Special information | real estate and office buildings - 22.1.9

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 108 Share （11.29-22.1.9）

2022 Fixed asset investment outlook in ： Fiscal preposition , Real estate fever -28 page .pdf

2022 Investment outlook of real estate and property industry in ： Think about investment opportunities in the industry from the end -48 page .pdf

2022 Real estate market outlook in ： From chain recession to virtuous circle -35 page .pdf

2022 Top ten judgments of the real estate industry in ： bye , Old times -15 page .pdf

2022 Investment strategy report of real estate industry in ： Break and stand , Waiting for the clouds to clear -37 page .pdf

2022 Investment strategy of real estate industry in ： Borrow the old cycle elasticity , The new pattern grows -47 page .pdf

2022 Investment strategy of real estate industry in ： Winter nights are cold and long , Warm rain and fine wind break the frost at the beginning -50 page .pdf

The power of the back wave —— Count the four emerging business districts in Shanghai , Who is the future CBD The leader of China ？-21 page .pdf

The new normal of future office ：2021 Survey of office tenants in China -25 page .pdf.pdf

China's real estate industry -2022 Outlook for the year ： The survival of the fittest -26 page .pdf

Asia Pacific Real Estate Industry -2022 Outlook for the year ： Rebuild better -92 page .pdf

Asia Pacific Investment Strategy - China HY The real estate ： When in doubt, follow the policy -22 page .pdf

Beijing commercial real estate market 2021 Year review and 2022 Outlook for the year -16 page .pdf

“ Forced ” And “ broken ”—— A guide to organizational capacity building in the real estate industry in the era of management dividends -105 page .pdf

Credit debt 11 The monthly report ： Mining short-term urban investment bonds and high-quality real estate bonds -26 page .pdf

Northeast fixed income real estate bond Series Research Report （ 7、 ... and ）： How much liquidity pressure does the mainstream real estate enterprises have ？-41 page .pdf

China real estate 2021 Annual market summary &2022 Annual trend Outlook -16 page .pdf

Overview of meso economy chapter 7 period ： The real estate is stabilizing , Consumer finance improved -57 page .pdf

Chinese dollar debt tracking notes （ thirty ）： Pay attention to the financing contraction pressure of Chinese dollar bonds in real estate -25 page .pdf

Chinese dollar debt tracking notes （ Twenty-nine ）： Pay attention to the cross market transmission of fluctuations in real estate bonds --26 page .pdf

2021 Annual report of China's real estate super product force -46 page .pdf

Credit debt Review ： Pay attention to the changes and opportunities of the real estate sector after Evergrande risk event -42 page .pdf

Whole market valuation and industry comparison observation ： High allocation real estate 、 New energy 、 Advanced manufacturing track -27 page .pdf

Key assumptions table adjustment and communication essence （2022 year 1 month ）： The deep-seated reason for this round of real estate downturn is that digital investment opportunities may still be underestimated -35 page .pdf

The mainland real estate industry 11 Monthly Statistics Bureau data review and real estate monthly report ： The downward trend of industry data continues , The policy direction is gradually clear -26 page .pdf

2021 year 11 Zhuhai real estate market report in May -50 page .pdf

2021 Zhuhai real estate market report -53 page .pdf

Fixed income theme report ：2021 Real estate market review and 2022 Outlook for the year -17 page .pdf

Fixed income theme report ： Learn from history , Main background and landmark events of previous real estate relaxation -17 page .pdf

Macro special report ： Can the construction of affordable housing hedge the downward pressure of real estate ？-16 page .pdf

Macro topics ： Looking for real estate “ Financial bottom ”-20 page .pdf

Macroeconomic monthly report ：11 The economy continued to pick up in August , The correction of real estate policy has been reflected in the sales side -21 page .pdf

Macro observation 2021 In the first 73 period （ Total number 396 period ）： The impact of China's real estate market on economic growth and employment -21 page .pdf

Macro balance sheet ： Pay attention to the liquidity situation at the end of the year , The margin of the real estate industry continues to pick up -17 page .pdf

Macro balance sheet ： Macro policies should be put forward , Marginal improvement of real estate -18 page .pdf

The depth of home furnishing industry ： Marginal improvement of real estate policy , Prepare for the era of housing stock -41 page .pdf

Online consumption in household appliance industry 11 Monthly heat insight ： After the real estate, the cycle picks up , Home appliance giant Tiktok drive opens a new space -16 page .pdf

2021 year 11 Qingdao real estate monthly briefing in August -71 page .pdf

2021 year 11 Monthly credit bond market operation report ： Real estate net financing 15 Become a regular for the first time in months , The credit spread in the secondary market narrowed -19 page .pdf

2021 year 11 Monthly real estate industry observation and bond market operation dynamics ： Sales of commercial housing increased month on month , The net financing of real estate corporate bond market is still negative -21 page .pdf

2021 A series of observations on the default of real estate bonds in ： A new interpretation of real estate debt default , The default path of medium and large real estate enterprises （ Part 1 ）-25 page .pdf

2021 Xi'an logistics real estate market development report -20 page .pdf

Regular reports of building materials industry ： Policy adjustment and capital improvement , Pay attention to the opportunities of building materials layout in the real estate chain -23 page .pdf

In depth Research Report on building decoration industry ： A series of reports on the golden bottom of the real estate chain , The policy of affordable housing has a warm wind , The industrial chain welcomes investment opportunities -18 page .pdf

The real estate industry can realize “ soft landing ” Do you ？-26 page .pdf

Real estate and property service industry REITs Research ： Public offering REITs Market characteristics and investment outlook -42 page .pdf

Special research on real estate development and household appliances industry ：2022 Key judgment and discussion of real estate industry chain -38 page .pdf

Real estate development industry ： Waiting for the industry to clear , Reshape the competitive landscape -46 page .pdf

Real estate business ： Use valuation , Unveil business development -59 page .pdf

The real estate industry 11 Monthly industry dynamic report ： Sales are the same as 、 Both improved month on month , The first party and the second session release positive signals -27 page .pdf

The real estate industry 2021 year 9 Summary of key industrial policies since August ： Focus on the theme of steady growth , The policy continues to correct the deviation , Optimistic about industry valuation repair -18 page .pdf

The real estate industry 2022 Annual investment strategy ： Switch between new and old cycles , Bottom energy storage transmutation -46 page .pdf

The real estate industry 2022 Annual investment strategy ： There's no making without breaking , Danger and opportunity coexist -47 page .pdf

The real estate industry 2022 Annual strategy report ： Time and tide never fade , Quenching and rebirth -31 page .pdf

The real estate industry 2022 Annual strategy report ： Break through , Hope for a new machine -32 page .pdf

The real estate industry 2022 Investment strategy for real estate development in ： the moon is bright and stars are few , The dawn is shining -33 page .pdf

The real estate industry 2022 Annual investment strategy report ： Policies are entrusted but not implemented , Waiting for the industry to clear -25 page .pdf

The real estate industry 2022 Annual investment strategy ：2022 year , The change and invariance of real estate -41 page .pdf

The real estate industry 2022 Annual investment strategy ： Policy stability , Continue shuffling , Pay attention to the faucet -28 page .pdf

The real estate industry 2022 Annual investment strategy ： The industry has entered a downward cycle , Looking for structural opportunities -55 page .pdf

The real estate industry 2022 Annual strategy report ： Policy recovery , Expect greater efforts to break the negative cycle of credit contraction through demand side policies -45 page .pdf

Special research on real estate industry ： Focus on soil photography , Land prices are loose , State owned enterprises control the market 22 page .pdf

Real estate industry real estate gossip series 24 ： The Enlightenment of the exploration of the new development model from the management of American and Japanese real estate enterprises -17 page .pdf

Tianfeng Q & a series in the real estate industry ： How to view the investment opportunities in the property sector next year -16 page .pdf

Annual report of the real estate industry ： Winter spring -26 page .pdf

Annual report of the real estate industry ： Integration accelerates , Long things should be seen -15 page .pdf

Annual strategy report of real estate industry ： The desolation of development , The rise of property -45 page .pdf

Exploration of new models in the real estate industry 、 Outlook and investment series report （1）： How big is the impact of real estate on growth ？-18 page .pdf

Monthly report of real estate industry ： Fundamental low volatility , Stable demand space opens -20 page .pdf

Special report on pattern optimization of real estate industry ： Pattern optimization , Break the cocoon and regenerate -17 page .pdf

In depth Research Report on the real estate industry ： The vision of the times sets sail for the vision of the times -36 page .pdf

Special research on capital chain of real estate industry ： Under the dark hour , The policy is broken and reborn -21 page .pdf

Risk analysis of capital chain in real estate industry ： Winter solstice Yang Sheng, spring comes again -45 page .pdf

Special topic on analysis of capital problems in the real estate industry ： Under heavy pressure, the capital is in trouble , Policy warming and ice thawing -42 page .pdf

Real estate industry tracking report ： Different cycles - The concentration of real estate development tends to decline -17 page .pdf

The real estate industry ：2022 Analysis of hot real estate issues in -23 page .pdf

The real estate industry ： The course of real estate tax reform 、 Foreign experience and future prospects -25 page .pdf

The real estate industry ： A thousand sails sail by the side of a sinking ship -45 page .pdf

The real estate industry ： The third batch of centralized land supply in Shenzhen ended , Chengdu has introduced a new policy of pre-sale gold -15 page .pdf

Real estate projects SWOT Analyze the case （63 page ）.pdf

2021 year 11 May Kunming Real Estate Market Research Report -55 page .pdf

Special report on nonferrous metals （ zinc ）： real estate + How does the infrastructure cycle drive zinc demand -19 page .pdf

China's leading real estate technology enterprise 50-53 page .pdf

In depth report ： Difficulties and relief of real estate financing -25 page .pdf

Monthly data observation of Hong Kong stock strategy （2021 year 11 month ）： Last month , energy 、 Metal 、 Industrial transportation 、 Insurance and real estate indicators show a downward trend as a whole -26 page .pdf

