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21Q3公募基金增减持地产股排名
21Q3公募基金增减持地产股排名
行业数据
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所属报告：
房地产行业年度策略：2022年地产展望向死而生-211114（48页）.pdf
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图表67.我们发现，地产股的行情往往启动于政策宽松预期，并可以持续到销售、房价等基本面数据改善，行情结束
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港股高分红地产股的估值与利率水平基本呈反比
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行业数据
2024-10-29
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A股地产股权融资爆发两阶段：2007-09年和2015-16年
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行业数据
2022-03-22
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重点地产股绝对收益（2021年1月1日-11月19日）
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行业数据
2021-11-24
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TOP5重仓地产股持仓市值和占比
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行业数据
2021-11-15
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TOP10重仓地产股持仓市值和比例
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行业数据
2021-11-15
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政策基调仍是决定地产股短期超额收益的重要因素，下半年基本面重要性提升
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行业数据
2021-09-23
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地产股远期超额利润一直偏低，最高为39%
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3%400 2% 200 1%
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