% of that of the United States.</p><p>Debon Securities believes that, considering the abundance of infrastructure projects in China, the background of revitalizing the stock and supporting new infrastructure, it is expected that China's REITs will have huge room for development. Referring to the first batch of issuance, if 80 to 120 billion yuan is issued every year, China's REITs are expected to break one trillion yuan in the next ten years.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The sudden surge in real estate companies may be due to its</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe sudden surge in real estate companies may be due to its\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-01 16:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On the afternoon of July 1st, real estate stocks rose abnormally, with Jiakai City's daily limit. Vanke A, the leader, once rose by more than 6%, and Seazen Holdings and China Merchants Shekou followed suit.</p><p><img src=\"https://static.tigerbbs.com/351ff95ef2377dee3bccdf4fe06de154\" tg-width=\"684\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p>According to the analysis, in addition to the cliche topics such as \"oversold\", \"underestimated\" and \"net breaking\" that the market has always said, performance and Reits may be the new catalyst of the sector.</p><p>On the news, China Merchants Shekou released a performance forecast yesterday, estimating that the profit in the first half of the year will be 3.7 billion yuan-4.7 billion yuan, a year-on-year increase of 305.04%-414.51%. One reason is that Shekou Production Park REIT, which takes the company's two industrial park properties, Wanrong Building and Wanhai Building, as the underlying assets, was successfully listed as one of the first batch of infrastructure public offering REITs, contributing a net profit of about 1.4 billion yuan.</p><p>Guotai Junan said that the listing of infrastructure REITs can help real estate enterprises to revitalize self-sustained properties, realize value-added income, and expand the scale of owners' equity to a certain extent in the short term. In the medium and long term, it can increase the turnover speed and IRR of industrial parks, and it is expected to rapidly increase the scale.</p><p>The landing of the performance growth of China Merchants Shekou, or to some extent, has increased the market's imagination of \"the listing of public REITs to revitalize the real estate assets of housing enterprises\", which has led to the rise of real estate stocks.</p><p><b>Previously, the first batch of 9 public REITs were officially listed and traded</b></p><p>On June 21st, the first batch of nine public REITs were officially listed for trading, among which the first batch of four infrastructure public REITs in Shenzhen Stock Exchange were Shougang Green Energy, Shekou Production Park, Guangzhou Guanghe and Yangang REIT. The underlying infrastructure projects are located in Beijing-Tianjin-Hebei and Guangdong-Hong Kong-Macao, two key areas of integrated development, covering four mainstream infrastructure fields, such as garbage disposal and biomass power generation, industrial parks, toll roads and warehousing and logistics.</p><p>In terms of REITs, unlike A-share stocks, on July 1st, the target of REITs rose generally today.</p><p><img src=\"https://static.tigerbbs.com/6aa97230561e4f17aa24f29730473a6d\" tg-width=\"412\" tg-height=\"228\" referrerpolicy=\"no-referrer\"></p><p><b>Why is the listing of REITs good for housing companies?</b></p><p>REITs, the full name of Real Estate Investment Trusts in English, is Real Estate Investment Trusts. Compared with general funds, they exchange the underlying assets from stocks to Real Estate (Real Estate, expressways, industrial parks and other infrastructure).</p><p>On the one hand, the liquidity of real estate is low, and sometimes it can't meet the capital needs of real estate holders.</p><p>On the other hand, the investment threshold of real estate is relatively high, and small and medium-sized investors who want to invest can't participate effectively.</p><p>How to solve this demand? REITs are the financial products born for this purpose.</p><p><img src=\"https://static.tigerbbs.com/8463671a0556f2d3bcc8df5e9c564fad\" tg-width=\"707\" tg-height=\"421\" referrerpolicy=\"no-referrer\"></p><p>For small and medium-sized investors, since millions or tens of millions of real estate houses can't be afforded, can't we invest by raising everyone's money and then buying it in the form of funds?</p><p>It is as if many small scatterers in the stock market can't afford a 21w Maotai, but through the form of funds, everyone can also take Maotai as part of their asset allocation.</p><p>The advantage of REITs listing is that for real estate holders (including housing enterprises), the real estate in their hands has been revitalized. When the original real estate is in urgent need of capital turnover, it is not possible to sell it if you want to; But now that this problem has been solved, when money is urgently needed, there is a market and a way to realize real estate.