Glass soda ash 2022 Annual investment strategy ： Tight supply determines the trend of glass in real estate , Large scale production of photovoltaic and strong demand for soda ash -31 page .pdf

glass ： The residual temperature of the real estate completion cycle is still in progress ,2022 The price is relatively stable , Soda ash ,2022 Photovoltaic expectations need to be viewed rationally , Supply does not increase, and support gradually weakens -40 page .pdf

China's real estate industry -2022 Outlook for the year ： Integrate the new era -56 page .pdf

China's real estate industry - Hong Kong Office ： It's time to be green -44 page .pdf

Asia Pacific Real Estate Industry - Seize the opportunity of asset management scale -21 page .pdf

Global real estate industry ： expectation 2022 year , Scattered fate ： Navigating the changing real estate market -303 page .pdf

Policy Report ： Has the darkest hour of China's real estate industry passed ？-35 page .pdf

Vitrified soda ash ： The supply and demand trend of glass soda ash under the background of weak real estate demand -51 page .pdf

2021 year 11 Monthly credit bond market operation report ： Real estate net financing 15 Become a regular for the first time in months , The credit spread in the secondary market narrowed -19 page .pdf

Steel annual report ： High production and high cost are no longer ,2022 Annual demand also depends on real estate -31 page .pdf

Special in-depth report on steel consumption demand analysis in steel industry ： How does the decline in real estate investment affect steel demand ？-27 page .pdf

aluminum 2022 Annual investment strategy ： Tightening liquidity and property concerns , Aluminum prices first fell and then rose -26 page .pdf

The logic of allocating real estate loans in the banking industry 、 Risk and transformation direction ： be closely related and mutually dependent , There's no making without breaking -33 page .pdf

High yield debt 11 Monthly strategy monthly report ： The valuation of high-yield bonds deviated higher due to active trading , The financing of private real estate enterprises may be improved -19 page .pdf

High frequency data tracking （2021 year 12 Yue di 3 Zhou ）： Real estate sales picked up slightly -24 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 118 Share （10.25-11.28）

1-10 Monthly real estate industry data review ： Under the credit repair, the margin of decline in the funds in place of real estate enterprises narrowed , The rest of the data fell back comprehensively, and the investment data fell to the historical bottom -18 page .pdf

1-10 Monthly Statistics Bureau real estate industry data analysis ： The decline in sales accelerated , The pressure on real estate enterprises to make funds available is expected to ease -15 page .pdf

10 month 21Q4 Economic data forecast update ： Drop accuracy 、 Will real estate sales stabilize ？-16 page .pdf

10 China's macroeconomic operation and bond market policy observation in June ： The problem of power rationing has been solved to some extent , There are still hidden worries about the real estate and epidemic situation -19 page .pdf

10 Monthly macro policy monthly report ： Real estate tax expansion accelerates long-term reform , Economic pressure in the short term depends more on structural easing -20 page .pdf

2021Q3 Summary of financial report of real estate industry ： The performance and cash of the sector fell , The leading advantage of adversity is outstanding -20 page .pdf

2021 Global real estate report in the first half of the year -21 page .pdf

2021 Beijing logistics real estate market development report -19 page .pdf

2021 year 10 Observation on China's cultural tourism real estate market in June -28 page .pdf

2021 year 10 Qingdao real estate monthly briefing in August -70 page .pdf

2021 year 10 Monthly real estate industry observation and bond market operation dynamics ： Real estate sales are still poor , The credit risk of high debt real estate enterprises is still high -20 page .pdf

2021 year 10 Comments on monthly economic data ： The decline of real estate economy deepened , data “ Pick up ” It's hard to say how to stabilize -18 page .pdf

2021 year 3 Quarterly Qingdao real estate market quarterly briefing -71 page .pdf

2021 Review and outlook of the real estate industry in the third quarter of 2013 -36 page .pdf

2021 Commercial real estate trend insight white paper -68 page .pdf

2021 Development report of top 100 real estate service enterprises with comprehensive strength -29 page .pdf

2022 Analysis and prediction of the growth rate of real estate investment in ： Pass the adjustment , Tend to be stable -15 page .pdf

2022 Real estate industry strategy report ： There is no change -26 page .pdf

2021 Real estate, home furnishing and home decoration industry report -65 page .pdf

2021 China's new charm property market list 10 Interpretation of monthly list -25 page .pdf

2021 Interpretation of China's new charm property market list in the third quarter -28 page .pdf

2021 Summary of the real estate market in the third quarter of 2013 0930-34 page .pdf

National second-hand housing market monthly report （2021 year 10 month ）-18 page .pdf

National second-hand housing market monthly report （2021 year 9 month ）-19 page .pdf

National new house market monthly report （10 month ）-18 page .pdf

National leasing market monthly report -202109-22 page .pdf

National leasing market monthly report -202110-19 page .pdf

9 Comments on monthly financial data ： Real estate pressure , Why not worry about finance ？-18 page .pdf

A stocks 2021 Analysis and summary of the third quarterly report of the year ： Consumption and real estate increased significantly in a single quarter , Drag on A The third quarter report of stocks was significantly lower than expected -42 page .pdf

Shanghai real estate market report 2021 Third quarter of 2007 -7 page .pdf

China's real estate and property management industry -2022 Outlook for the year ： Tactical opportunities in the pre growth era -75 page .pdf

Asia Pacific Real Estate Industry - Indonesian real estate ： After the commodity super cycle , Will there be a boom in real estate -33 page .pdf

“ Structural adjustment and reform dividends ” Series five ： How big will the impact of the stock property tax be -24 page .pdf

Digital Beijing ： Beijing commercial real estate ecology under the development strategy of digital economy -22 page .pdf

Credit debt 10 The monthly report ： guangxi 、 sichuan 、 The interest margin of Xincheng investment has narrowed significantly , Low grade real estate spreads hit a new high -26 page .pdf

Domestic and overseas high frequency data tracking ： Real estate sales remained weak , Federal Reserve taper Landing but maintaining doves -40 page .pdf

Heater - Real estate refined decoration commodity housing market -13 page .pdf

Broaden global vision , Promote scientific and technological innovation - Global real estate technology white paper -28 page .pdf

2021 year 8-9 Guangzhou real estate market bimonthly report -31 page .pdf

Credit debt 10 The monthly report ： guangxi 、 sichuan 、 The interest margin of Xincheng investment has narrowed significantly , Low grade real estate spreads hit a new high -26 page .pdf

Credit debt Review ： The primary issuance rebounded , Pay attention to the general direction and marginal adjustment of real estate policy -40 page .pdf

Credit debt Review ： The real estate storm continues to spread , The real estate tax is gradually approaching -42 page .pdf

Bond market Qiming series ： What are the expectations of real estate ？-28 page .pdf

Monthly report on commercial real estate market （2021 year 10 month ）-28 page .pdf

Special report on fixed income ： Prospects for the pilot of real estate tax in China -31 page .pdf

Domestic policy and overseas voice 3 period ： Carbon emission reduction support tools have been officially launched , Marginal easing of real estate policy -28 page .pdf

Special topic of real estate credit ： Half way bricks become gold -15 page .pdf

Real estate sentiment repeats , Bears come out and watch -28 page .pdf

Credit research of real estate industry ： A turnaround in the crisis -21 page .pdf

Paradigm and application of digital transformation in real estate industry .pdf

Urban investment industry 2021 Review and Prospect of market operation in the first three quarters of the year ： Credit differentiation may further intensify , Pay attention to the risk transmission from real estate bonds to urban investment -16 page .pdf

Macro research monthly report ：PPI Overtopping 、 Social finance has hit the bottom 、 Stable production and wide credit , Promote the further elimination of stagflation pressure -28 page .pdf

Macroeconomic topics ： The relaxation effect of real estate regulation may be limited -18 page .pdf

Macroeconomic monthly report ：10 The economy continued to pick up in August , Follow up on the reversal of the real estate accelerator -20 page .pdf

Macro balance sheet ： Real estate credit is expected to rise , The central bank increased the amount of reverse repo -17 page .pdf

Macro high frequency data tracking weekly report ： Supervise and maintain the stability of real estate , Pay attention to the release of economic data -31 page .pdf

Real economic policy map 2021 In the first 14 period ： Real estate tax “ broken ”-24 page .pdf

Real economic policy map 2021 In the first 17 period ： The property has passed “ Darkest hour ”-22 page .pdf

U.S. health care services -HC Prospects for real estate investment trusts and elderly residential real estate operators -34 page .pdf

Regular reports of building materials industry ： Real estate credit has improved , The incentive willingness to consume building materials is high -22 page .pdf

Current macroeconomic report ： Real estate regulation , Economic pain -45 page .pdf

The real estate STO white paper - The first 2 Chapter ：STO The advantages of -20 page .pdf

Real estate, home furnishing and home decoration industry report 2021-65 page .pdf

Special report on policy analysis and income calculation of real estate tax pilot ： Real estate tax pilot boots landing , Trillion tax revenue is expected in the future -17 page .pdf

Marginal relaxation of real estate policy ,PVC A sharp rebound -21 page .pdf

Annual strategy report of real estate property management industry ： Focus on Growth , Stock opportunities remain to be tapped -31 page .pdf

Real estate tax ： Reform process 、 Experience and revelation -18 page .pdf

The real estate industry 10 Monthly Statistics Bureau data review and real estate monthly report ： The overall data continues to decline , The policy restoration is gradually strengthened -25 page .pdf

The real estate industry 10 Monthly industry dynamic report ： The second batch of centralized land supply has been basically completed , Sales pressure at the end of the year is high -27 page .pdf

The real estate industry 2022 Annual strategy ： The time shift easily , sweep -20 page .pdf

The real estate industry 2022 Annual investment strategy ：“ annoyance ” And “ Happy troubles ”-30 page .pdf

The real estate industry 2022 Annual strategy ： Break and stand , Old and new , Opening and closing -69 page .pdf

The real estate industry 2022 Annual investment strategy ： Alienation of fast turnover 、 Decline and industry freshmen -38 page .pdf

Special report on the real estate sector in the real estate industry ： The marginal pressure of policy tends to slow down ,“ Room for not stir ” Still the main tone -23 page .pdf

