Guotai Junan: It is expected that the purchase and storage of new houses will require 2.60 trillion - 4.40 trillion capital scale

On May 20, Guotai Junan Securities released a research report saying that the current policy efforts will help improve the fundamental expectations of real estate, and follow-up attention will be paid to the use of fiscal means and the promotion of local "trade-in". It is expected that the purchase and storage of new houses will reduce the inventory of real estate enterprises to a satisfactory level within 6 months, which may require 2.60 trillion-4.40 trillion of funds, while the original price acquisition may require a financial discount of 0.8 percentage points.