</p><p>Generally speaking, the launch of REITs products can effectively revitalize stock assets, expand equity financing channels and improve balance sheets for enterprises. The landing of China Merchants Shekou's performance growth is the best proof.</p><p><b>Future space for REITs</b></p><p>As mentioned earlier, at present, the nine public REITs issued in China only involve industrial parks, warehousing and logistics, expressways, garbage disposal and sewage treatment and other industries; According to the data released by the CSRC previously, a total of 64 REITs products have been reported in China, with an overall scale of over 130 billion yuan.</p><p>Combined with overseas data, by the end of 2020, the issuance scale of REITs in the United States reached US$1.25 trillion, with a total of 223 products, accounting for more than 60% of the global market; At present, there are 178 active REITs in Asia, with a total market capitalization of US$292.4 billion, and its market size only accounts for 30% of that of the United States.</p><p>Debon Securities believes that, considering the abundance of infrastructure projects in China, the background of revitalizing the stock and supporting new infrastructure, it is expected that China's REITs will have huge room for development. Referring to the first batch of issuance, if 80 to 120 billion yuan is issued every year, China's REITs are expected to break one trillion yuan in the next ten years.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634342\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"000002":"万科A"},"source_url":"https://wallstreetcn.com/articles/3634342","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1145918550","content_text":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。\n消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园REIT作为首批基础设施公募REITs之一成功上市，贡献净利润约14亿元。\n国泰君安表示，基础设施REITs的上市，短期一定程度上可帮助房地产企业盘活自持物业，兑现增值收益，做大所有者权益规模，中长期可提高产业园区的周转速度，提升IRR，并有望快速提升规模。\n本次招商蛇口业绩增长的落地，或一定程度上加大了市场对于“公募REITs上市盘活房企不动产资产”的想象，导致了地产股的上涨。\n此前首批9支公募REITs正式上市交易\n6月21日，首批9支公募REITs正式上市交易，其中深交所首批4只基础设施公募REITs分别为首钢绿能、蛇口产园、广州广河和盐港REIT，底层基础设施项目位于京津冀和粤港澳两大一体化发展重点区域，覆盖垃圾处理及生物质发电、产业园区、收费公路和仓储物流等四大主流基础设施领域。\nREITs行情方面，与A股个股普跌不同，7月1日，REITs标的今日普涨。\n\n为什么REITs上市利好房企？\nREITs，英文全称Real Estate Investment Trusts，即不动产投资信托基金，和一般基金相比就是把底层资产从股票换成了不动产（房地产、高速公路、产业园区等基础设施）。\n一方面，不动产的流动性较低，有时候往往无法满足不动产持有人的资金需求。\n另一方面，不动产的投资门槛又比较高，想要投资的中小投资者又无法有效参与。\n怎么解决这种需求呢？REITs就是为此而诞生的金融产品。\n\n对于中小投资者而言，既然几百万、上千万的不动产房子买不起，那我们通过将大家的钱募集起来，然后以基金的形式去买，这样不就能够投资了吗？\n这就好像，股市市场上很多小散买不起一手21w的茅台，但是通过基金的形式，大家也能够把茅台作为自己资产配置的一部分了。\nREITs上市的好处还在于，对于不动产持有人（包括房企）来说，手中的不动产被盘活了，原来的不动产，在急需资金周转的时候，并不是想卖就能卖；但现在这种问题解决了，急需用钱的时候，有市场、有途径可以将不动产变现。\n总体上来说，REITs产品的推出，对企业来说可以有效盘活存量资产、拓展权益融资渠道，改善资产负债表，此次招商蛇口业绩增长的落地就是最好的证明。\nREITs未来空间\n此前提到，目前我国发行的9只公募REITs只涉及到产业园区、仓储物流、高速公路以及垃圾处理和污水治理等行业；根据此前证监会发布数据，我国共有64只REITs产品报备，整体规模超1300亿元。\n结合海外的数据，截止至2020年底，美国REITs发行规模达1.25万亿美元，共有223支产品，占全球市场的6成以上；目前亚洲活跃REITs共有178只，总市值达2924亿美元，其市场规模仅占美国的30%。\n德邦证券认为，考虑到我国基建项目丰富，盘活存量与支持新基建的背景下，预计我国REITs将有巨大的发展空间，参考首批发行情况，假如每年发行800到1200亿元，我国REITs有望实现在未来十年破万亿。","news_type":1,"symbols_score_info":{"000002":0.9}},"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124974880,"gmtCreate":1624725205140,"gmtModify":1703844163047,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124974880","repostId":"1130236052","repostType":4,"repost":{"id":"1130236052","kind":"news","pubTimestamp":1624688929,"share":"https://ttm.financial/m/news/1130236052?lang=en_US&edition=fundamental","pubTime":"2021-06-26 14:28","market":"sh","language":"zh","title":"Brokerage Research Report: The company is the absolute leader in China! Company response: I really am not!","url":"https://stock-news.laohu8.com/highlight/detail?id=1130236052","media":"中国证券报","summary":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深","content":"<p><div>Recently, Shenzhen Ruijie, a company listed on GEM, said in its reply to the letter of concern of Shenzhen Stock Exchange that the statement in media reports that \"the company is the absolute leader in third-party engineering evaluation in China\" was inaccurate. It is reported that this statement comes from the brokerage research report. The target price given by some brokers directly doubled that of Shenzhen Ruijie at that time. Shenzhen Ruijie said that it had reached an agreement with the issuer of the research report, and the other party would complete the replacement of the research report and amend this part of the description within one month. As a sub-new stock, Shenzhen Ruijie hit the highest price in history of 85.71 yuan/share in the early stage of listing, and then fell into a negative decline that lasted for nearly two months until June 18th, when its share price...