Real estate industry dynamic report ： Quantitatively measure the progress of mortgage pressure drop , Mortgage delivery is accelerated, leaving room - How does mortgage acceleration drive new home sales ？-21 page .pdf

Special report on commercial real estate in real estate industry ： Commercial asset stock competition , High quality business management services become scarce resources -22 page .pdf

Business management of real estate industry ： Benchmarking and building brands , Light up and build a platform -33 page .pdf

Real estate industry real estate gossip series 22 ： From the perspective of business finance , State owned enterprises and private enterprises “ All the way ”-17 page .pdf

Affordable rental housing of the real estate Theory Series in the real estate industry （ 15、 ... and ）： A new cycle of physical formation -25 page .pdf

Quantitative measurement framework of real estate industry -24 page .pdf

Annual strategy of the real estate industry ：2022 Annual real estate Outlook , Born to die -51 page .pdf

The latest views and of the real estate industry 1-10 In depth interpretation of monthly data ： Investment willingness continues to decline , Marginal improvement of funding sources -16 page .pdf

In depth report on the real estate industry ：A Shares of the real estate industry 2021 Summary of the third quarterly report of , The downward trend of the industry continues , Focus on stock market opportunities -17 page .pdf

In depth report on the real estate industry ： The beneficiaries of the stock age , The logic of high growth remains unchanged -23 page .pdf

Overseas chapter of special research on tax reform in the real estate industry （ 3、 ... and ）： Save more than flow , The development of local finance under the balance of the new system -28 page .pdf

Financing mode and risk deduction of real estate industry ： Bank real estate , The way to break the situation -37 page .pdf

The real estate industry looks at real estate through finance ： Infrastructure space and land transfer fee -15 page .pdf

The real estate industry （ Real estate development ）2022 Annual investment strategy ：2022, Break and stand , Xiao Yu's new life -37 page .pdf

The real estate industry ： There is a stall risk in real estate fundamentals -19 page .pdf

The real estate industry ： Analysis of real estate tax pilot , Real estate tax pilot first , Pilot efforts should be light rather than heavy -15 page .pdf

The real estate industry ： Policy marginal relaxation can be expected , Grasp the structural opportunities of the sector -25 page .pdf

The real estate industry ： The temperature of the second batch of centralized land supply is obviously reduced , State owned enterprises and local real estate enterprises become the main force of land acquisition -50 page .pdf

The real estate （ Real estate development ）2022 Annual investment strategy ：2022, Break and stand , Xiao Yu's new life -25 page .pdf

The real estate （ Property services ） industry 2022 Annual investment strategy report ：2022, Green mountain is still in , Used to watch the autumn moon and spring wind -25 page .pdf

Explore the series of Chinese dollar bonds ： Chinese dollar bonds 10 The monthly report , How bad can real estate bonds be in the short term , How to solve it finally ？-19 page .pdf

Asia Pacific Real Estate Industry - Real estate trust investment fund ： Retail is on the defensive -38 page .pdf

Asia Pacific Investment Strategy - Answer “ Problem industries ”： China HY real estate -29 page .pdf

Asia Pacific Investment Strategy - We are optimistic about China HY、 China HY Five reasons for real estate -21 page .pdf

Policy Research ： International Version research - What effect does the real estate tax have ？-24 page .pdf

Yueying Zhifeng's real estate industry ： Short term market pressure remains , The policy underpinning is expected to rise -20 page .pdf

Yueying Zhifeng's real estate industry ： The bottom of the financing side policy has appeared , Pay attention to the progress of the real estate tax pilot -21 page .pdf

Overseas real estate industry 2022 Annual investment strategy ： Trade clearance , Waiting for a turn -46 page .pdf

Depth study ： How much impact does real estate have ？-22 page .pdf

US stock investment strategy - Tower real estate trust ： Growing confidence in the prospects of strong towers -35 page .pdf

Asia Pacific Real Estate Industry - Residential five factor model ： Who ranks first ？-41 page .pdf

Asia Pacific Real Estate Industry - the Philippines ： Residential risks and reopening of shopping malls -30 page .pdf

US stock real estate industry - come from 2021 year 11 Highlights of the National Association of real estate investment trusts in August -23 page .pdf

Special report on Strategy ： How does the real estate policy affect ？-28 page .pdf

Special research report on Strategy ： How to allocate major assets in the downward cycle of real estate -23 page .pdf

Special research report on Strategy ： What stage is the current real estate downward cycle -23 page .pdf

Strategy topics ： Some thoughts on the pilot reform of real estate tax , economic 、 The stock market 、 Correlation analysis of house prices -21 page .pdf

American economic watch ： American macroeconomic Handbook - Real estate -20 page .pdf

Monthly report of glass soda ash ： A month's gain is a loss , Real estate dragged glass down , The fundamentals of soda ash driven by photovoltaic are worry free -37 page .pdf

Hit by youth ： On urban investment at the turning point of the real estate cycle -24 page .pdf

2021 year 3 Quarterly Qingdao real estate market quarterly briefing -71 page .pdf

Innovative growth engine ： How Asia Pacific Science and technology center reshapes regional real estate -15 page .pdf

High yield debt 10 Monthly strategy monthly report ： The net price index of high-yield bonds changed from up to down , Private real estate risks are still clearing -17 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 61 Share （9.27-10.24）

1-9 Monthly real estate industry data review ： The decline in sales has narrowed, and the investment continues to fall , It is expected that the financial pressure of real estate enterprises may be relieved under the policy repair -18 page .pdf

2021 Residential property management development report -14 page .pdf

2021 School property management development report -20 page .pdf

2021 year 9 Monthly real estate industry observation and bond market operation dynamics ： The trading volume of commercial housing has declined continuously , Huaxia happiness announced its debt restructuring plan -23 page .pdf

2021 Research Report on community home-based elderly care service -12 page .pdf

National new house market monthly report （8 month ）-18 page .pdf

9 China's macroeconomic operation and bond market policy observation in June ： Supply side factors lead to weak production , Real estate regulation policies may have “ Soften ”-16 page .pdf

Global real estate industry -15 Real estate in a city minutes away ： For flexibility 、 Requirements for versatility and Sustainability -27 page .pdf

The global machinery industry - Global elevator ： Assess the risks of Chinese real estate -39 page .pdf

Global real estate industry - Whether the real estate market should be adjusted -25 page .pdf

Great changes in real estate ： Risk assessment and impact analysis -20 page .pdf

Northeast fixed income real estate bond Series Research Report （ 6、 ... and ）： Comparison of the operation of five large real estate enterprises （ Next ）-44 page .pdf

China “ the 14th Five-Year Plan ” Planning for the future of real estate -172 page .pdf

China market strategy ： Changes in real estate , The significance of population aging for common prosperity -24 page .pdf

Future wisdom habitat white paper -31 page .pdf

Chinese dollar debt tracking notes （ twenty-seven ）： Real estate bonds have been significantly adjusted , High yield sector spreads widened -24 page .pdf

Financial Performance Analysis series of industrial issuers ： Industry profits have generally improved 、 Solvency continues to diverge , Focus on real estate 、 The debt repayment index of coal and air transportation industry is weakened -20 page .pdf

From real estate cycle to power cycle -21 page .pdf

Bimonthly report of real estate industry in Dawan District （8-9 monthly ）-17 page .pdf

National real estate industry monthly report （8-9 monthly ）-22 page .pdf

Credit topics ： Real estate debt will not cause systemic risk -17 page .pdf

Credit debt 9 The monthly report ： The configuration cost performance has increased slightly , The real estate valuation fluctuates greatly -37 page .pdf

Credit debt Review ： The primary issuance has rebounded , The decline in real estate bonds continued -40 page .pdf

Credit debt Review ： Pay attention to the spread of pessimism about domestic and foreign bonds -39 page .pdf

The credit market 10 Month Outlook ： Market deduction and risk prevention under the real estate storm -73 page .pdf

Bond market Qiming series ： Will real estate financing continue to tighten ？-30 page .pdf

Key assumptions table adjustment and communication essence （2021 year 10 month ）： Multi hotspot discussion , Changes in the real estate industry 、 Reasons and Countermeasures for power rationing 、 The third quarterly report is forward-looking -34 page .pdf

Fixed asset investment analysis framework （ The next part ）： Infrastructure investment 、 Manufacturing investment and real estate investment -33 page .pdf

A series of research reports on fixed income real estate bonds （ 5、 ... and ）： Comparison of the operation of five large real estate enterprises （ On ）-56 page .pdf

The fifth series of policy insights into the real estate industry ： Under the new regulations, the second batch of land supply is getting colder , The central state-owned enterprises are the main force in obtaining land for the market -15 page .pdf

Real estate industry gossip series 19 ：“ Money + stock ” Within the framework of , How to deduce the investment of real estate enterprises -18 page .pdf

Real estate and property service industry tracking report ： Expected inflection point of Risk Spillover , Bottom line and flexible thinking coexist -19 page .pdf

The real estate industry 9 Monthly Statistics Bureau data review and real estate monthly report ： Investment continues to decline , The financial pressure is prominent -25 page .pdf

The real estate industry 9 Monthly industry dynamic report ：“ Jinjiu ” The peak sales season turns weak , The central bank releases the signal of maintaining stability -32 page .pdf

Special research report on real estate industry ： Exploring the source of rapid changes in fundamentals -16 page .pdf

Special research on real estate industry ： Different cycles , Development project transfer is hard to find -18 page .pdf

A series of in-depth reports on the theme park industry of the real estate industry ： Universal studios Beijing , from “ Film Carnival ” To “ World class family entertainment resort ”-48 page .pdf

The real estate industry sees the changes of cities and real estate enterprises in the first three quarters from the land acquisition data ： The land market is cold , How do the strategies of various real estate enterprises change ？-20 page .pdf

The real estate industry also discusses the analytical framework of the unity of opposites between risk and growth ： Ten questions about the risk and impact of financial distress of individual real estate enterprises -22 page .pdf

Deep research on commercial real estate in real estate industry （ One ）： Experiential consumption may be the mainstream , Lead the diversity of commercial real estate formats -25 page .pdf

Monthly report of land market in real estate industry ：9 The construction area of land transactions in September fell year-on-year 28%, The growth rate is basically the same as that in the past two months , Structurally, the growth rate of the first and second tier has become positive due to centralized land supply , The third and fourth lines continue to go down -58 page .pdf

A summary of the semi annual report of real estate development in the real estate industry ： Restraint in the face of the waves , Wait for dawn when the profit margin bottoms -43 page .pdf

Credit risk analysis and future policy deduction of real estate enterprises in the real estate industry ： Whether there is evidence to follow before the risk exposure of real estate enterprises ？-21 page .pdf

The latest views and of the real estate industry 1-9 In depth interpretation of monthly data ： Maintain policy marginal improvement judgment , Maintain the subsequent improvement judgment of new construction -17 page .pdf

The real estate industry ： Fundamentals continue to be depressed , The dawn of policy inflection point has appeared -18 page .pdf

The real estate industry ： Quantitatively measure the progress of mortgage pressure drop , Mortgage delivery is accelerated, leaving room -16 page .pdf

The real estate industry ： The era without real estate enterprises , Only the real estate enterprises in the era -30 page .pdf

The real estate industry ： Look at the deductive direction of current real estate policy from the perspective of expectation -15 page .pdf

The real estate （ Property services ） industry 2022 Annual investment strategy report ：2022, Green mountain is still in , Used to watch the autumn moon and spring wind -31 page .pdf

Morgan Stanley - China's real estate industry - Whether the spillover risk of China's real estate industry is controllable ？-39 page .pdf

New rotating clock ： From real estate cycle to power cycle - 20 page .pdf

Depth study ： The real estate path to achieve common prosperity -23 page .pdf

China's investment strategy -1.2 Trillion dollar asset classes are forming , Will China become the largest real estate investment trust market in the world ？-96 page .pdf

Asia Pacific Real Estate Industry -ESG radar ： Singapore real estate -37 page .pdf

Industry boom observation series No 23 period ： Real estate investment turns negative in a single month , The construction demand is weak -16 page .pdf

Tianfeng Q & a series in light industry manufacturing industry ： Real estate chain export double control aluminum plastic film and other hot spots -15 page .pdf

Light industry manufacturing industry monthly report ：9 Monthly real estate data is in the doldrums , Cultural office supplies agency zero continues to pick up -23 page .pdf

Research on the credit risk of real estate in the banking industry ： How to evaluate the debt risk of banks to real estate enterprises ？-16 page .pdf

banking ： Evergrande group's debt risk to finance 、 Transmission and influence of real estate and economy , Risk controllable , Economic growth pressure -30 page .pdf

Ride the wind and waves , Domestic and foreign investors have increased their investment in China's real estate -13 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 19 Share （8.30-9.26）

2021 year 7 Month hardbound real estate orvey observation - Engineering version -12 page .pdf

2021 Shenzhen office investment report -11 page .pdf

China 300 Industrial map of a city （ 3、 ... and ）： Agriculture, forestry, animal husbandry, fishery and real estate industry chain -30 page .pdf

“ The era of National Games ” Xi'an commercial real estate market -34 page .pdf

A series of research reports on fixed income real estate bonds （ Four ）： Restore the operation of the real estate company from the data -15 page .pdf

Analysis of real estate debt framework and detailed explanation of industry investment points ： Private real estate enterprises -73 page .pdf

Real estate industry gossip series 18 ： In a dilemma , Reflection on real estate policy and industry trend -18 page .pdf

General review of real estate ： Policy discipline （1980-2021 year ）-24 page .pdf

Macro special report ： What do you think “ Sales are hot ” American real estate and its impact after ？-17 page .pdf

Macro periodic ： High frequency and policy half moon view , Real estate and limited production , Will you relax ？-20 page .pdf

Macro depth ： New real estate bureau -22 page .pdf

Large central construction enterprises in the construction industry 2021 Summary and analysis of financial statements in the first half of the year ： High order revenue growth 、 The performance of infrastructure business is better than that of real estate business -15 page .pdf

The real estate industry 2021H1 Commercial real estate China Daily summary ： Commercial real estate has become the second growth curve of real estate enterprises -15 page .pdf

Typical overseas logistics real estate in the real estate industry REITs Special report on products and domestic brand logistics real estate ： Lean on REITs Trend , Warehousing and logistics public offering REITs Is setting sail -41 page .pdf

Yueying Zhifeng's real estate industry ： The property market continues to weaken , The financing side remains tight -22 page .pdf

Depth study ： Revelation from Japanese real estate foam to banking crisis -24 page .pdf

Light industry manufacturing industry monthly report ：8 The completion of real estate in June continued a high boom ; Household exports pick up slightly in a single month -23 page .pdf

Food and beverage industry 2021 Summary of Baijiu ： High end stability , Secondary high-end fast , Elasticity of local wine -16 page .pdf

High frequency data tracking （2021 year 9 Yue di 2 Zhou ）： The real estate has improved month on month , Prices have mostly rebounded -24 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 27 Share （7.26-8.29）

2021 China's film and television real estate development opportunities from a global perspective -35 page .pdf

2021 year 7 Observation on China's cultural tourism real estate market in June -16 page .pdf

2021 China's second quarter logistics real estate analysis report -28 page .pdf

2021 Medium term investment strategy of building materials industry in ： Focus on the real estate completion cycle , Grasp the concentration of consumption of building materials and improve -51 page .pdf

2021 Tianjin office market observation report -6 page .pdf

Climate risk and commercial real estate value -71 page .pdf

In depth research on agent construction industry （ One ）： Light assets and high gross profit , Help separate the weight of real estate -21 page .pdf

Xingzheng strategy industrial capital series report ： From the perspective of shareholder increase, Poly Real estate rose -25 page .pdf

The mainland real estate industry 7 Monthly Statistics Bureau data review and real estate monthly report ： The growth rate of sales has declined , Real estate investment supports fixed investment -24 page .pdf

Monthly report on commercial real estate market （2021 year 7 month ）-29 page .pdf

The impact of the cooling of the real estate cycle on growth is geometric ？-19 page .pdf

Special research on the impact of real estate policies on the consumer building materials industry ： Real estate regulation disturbs demand , Supply leads enterprise growth -25 page .pdf

Series of reports on Urban Grassroots research in the real estate industry ： Suzhou chapter , The property market is stable under strict regulation , The impact of housing loan tightening is becoming more and more obvious -21 page .pdf

The fourth series of policy insights into the real estate industry ： Take advantage of industrial policies , Material enterprises welcome development opportunities -20 page .pdf

Real estate industry gossip series 13 ： Elaborate on the third-party development of property management -16 page .pdf

Macro balance sheet ： Pay attention to individual credit risk pressure , Affected by the policy, the performance of real estate is weak -18 page .pdf

Macro balance sheet ： At the end of the month, the central bank maintained liquidity , Affected by the real estate and epidemic situation, the residential end is weakened -16 page .pdf

Real economic policy map 2021 In the first 4 period ： Real estate is a drag on demand -19 page .pdf

Building decoration industry real estate 、 Building materials 、 Light Industry joint in-depth research report ： When the real estate chain is properly configured -28 page .pdf

Architectural decoration industry ： Looking for opportunities for architectural reform , Clay pat “ Competitive quality ” Open a new era of real estate chain -26 page .pdf

Special research report on real estate industry ： Under insufficient supply , How do we view the interpretation of real estate policy and plate opportunities ？-19 page .pdf

The value of the real estate Theory Series in the real estate industry （ fourteen ）： Reverse value destruction , Reshape forward valuation -36 page .pdf

The real estate industry ： Typical overseas business REITs Special report on products and domestic brand commercial real estate , borrow REITs Power of , The stock operation needs to be loaded lightly -52 page .pdf

Yueying Zhifeng's real estate industry ： Adjust the soil auction more to guide the local city to cool down , Property market transaction “ The production of body fluid ” Fade away -21 page .pdf

Industry boom tracking series reports ：　 New real estate starts have weakened significantly , The penetration rate of new energy vehicles has increased -33 page .pdf

Light industry and fashion industry ： Home entertainment monthly report ,7 The monthly boom fell slightly , The completion of real estate increased steadily, and sales fell -16 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 33 Share （6.21-7.25）

2021 Investment strategy of real estate bonds in the second half of the year ： Increased differentiation , Choose securities carefully -31 page .pdf

2021 White paper on commercial real estate development -34 page .pdf

2021 year 6 Observation on China's cultural tourism real estate market in June .pdf

2021 year 6 Monthly industry interest margin tracking ： The cycle industry continues to narrow , Real estate pressure, urban investment differentiation -13 page .pdf

2021 Interim strategy report of real estate bonds in ： Look for pricing anchors and wrong kill coupons -43 page .pdf

2021 Quarterly report of pension real estate market in the second quarter of .pdf

6 Monthly Xingzheng fixed income industry interest margin tracking ： The interest rate spread of the real estate bond industry is facing continuous upward pressure -15 page .pdf

ETF Tracking section 15 period _：7 Since June, funds have flowed into financial real estate ,ETF Turn into net inflow -12 page .pdf

Northeast fixed income real estate bond Series Research Report （ One ）： How to find real estate companies with investment value ？-30 page .pdf

2021 Research Report on office rent index in the first half of the year -14 page .pdf

Chinese real estate bond market 6 Monthly tracking ： Domestic financing recovery , Overseas high interest rates occur frequently 、 Monthly valuation goes up -20 page .pdf

Monthly report on industrial real estate market （2021 year 6 month ）.pdf

The second comparative series of industrial chain research ： Industrial chain cost transmission mechanism （ Infrastructure and real estate ）-25 page .pdf

Look at the credit fundamentals of real estate enterprises from the annual report -20 page .pdf

On American real estate “ Good time ”： Be alert to the U.S. real estate data “ diving ”-19 page .pdf

Huaxia Shanghai stock exchange financial real estate ETF： A big financial collapse is in sight , Future period -15 page .pdf