</p><p><a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Brokerage Research Report: The company is the absolute leader in China! Company response: I really am not!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBrokerage Research Report: The company is the absolute leader in China! Company response: I really am not!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-06-26 14:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Recently, Shenzhen Ruijie, a company listed on GEM, said in its reply to the letter of concern of Shenzhen Stock Exchange that the statement in media reports that \"the company is the absolute leader in third-party engineering evaluation in China\" was inaccurate. It is reported that this statement comes from the brokerage research report. The target price given by some brokers directly doubled that of Shenzhen Ruijie at that time. Shenzhen Ruijie said that it had reached an agreement with the issuer of the research report, and the other party would complete the replacement of the research report and amend this part of the description within one month. As a sub-new stock, Shenzhen Ruijie hit the highest price in history of 85.71 yuan/share in the early stage of listing, and then fell into a negative decline that lasted for nearly two months until June 18th, when its share price...</p><p><a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价突然异动，当天上涨15.90%。就在部分券商上周末（6月19日-6月20日）发布其深度研报后，深圳瑞捷本周一（6月21日）开盘涨停。\n因连续大涨，深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源：公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称：“深圳瑞捷是第三方工程评估国内绝对龙头，目前已与百强地产中的73家地产商建立合作关系，业务范围涵盖500余个城市，过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设，加速全国化进程，进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间，有望成为未来第三方工程服务的白马企业。”\n\n来源：华西证券\n华西证券给出的目标价为116.37元，按研报出具时股价55.40元计算，预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称，“公司是国内绝对龙头（第二名人员规模仅为其41%），不同于工程监理、工程设计等传统建筑工程管理服务业务，第三方工程评估行业2010 年方才诞生，既没有法定资质或许可要求，也尚未形成地域分割、过度竞争的行业格局，客户在选择评估供应商时，主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选，这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家，超过75%订单通过客户直接委托获得（而非招投标），且该比例逐年提升，彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点，敬请广大投资者理性投资，注意风险。”\n上市公司赶忙澄清\nWind数据显示，深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%，而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函，要求其核实并说明前述报道的数据来源，相关报道是否准确，如否，需对前述报道作出澄清，并说明是否存在应披露未披露事项。\n24日晚间，深圳瑞捷回复称，“公司是第三方工程评估国内绝对龙头”相关报道不准确，并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一，且具有一定先发优势。”\n\n来源：公司公告\n关于股价短期内涨幅较大的原因，深圳瑞捷在公告中自称可能是因为“公司上市已超两个月，属于次新股企业，随着时间的推移，投资者逐步关注到公司，并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖，成交量屡破万亿，涨停的上市公司数量也随之增多，部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后，上海贝岭6月21日盘后在股票交易异常波动公告中称，“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示：上述预测为第三方预测，未经公司确认，相关信息以公司公告为准。”\n2020年，沪硅产业在科创板上市初期股价大涨，曾发布公告表示“公司上市以来未接受投资机构及证券公司调研，部分研究报告对公司业绩预测与公司历史业绩情况差异较大，对公司股价预计的依据不足，为其单方面预测，未经公司确认，相关信息以公司公告为准。”\n业内人士认为，研报不能哗众取宠，更不可刻意误导，作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后，以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则，分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1,"symbols_score_info":{"300977":0.9}},"isVote":1,"tweetType":1,"viewCount":3026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158337840,"gmtCreate":1625128723980,"gmtModify":1703736701876,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578363721876728","idStr":"3578363721876728"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158337840","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625021330,"share":"https://ttm.financial/m/news/1168133884?lang=en_US&edition=fundamental","pubTime":"2021-06-30 10:48","market":"sg","language":"zh","title":"Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed for one day on July 5th (Monday), and trading will resume on July 6th (Tuesday).</b></p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>Is the statutory national day of the United States, which is dated on July 4 each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. America's Independence Day is as grand as religious and folk festivals. People clean their courtyards, decorate their homes and fly the national flag before the festival.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. stocks are closed all day on July 5th due to the U.S. Independence Day holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed for one day on July 5th (Monday), and trading will resume on July 6th (Tuesday).</b></p><p>Hong Kong shares, A shares, British shares, Australian shares and Singapore stock markets traded as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>Is the statutory national day of the United States, which is dated on July 4 each year to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. America's Independence Day is as grand as religious and folk festivals. People clean their courtyards, decorate their homes and fly the national flag before the festival.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