One of the depth series of commercial real estate industry ： Take advantage of consumption , Enjoy operational dividends -83 page .pdf

Fixed income topic ： real estate “ eventful times ” When is it ？-12 page .pdf

Domestic and overseas high frequency data tracking ： New construction of infrastructure real estate or marginal slowdown , US bond yields fell sharply -48 page .pdf

Real estate industry gossip series 8 ： Population inflow superimposed wealth accumulation , The development of large urban agglomeration can be expected -13 page .pdf

Fund research ： It's faster to take your time ~ Long distance runner Huaxia SHANGZHENG financial real estate -20 page .pdf

Macroeconomic topics ： cement 、 Glass performance , Mapping the differentiation of real estate investment structure -10 page .pdf

The real estate industry 6 Monthly real estate data ： The overall slowdown under the tightening credit environment -12 page .pdf

The ninth series of real estate gossip in the real estate industry ： Chat 2021 Newly listed and pending material enterprises -14 page .pdf

Special report on real estate financing in the real estate industry （ Two ）： Debt “ innocent ”-23 page .pdf

A series of real estate transformation in the real estate industry ： Real estate transformation medical and aesthetic institutions -21 page .pdf

Yueying Zhifeng's real estate industry ： Mid year sprint supply volume , Top 100 sales were weaker than expected -21 page .pdf

Logistics real estate industry observation series ——REITs.pdf

Strategy topics ： Weak consumption in the real estate chain , Worthy of attention -15 page .pdf

Industry prosperity observation ： Real estate finished with strong glass , Crude oil is a strong leader in bulk oil -35 page .pdf

Industry boom observation ： The completion of the real estate is better , The output of industrial robots increased year-on-year -39 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 31 Share （5.17-6.20）

2021 year 5 Monthly commercial real estate market report -27 page .pdf

2021 Medium term outlook of real estate bonds in ： When the wind is high and the waves are fierce , We need to be steady and far-reaching -23 page .pdf

2021 Medium term strategy of real estate industry in ： real estate +X At the right time -27 page .pdf

4 Comments on monthly economic data ： Where is the economic resilience , There is an exit , There is real estate -10 page .pdf

Start with two stories &4 Comments on monthly economic data ： real estate , Fight the immortal Xiaoqiang -13 page .pdf

2021 year 5 Observation on China's cultural tourism real estate market in June -16 page .pdf

Monthly report on industrial real estate market （2021 year 5 month ）-17 page .pdf

Chinese real estate bond market 5 Monthly tracking ： The spread range fluctuates , Dollar financing is less than expected 、 Rating adjustment -22 page .pdf

Chinese real estate bond market 5 Monthly tracking ： The domestic primary and secondary markets are depressed , overseas 6 Issue more high interest coupons at the beginning of the month -20 page .pdf

The insurance transformation of the insurance industry is going on for six ： Pension real estate , How strong shearing section.at , The game accelerates -32 page .pdf

Bond market Qiming series ： From residents' medium and long-term loans to the decline of the real estate cycle -30 page .pdf

Special report on commercial real estate industry （ 3、 ... and ）： The debate of light and heavy patterns , Take risks to eat Limited meat or drink soup from many families based on strength ？-37 page .pdf

Fixed income topic ： When “ Regulatory tightening ” run into sb. “ Asset shortage ”, real estate ABS What do you think ？-17 page .pdf

Real estate industry 2021 Interim Strategy Report ： Enter the era of large real estate operation -38 page .pdf

A series of reports on the fundamentals of the real estate industry ： The first public offering REITs What kind of valuation and return are implied ？-26 page .pdf

Real estate industry gossip series 3 ： The difference between commercial property management and residential property management -13 page .pdf

The sixth series of real estate industry gossip ： From the comparison of mainstream real estate enterprises, we can see the mystery of Longhu's high valuation -22 page .pdf

The fourth series of real estate industry gossip ：2021 The new construction continued to be depressed in -11 page .pdf

The property sector of the real estate industry 2020 Annual report analysis summary ： Real estate post cycle Pearl , The climate is getting better -31 page .pdf

2021 year 4 Monthly hardbound real estate report -12 page .pdf

Household appliances industry 4 Monthly data monthly report ： Sheling real estate continues to recover , Sales of air conditioners increased steadily -19 page .pdf

Regular reports of building materials industry ： The completion of real estate sales is improving , It is recommended to pay attention to consumer building materials -23 page .pdf

Real estate development industry 2021 Half year strategy ： Develop selected high-quality ROE Faucet , Commercial real estate is expanding rapidly 、 Growth is at the right time -46 page .pdf

The leading index of real estate stocks in the real estate industry 5 Monthly monitoring ： The popularity of the real estate sector fell , The index performance rebounded at the end of the month -11 page .pdf

The fifth series of real estate gossip in the real estate industry ： Count the mainstream business management enterprises , Each has its own advantages in operation and development -16 page .pdf

Yueying Zhifeng's real estate industry ： New home sales remain high , Improve the local auction system in more places -21 page .pdf

Yueying Zhifeng's real estate industry ： Property market “ Indian summer ” continue , The heat of the first batch of soil auction is high -21 page .pdf

Overseas real estate industry 2021 Mid year investment strategy ： Cross the trough , Waiting for the twilight -30 page .pdf

List of contents .txt

Special topic on Internet in computer industry ~ Construction and real estate ： Architecture IT, Research framework -44 page .pdf

Light industry manufacturing industry monthly report ： Real estate sales are 19 There is still rapid growth in , The price of raw materials stabilized -23 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 25 Share （4.19-5.16）

2021 year 4 Observation on China's cultural tourism real estate market in June -20 page .pdf

Monthly report on industrial real estate market （2021 year 4 month ）-19 page .pdf

Chinese real estate bond market 4 Monthly tracking ： The overseas interest rate spread fluctuated at a high level , Variable ratings lead to upward valuation -22 page .pdf

2021 China real estate intelligent operation list and Research Report -77 page .pdf

Research and judgment on the future of China's economy and West China commercial real estate -28 page .pdf

Real estate industry dynamic tracking report ： Investment remains resilient , The heat of the property market continues -15 page .pdf

Real estate industry fundamentals tracking series report II ： The secret of centralized land supply -30 page .pdf

One of the series of policy insights into the real estate industry ： The first batch of centralized land supply opened , What are the characteristics of the local auction market -19 page .pdf

Monthly report of real estate industry ： Check business loans in many places , The property market is welcoming “ Indian summer ”-17 page .pdf

The third series of studies on property management in the real estate industry ： High growth style remains , Diversification potential is expected -28 page .pdf

Household appliances industry household appliances society zero & Comments on real estate data ：21M3, The real estate sales data increased , The recovery trend of household appliances is expected to continue -13 page .pdf

Special report on real estate industry ： Disassembly of real estate policy objectives and trend analysis -13 page .pdf

The real estate industry in China REITs The fourth in a series of market insight reports ： Logistics real estate , The funding model is mature , Natural scarcity of assets -25 page .pdf

The real estate industry Kerry Real estate stocks leading index 4 Monthly monitoring ： The popularity of the real estate sector fell , The index is not as good as the market -11 page .pdf

One of a series of reports on commercial real estate in the real estate industry ： Shopping center industry space calculation , Consumption is driven by the long wind , Run to the sea of stars -30 page .pdf

The real estate industry ： The real estate position bottomed , Stock allocation differentiation -12 page .pdf

Singapore real estate trust and real estate business trust analysis report -35 page .pdf

Digital atlas of Chinese real estate 2021-42 page .pdf

2021 China's first quarter logistics real estate analysis report -26 page .pdf

Asia Pacific Real Estate Industry - Malaysian real estate ： Structural disadvantages still exist -25 page .pdf

Research on hundreds of enterprises 8 period （ Two ）： Research summary of real estate companies -13 page .pdf

Light industry manufacturing industry monthly report ： Continued high growth in real estate sales , The price of some household raw materials fell -23 page .pdf

Comparison of rating techniques between Chinese and foreign credit rating agencies in the commercial real estate industry -12 page .pdf

2021 In the first quarter of, Shanghai office market ： Demand continues to pick up , Market confidence is reshaped -3 page .pdf

Guangzhou office building ： The economic recovery accelerated , Lease transactions are active -3 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 22 Share （3.15-4.18）

2021 Investment strategy of Chinese dollar bonds and real estate bonds in spring ： Organic in danger -37 page .pdf

White paper on China's logistics real estate market -30 page .pdf

2021 Research Report on China's top 100 commercial real estate enterprises -26 page .pdf

Monthly report on commercial real estate market （2021 year 2 month ）-28 page .pdf

Chinese real estate bond market 3 Monthly tracking ： Domestic interest rates are stable , Dollar financing is higher than expected , Financing costs soared -22 page .pdf

Bond market Qiming series ： Perspective real estate investment , Where does resilience come from ？-28 page .pdf

Fixed income topic ： Real estate bond Fundamentals Series II , All cases of default of real estate enterprises have been reopened -75 page .pdf

Special analysis report on fixed income ： Special research on real estate debt II , Real estate enterprises take full analysis -20 page .pdf

Real estate industry dynamic tracking report ： Investment sales increased as scheduled , The completion speed has been increased -13 page .pdf

Monthly report of real estate industry ： The new land supply policy was introduced , Domestic financing volume shrinks and price rises -17 page .pdf

2021 year 2 Monthly hardbound real estate observation -10 page .pdf

Special report on macro strategy ： How high is the real estate inventory ？-14 page .pdf

Insight into the real economy 2021 In the first 9 period ： The third real estate fund arrived as scheduled -23 page .pdf

Building materials industry ： Downstream real estate demand is improving , Due to the base factor 1~2 The monthly cement output increased year on year 61.1%-11 page .pdf

Building materials industry 3 Monthly report ： Demand for better , The real estate chain continues to pull -10 page .pdf

The real estate industry Kerry Real estate stocks leading index 2 Monthly monitoring ： Monetary policy tightened slightly at the beginning of the year , The new land supply policy has caused the real estate sector to rebound -10 page .pdf

Real estate industry dynamic report ：1~2 Monthly real estate investment sales remain resilient , Mortgage rates 3 Month on month -32 page .pdf

The depth of shell topics in the real estate industry ： The concentration of second-hand houses and new houses on the leading real estate intermediary platform has increased , Emerging businesses accumulate and develop -38 page .pdf

Monthly report of leading real estate enterprises in the real estate industry （2 month ）： Reverse supply and demand , The year of the real estate bull -12 page .pdf

White paper of touch point platform for digital transformation of real estate enterprises -30 page .pdf

Light industry manufacturing industry monthly report ： The two sessions will promote the old reform , Real estate data increased , Domestic and foreign sales are booming -23 page .pdf

Against the wind , How to look at the current real estate debt ？-33 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 33 Share （2.8-3.14）

2020 Real estate project Spring Festival Lantern Temple Fair + The Lantern Festival “ Tang Feng in the prosperous age , Ancient Chinese New Year ” The plan of the event 【 Lantern Festival 】.pdf

2021 Real estate bond mining series 4 ：“16 Huaxia 02” The exhibition period , Default is a foregone conclusion -16 page .pdf

2021 Real estate project March arbor day outdoor “ Green life festival ” The plan of the event 【 Arbor Day 】.pptx

2021 Spring atmosphere packaging and monthly warming of real estate projects “ Spring flowers · A beautiful meeting ” The plan of the event 【 Spring activities 】.pptx

2021 White paper on Digitalization of residential real estate -32 page .pdf

2 Monthly Xingzheng fixed income industry interest margin tracking ： Pay attention to the adjustment and differentiation of the performance of real estate debt spreads -11 page .pdf

The latest policy interpretation and investment suggestions of the real estate industry ： How does land supply and mortgage regulation affect -11 page .pdf

2021 year 1 Observation on China's cultural tourism real estate market in June -26 page .pdf

Monthly report on industrial real estate market （2021 year 1 month ）-30 page .pdf

Monthly report on commercial real estate market （2021 year 1 month ）28 page .pdf

Chinese real estate bond market 1 Monthly review and outlook ： Term spread reversal , Dollar financing made a good start ,Q1 Last investment time -23 page .pdf

2020 Dongguan real estate summary report -37 page .pdf

Credit analysis framework of commercial real estate industry -29 page .pdf

Solid income comments ： The short-term deviation of real estate high-yield dollar bonds -16 page .pdf

The overall situation of real estate is not weak , The cycle meets the help again -15 page .pdf

A series of fundamental tracking reports of the real estate industry ： Where is the root of demand resilience ？-24 page .pdf

Monthly report of real estate industry ： Regulation and upgrading of hot cities , High sales growth under low base -17 page .pdf

Welcome to the real estate industry discussion series （ 13、 ... and ）： Twenty years of agitation , Remote look 2041 year -46 page .pdf

2020 Aowei observation of hardbound real estate -12 page .pdf

Macro topics ： Real estate grey rhinoceros in credit -17 page .pdf

Macro topics ： American real estate “ Good time ”, Based on buying 、 build 、 library 、 Four perspectives -23 page .pdf

In depth report on home textile industry ： E-commerce driven + Real estate catalysis , Home textile layout is at the right time -40 page .pdf

Building material 、 The construction industry reports regularly ： The demand for building materials recovered quickly after the festival , Pay attention to the end target of real estate completion -34 page .pdf

Special research report on real estate industry ： Reasons for optimistic about the market and fundamentals of real estate -17 page .pdf

A series of American real estate research on the real estate industry ： The starting point of debt transfer -15 page .pdf

Exchange of views in the real estate industry ： The end of involution competition and new real estate investment opportunities -28 page .pdf

Special topic on investment strategy ： south “ Pricing power ” Weekly tracking 4 ,“ The ebb tide ” under , Still financial real estate -16 page .pdf

2021 White paper on intelligent user operation of commercial real estate -60 page .pdf

Equity fund position reduction cycle 、TMT, Reduce warehouse consumption 、 Financial property 、 Midstream manufacturing -15 page .pdf

China's real estate industry - China logistics real estate ： Who owns the best warehouse portfolio in China ？-43 page .pdf

The industry is more in-depth series （0311）： China US real estate cycle resonance , Pay attention to investment opportunities in the post cycle industrial chain of real estate -27 page .pdf

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The real estate 、 Office buildings - Special materials -2021 Monthly addition 36 Share （1.4-2.7）

2020Q4 Shanghai Grade A office market report -81 page .pdf

2021 One of the real estate debt mining series ： lose the first battle ,2021 What about real estate debt ？（ Part 1 ）-20 page .pdf

2021 Real estate bond mining Series II ： lose the first battle ,2021 What about real estate debt ？（ The next part -15 page .pdf

China's real estate industry - Chinese real estate developers and PMs： Choose overestimation -68 page .pdf

Real estate industry 2021 One of the bond investment manuals in ： Introduction , Basic knowledge and credit characteristics of the real estate industry -28 page .pdf

2020 Research Report on China's office rent index in -18 page .pdf

Chinese real estate bond market 2020 Review and Prospect of the year ： Credit investment presents cost performance , Focus on dollar bond arbitrage opportunities -28 page .pdf

Beijing commercial real estate market 2020 Keywords and 2021 Outlook for the year -26 page .pdf

Bond market Qiming series ：【 Periodic shell picking 】 Where is the real estate cycle ？-31 page .pdf

Global asset allocation focus series report 7 ： Third, ask American real estate , Long term sustainability 、 The impact on inflation and asset allocation opportunities ？-28 page .pdf

2021 China logistics real estate industry development report -42 page .pdf

Special report on commercial real estate industry （ One ）： Consumption boom , Business goes on -34 page .pdf

Special report on commercial real estate industry （ Two ）： Three models of commercial real estate , Please fast , Seeking excellence or refinement ？-24 page .pdf

Comments on economic data in the fourth quarter ： How can the economy be improved , From real estate to manufacturing -18 page .pdf

Domestic and overseas high frequency data tracking ： Real estate sales are stronger than seasonality , Fed officials discuss policy exit -41 page .pdf

Real estate industry 2021 Bond Investment Handbook III ： In depth , Typical real estate enterprise credit analysis and securities selection ideas -54 page .pdf

Real estate industry 2021 Bond Investment Handbook II ： Breadth article , Overview of credit elements and investment sequence in the real estate industry -27 page .pdf

Real estate industry 2021 Bond investment manual IV ： Macro , Research, judgment and differentiation of real estate industry trend -31 page .pdf

Real estate industry dynamic tracking report ： Investment sales continued to hit a new high , The valuation is expected to continue to repair -16 page .pdf

Monthly report of real estate industry ： The property market ended smoothly , Real estate enterprises take land actively -19 page .pdf

Insight into the real economy 2021 In the first 5 period ： First tier real estate outshines others -24 page .pdf

Building material 、 The construction industry reports regularly ： Strong improvement after completion , Optimistic about the demand for building materials at the back end of the real estate -36 page .pdf

Building materials industry ： Downstream real estate demand is improving ,12 The year-on-year growth rate of monthly glass output increased from 11 Of the month 7.4% Down to 2.4%-10 page .pdf

Building materials industry 12 Monthly report ：2020 The annual infrastructure investment is weak , Real estate demand is improving -11 page .pdf

Real estate brokerage industry series topic 3 ： Comparison between real estate and securities , From the perspective of brokerage commission rate -29 page .pdf

The real estate industry “ Look at real estate from the perspective of financial statements ” Series 4 ： The deep analysis of debt subjects and hidden liabilities of real estate enterprises -32 page .pdf

Real estate industry dynamic report ： The new deal regulation of Shanghai property market is tightening ,2020Q4 The real estate continues to be under allocated -33 page .pdf

Special report on real estate financing in the real estate industry ： When we talk about financing , What are we talking about -24 page .pdf

Real estate digitalization of the digitalization wave series of the real estate industry ： The second half of real estate , Technology empowers new growth -22 page .pdf

Thinking about the recent roadshow of the real estate industry ： Several main concerns of this round of real estate stocks rebound -11 page .pdf

The real estate industry ： The industry capital continues to improve , Continue to be optimistic about blue chips in real estate -12 page .pdf

2021 White paper on rural renewal and development -24 page .pdf

Hot focus series report No. 26 ： Under the new policy environment , We still need to pay attention to the impact of the resilience of real estate fundamentals on the bond market -11 page .pdf

Light industry manufacturing industry ： The real estate data is good, and the growth rate of orders is rising , Pay attention to the elasticity of stagflation furniture -21 page .pdf

Banking industry tracking ： The impact of the new regulations on real estate credit is limited , The improvement of macro environment is the main logic of valuation improvement -13 page .pdf

E-commerce demand forces the supply side to improve efficiency and flexibility , Shanghai logistics real estate market is in the ascendant -10 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 20 Share （11.30-21.1.3）

2020 Research Report on commercial real estate development in small and medium-sized cities -18 page .pdf

Monthly report on commercial real estate market （2020 year 11 month ）-28 page .pdf

Key assumptions table adjustment and communication essence （2021 year 1 month ）： Three questions are consistent with expectations ,2021 Strong export 、 Weak dollar 、 Is the pattern of weak real estate firm ？-36 page .pdf

Special research on fixed income ： Will real estate bonds encounter “ Grey rhino ”？-16 page .pdf

Real estate industry 2021 Annual strategy report ： The end of strong fluctuations , The preface of the new steady state -42 page .pdf

Real estate industry dynamic tracking report ： Investment sales remain high , Completion continues to grow -17 page .pdf

Macroeconomic topics ： expectation 2021, From the perspective of real estate investment, interest rates -20 page .pdf

The third special topic of macroeconomic real estate research ：2021 Outlook of real estate industry chain in -20 page .pdf

Building materials industry 11 Comments on monthly cement glass production data ： Downstream real estate demand is improving ,11 The year-on-year growth rate of monthly glass output increased from 10 Of the month 1.7% Rise to 7.4%-11 page .pdf

The real estate ETF Analysis of fund investment value ： From the perspective of total amount, the real estate industry 2021 Annual investment opportunities -24 page .pdf

Real estate industry dynamic report ：11 The high level of real estate sales fell in August , The central economic work conference focused on the rental market -32 page .pdf

The real estate industry ： The central bank issued the third quarter monetary report , The real estate statement is consistent with that of the second quarter -30 page .pdf

American real estate ： The inflection point of the cycle is still a flash in the pan ？-24 page .pdf

In depth report on computer application industry ：“ Cloud trace brocade book ” Series report （ 6、 ... and ）, Mingyuan cloud , Real estate technology leader , Enabling ecological chain innovation -42 page .pdf

White paper of touch point platform for digital transformation of real estate enterprises -30 page .pdf

Capital market thinking series 26 ： Current investment opportunities in real estate bonds -18 page .pdf

Financial real estate industry 2021 Annual industry strategy ： Dormant for a long time , Gaining momentum -70 page .pdf

Financial real estate industry methodology ： Post Nuggets real estate era -32 page .pdf

E-commerce demand forces the supply side to improve efficiency and flexibility , Shanghai logistics real estate market is in the ascendant -10 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 24 Share （10.26-11.29）

2021 Annual real estate bond investment strategy ：“ Three red lines ” The danger and opportunity of real estate bond investment -47 page .pdf

2020 China's third quarter logistics real estate analysis report -24 page .pdf

Monthly report on industrial real estate market （2020 year 10 month ）-21 page .pdf

Selection strategy of high-yield bonds of Chinese real estate ： single “B” Comprehensive evaluation of safety energy level of rating real estate companies -21 page .pdf

Key assumptions table adjustment and communication essence （2020 year 11 month ）： expectation 2021, Is real estate and manufacturing going hand in hand or trend differentiation ？-27 page .pdf

Fixed income depth report ： The fourth series of real estate bonds looks at the marginal change of real estate enterprise financing from the perspective of interim report -14 page .pdf

Real estate bond series 8 ： After three red lines , Will real estate go down quickly ？-15 page .pdf

Real estate industry dynamic tracking report ： Investment sales continued to increase , Single month completion rebounded sharply -15 page .pdf

Methodological framework of real estate industry ： Changes in the old and new cycles of real estate from the perspective of macro and corporate behavior -16 page .pdf

Monthly report of real estate industry ： The city continues to cool , The overall property market is stabilizing -19 page .pdf

In depth report of real estate industry ： How to break through the situation of real estate enterprises under the new situation ？-38 page .pdf

Exchange of views in the real estate industry ： Platform real estate enterprises in the era of the last three red lines -30 page .pdf

Macro research monthly report ： The rebound in real estate sales shows resilience , Exports and consumption drive the economy to a higher level -28 page .pdf

In depth Research Report on household appliance industry ： A dark day seem bright , Three driving forces of real estate supplied outside the channel -60 page .pdf

Building material 、 The construction industry reports regularly ： Real estate sales continue to improve , The demand for building materials to meet the construction period continues -38 page .pdf

Recovery after the COVID-19 23 — China's class A office market -35 page .pdf

Real estate development industry ： Four dimensional view of real estate , sales 、 Take the land 、 What do you think about the future of the project -12 page .pdf

The real estate industry ：10 Monthly real estate sales are still beautiful ,LPR continuity 7 The month remains the same -31 page .pdf

The real estate industry ：Q3 Public funds continue to allocate low value to the real estate sector , The position of the 14th five year plan real estate is relatively neutral -32 page .pdf

Beijing grade A office market quarterly report -5 page .pdf

Light industry manufacturing industry ：10 Monthly real estate data increased significantly , Heng Qiang the strong , Recommended home 、 Papermaking subdivision faucet -15 page .pdf

Light industry manufacturing industry ：RECP Little impact , Furniture and home decoration were first mentioned at the National Convention ,10 Monthly real estate data improved, furniture retail continued to recover -29 page .pdf

Chengdu & Xi'an 2020Q3 Office buildings ： Recovery in demand , The rent policy is good for tenants -4 page .pdf

2020 Shanghai office market report for the third quarter of -3 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 37 Share （9.21-10.25）

2020 year 8~9 Monthly industry prosperity report ： Optional consumption has obviously warmed up , real estate 、 Strong resilience of infrastructure investment -31 page .pdf

2020 year 9~10 Monthly industry prosperity report ： The real estate boom shows a downward trend , manufacture 、 Consumption accelerates recovery -32 page .pdf

2020 Autumn strategy outlook of real estate bonds in ： The starting point of the new pattern -26 page .pdf

Industry wind fire wheel ：Q4 Whether the bank real estate can return ？-16 page .pdf

Monthly report on industrial real estate market （2020 year 9 month -25 page .pdf

Monthly report on commercial real estate market （2020 year 8 month ）-29 page .pdf

Monthly report on commercial real estate market （2020 year 9 month ）-29 page .pdf

Chinese real estate bond market 9 Monthly review ： The macro-economy is improving , Real estate financing tightened , Valuations tend to be cautious -23 page .pdf

Chinese dollar debt tracking notes （ seventeen ）_： The overall adjustment of Asian bonds , The differentiation of real estate debt has increased -21 page .pdf

Bond market Qiming series ： Has real estate investment entered a downward cycle ？-26 page .pdf

The 82nd issue of the whole market technology industry strategy report ： Mingyuanyun landed on the Hong Kong Stock Exchange , Property developers ERP Solutions and SaaS The largest supplier of products -39 page .pdf

Special topic on global industrial strategy ： Changes in the theme of Hong Kong Stock Industry , The real estate is over , consumption 、 Technology takes over -36 page .pdf

Key assumptions table adjustment and communication essence （2020 year 10 month ）： Whether the tight credit of real estate is worth worrying , Can overseas liquidity be wider ？-32 page .pdf

Chemical industry illustration chemical industry （2020~09）： real estate 、 Automobile recovery slows ,3Q The chain continues to improve -14 page .pdf

Real estate technology series research on real estate transactions -37 page .pdf

Fixed income 2020 Fourth quarter credit debt strategy report ： Credit bonds enter the left configuration area , Pay attention to the opportunity of oversold real estate bonds -47 page .pdf

Fixed income topic ： The dilemma of real estate , A negative cycle may have occurred -16 page .pdf

Watch the third special topic of real estate series ： A comparative study on the housing system between Singapore and Hong Kong -27 page .pdf

Watch the fourth special topic of real estate series ： Thinking about the de financialization of real estate -21 page .pdf

Real estate continued to increase , The growth rate of social consumption has become positive -24 page .pdf

Real estate industry dynamic tracking report ： Investment continued to increase , The growth rate of new construction in a single month turned negative -16 page .pdf

Monthly report of real estate industry ： Policies continue to tighten , The land acquisition of real estate enterprises shrinks -19 page .pdf

September industry trends report of household appliances industry ： Property completion improvement , Domestic and foreign sales of air conditioners continued to grow -28 page .pdf

Home appliance light industry ： Investment in real estate sales increased , cosmetics 、 Cultural office supplies and daily necessities, with strong growth , The cumulative decline of household appliances and furniture narrowed -12 page .pdf

Tracking analysis of the real estate industry ： The appreciation of RMB may trigger the revaluation of leading real estate -22 page .pdf

The real estate industry ：“ Three red lines ” Real estate 15 Pre judgment , In depth research and impact outlook on the new mechanism of real estate financing -45 page .pdf

The real estate industry ： The appreciation of RMB may trigger the revaluation of leading real estate -22 page .pdf

Cement industry ：8 The growth rate of infrastructure and real estate investment continued to repair , Support the recovery of cement production -39 page .pdf

2020 Chinese commercial real estate REITs Mid year Research Report -14 page .pdf

2020Q3 Beijing office building 、 Leasing market briefing -7 page .pdf

2020Q3 Shanghai 、 Guangzhou 、 Shenzhen Du office market briefing -9 page .pdf

“ Turn to liter ” Under the office supply cycle -10 page .pdf

Beijing 2020Q3 Office market ： Increased market activity , Demand continues to pick up -3 page .pdf

The new trend of rental demand after the office building epidemic in North China -7 page .pdf

Shenzhen 2020 Office buildings ： Energy efficiency upgrading of industrial land ： Shenzhen Industrial Office -4 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 27 Share （8.24-9.20）

2020 Comments on the real estate bond issuing main body in ： Differentiation of real estate enterprises under tight policy balance -13 page .pdf

2020 Comments on the mid-term report of the real estate industry in ： Be alert to the intensifying differentiation of real estate enterprises -18 page .pdf

2020 Quarterly report of pension real estate market in the first quarter of -21 page .pdf

Monthly report on industrial real estate market （2020 year 8 month ）-2020.9-19 page .pdf

Chinese real estate bond market 8 Monthly review ： Domestic real estate financing tightened 、 Overseas valuation continued to decline -19 page .pdf

Chinese dollar bonds 2020 year 8 Monthly tracking report ： Pursue high-yield real estate , Pay attention to the adjustment pressure -22 page .pdf

Bond market Qiming series ： How to view the new characteristics of the current real estate cycle ？-26 page .pdf

Special report on fixed income ： Real estate financing tightened again , How to affect the bond market ？-18 page .pdf

Fixed income theme report ： Research framework and case analysis of real estate debt -27 page .pdf

Watch the second special topic of real estate series ： How to view the resilience of real estate ？-18 page .pdf

Comments on real estate financing policies ： Classified regulation , Save against a rainy day -10 page .pdf

Real estate industry dynamic tracking report ： The off-season of the property market in August is not light , Investment continued to increase -17 page .pdf

Real estate industry dynamic tracking report ： The impact of the epidemic is multifaceted , Optimistic about the annual performance -17 page .pdf

Macroeconomic comments ： High real estate sales , Vanishing property “ cycle ”-12 page .pdf

Building material 、 The construction industry reports regularly ： Real estate sales are warming , The leading performance of consumer building materials can be repaired -37 page .pdf

Building material 、 The construction industry reports regularly ： Policies to deepen real estate chain cooperation , Recommend consumption of building materials to benefit from the target -31 page .pdf

Building materials industry ： Property resilience + Infrastructure overweight , The boom of building materials is expected to continue to rise -23 page .pdf

Typical real estate enterprises in the real estate development industry 2020 The Chinese newspaper explains the micro ： Downturn report repair , How to view the current real estate sector -23 page .pdf

The real estate industry 2020 year 9 Monthly investment strategy ： The downturn is clear , Optimistic about the excess return of real estate -15 page .pdf

The real estate industry A Stock real estate sector investment strategy ： Prompt high-quality leading real estate enterprises to allocate opportunities -18 page .pdf

Exchange of views in the real estate industry ： Hard and right , Technology reshapes the road of real estate -28 page .pdf

25 of the world series of investment and research ： From abroad REITs Development depends on the opportunities of the real estate sector -24 page .pdf

2020 Grade A office building index of Dawan District in the first half of the year -12 page .pdf

2020Q2 Shanghai office market report -7 page .pdf

2020Q2 Beijing office market quarterly report -5 page .pdf

2020Q2 Guangzhou office market quarterly report -7 page .pdf

Comparative study on cyclical products in iron and steel industry ： Construct high-frequency tracking indicators of the real estate infrastructure industry chain -23 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 59 Share （7.20-8.23）

2020Q2 China real estate report ： The economic rebound exceeded expectations , The commercial real estate market is gradually recovering -41 page .pdf

2020 Special report on the secondary rental market of Wuhan Office buildings -43 page .pdff

7 The economy recovered in August, but it was lower than expected , The tightening of real estate may promote the return of economic structure to equilibrium in the second half of the year -29 page .pdf

China Real Estate Technology Research Report ： Technology enables commercial real estate -23 page .pdf

Monthly report on industrial real estate market （2020 year 7 month ）-28 page .pdf

Monthly report on commercial real estate market （2020 year 6 month ）-29 page .pdf

Meso industry observation ： The new construction of real estate rebounded more than expected , Heavy rainfall will end, and attention will be paid to the recovery of construction demand -31 page .pdf

Chinese real estate bond market 7 Monthly review ： Domestic and foreign financing has recovered 、 The valuation of the secondary market continues to decline -21 page .pdf

Bond market Qiming series ： How to view the relationship between real estate policy and interest rate trend ？-26 page .pdf

Chemical industry illustration chemical industry ： Focus on real estate 、 Upstream investment opportunities brought by the recovery of automobile demand -16 page .pdf

Special report on fixed income ： What do real estate industry bonds look at ？ Sort out the feedback of the corporate bond exchange -15 page .pdf

The third special topic series of real estate bond credit research ：_ Research framework of real estate enterprise management -24 page .pdf

The fifth special topic series of real estate bond credit research ： Look at real estate from a financial perspective , Practice and AH Compare -29 page .pdf

The fourth special topic series of real estate bond credit research ： Research framework of debt financing of real estate enterprises -21 page .pdf

Real estate industry dynamic tracking report ： Whether the rising effect of real estate in the fourth quarter is still ？-12 page .pdf

Real estate industry dynamic tracking report ： Investment sales continue to be beautiful , The growth rate of funds in place has become positive -14 page .pdf

Monthly report of real estate industry ： The property market continues to improve , The value of real estate allocation is prominent -20 page .pdf

Special topics of infrastructure industry ： A comprehensive inventory of chemical materials related to infrastructure real estate -60 page .pdf

Basic chemical industry infrastructure real estate materials industry chain comb ： The wind of infrastructure and real estate is coming , Which chemicals benefit ？-34 page .pdf

Monthly report of basic chemical industry ： The price of chemicals continues to callback , Pay attention to the real estate and infrastructure industry chain -14 page .pdf

Macro research monthly report ：7 The economy recovered in August, but it was lower than expected , The tightening of real estate may promote the return of economic structure to equilibrium in the second half of the year -29 page .pdf

Macro research monthly report ： Real estate infrastructure underpinning Q2 The recovery exceeded expectations , The economy will normalize in the second half of the year -28 page .pdf

Macroeconomic comments ： Real estate “ toughness ”-20 page .pdf

Macroeconomic comments ： Vanished “ Real estate cycle ”-18 page .pdf

GF macro ： Except real estate , What else is there to see in the American economy ？-11 page .pdf

Building material 、 The construction industry reports regularly ： Investment in infrastructure and real estate has been improved , Optimistic about the release of demand for consumer building materials -44 page .pdf

Construction engineering industry 2020 year 8 Monthly investment strategy ： Focus on recommending the leaders of infrastructure and real estate industry chain -23 page .pdf

Special research on office buildings in Chengdu Tianfu New Area -17 page .pdf

Real estate enterprise credit observation II ： Chronicle of real estate policy -35 page .pdf

Tianfu new area of the real estate industry ~ Special research on office buildings ： On the racetrack of the office building, can Tianfu new area attack later -17 page .pdf

In depth special report on the real estate industry ： Will the real estate development and industrial chain continue to be hot and cold ？-13 page .pdf

Real estate industry purchase lever Research Series 5 ： The economic downturn has brought about a large real estate cycle -17 page .pdf

The real estate industry ： The central real estate Symposium set the tone again ,Q2 The real estate sector continues to be under allocated -23 page .pdf

The asia-pacific region - The real estate industry - Asian real estate industry ： Working from home is a new challenge -65 page .pdf

In depth report of cement industry ： The peak season is coming , The demand for infrastructure and real estate is guaranteed -28 page .pdf

Hot spot focus series report No. 23 ： Let's look at the prosperity of real estate , How does sales and investment affect the bond market ？12 page .pdf

One of the global leading research series of logistics real estate industry ：ProLogis, Global logistics real estate leader -38 page .pdf

The second of a series of studies on the global leader in the logistics real estate industry ：ESR, Three plates work together , Light asset expansion -32 page .pdf

2020Q2 Shanghai office market briefing -2 page .pdf

2020Q2 Tianjin office market briefing -2 page .pdf

2020Q2 Chengdu office market briefing -2 page .pdf

2020 year Q2 Xi'an office market briefing -2 page .pdf

2020 Xiamen office market briefing in the first half of the year -2 page .pdf

2020 Zhuhai office market briefing in the first half of the year -2 page .pdf

2020 Fuzhou Office Market briefing in the first half of the year -2 page .pdf

2020Q2 Beijing grade A office market quarterly report -4 page .pdf

2020Q2 Guangzhou office market -7 page .pdf

High frequency tracking monthly report of industry interest margin and industrial chain 2020 In the first 07 period ： The boom of the upstream and real estate infrastructure industry chain is relatively high , It is recommended that the configuration level gradually sink -26 page .pdf

Computer industry overseas research ： Mingyuan cloud ,“ Siyou ” Real estate digital leader -15 page .pdf

Monthly report of steel industry ：6 The new construction of Xiayou real estate reached a new high , The apparent consumption of steel is year-on-year 12.6%-13 page .pdf

Baijiu consumption from the macro perspective of the food and beverage industry ： Real estate that cannot be bypassed 、 Liquidity and infrastructure -45 page .pdf

Shanghai ：2020Q2 Office market ： The downward rent will further benefit tenants -3 page .pdf

Beijing ：2020Q2 Office market ： The market has gradually come out of the haze of the epidemic --3 page .pdf

Guangzhou ：2020Q2 Office buildings ： Technology industry —— New highlights of the office rental market -3 page .pdf

Chengdu Xi'an 2020Q2 Office report ： Rent adjustment tenants will get better lease conditions -4 page .pdf

Shenzhen ：2020Q2 Office buildings ： Supply and demand game ： Recovery under the new normal -3 page .pdf

High frequency data tracking ： Production continues to be stable , The sales of real estate cars have recovered -11 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 31 Share （6.22-7.19）

2020 White paper on the development of commercial real estate in China -38 page .pdf

2020 Research Report on China's office rent index in the first half of the year -18 page .pdf

2020 Outlook for major categories of assets in the second half of the year ： Six questions about post epidemic economy , Can real estate outperform stocks and bonds ？-13 page .pdf

2020 Outlook for major categories of assets in the second half of the year ： Six questions about post epidemic economy , Can real estate outperform stocks and bonds ？-14 page .pdf

2020 Quarterly report of pension real estate market in the second quarter of -30 page .pdf

Monthly report on commercial real estate market （2020 year 5 month ）-29 page .pdf

Chinese real estate bond market 5 Monthly review ： Recovery of global risk appetite , Domestic trading has cooled 、 Dollar financing returns -27 page .pdf

Bond depth report ： Real estate riding the wind and waves ABS It is a rich mine worth mining -17 page .pdf

Also on the impact of default of Taihe Group ： Real estate debt differentiation widened , Grasp the opportunity after adjustment -18 page .pdf

Special report on fixed income ： What impact does Taihe default have on real estate debt ？-12 page .pdf

Watch one of the special topics of real estate series ： Real estate analysis framework and short-term outlook -18 page .pdf

One of the special series of real estate bond credit research ： Comparison of real estate rating methods between domestic and foreign rating companies -23 page .pdf

The second special series of real estate bond credit research ： Real estate cycle and corporate performance -24 page .pdf

One of the fundamental series of real estate bonds ： Credit analysis method and key of real estate enterprises -29 page .pdf

Real estate bond Series 6 ： How to grasp the off balance sheet liability risk of real estate enterprises ？-14 page .pdf

Real estate soared 、 Comments on GEM changes ： Will the market style be systematically reversed ？-18 page .pdf

Real estate industry 2020 Interim Strategy Report ： The recovery of the property market remains sober , The investment layout can be positive -53 page .pdf

Real estate industry dynamic tracking report ： Investment starts continue to rebound , Property market transactions continued to improve -18 page .pdf

Monthly report of real estate industry ： The land acquisition of real estate enterprises slows down , The property market is still supported in the short term -22 page .pdf

How to treat the commercial real estate debt under the epidemic ？-15 page .pdf

Home appliance light industry ：6 The new construction of real estate increased sharply in August , Home appliances recover quickly , Light industry must choose, consumption performance is beautiful -10 page .pdf

GF macro ：30 The transaction growth rate of urban real estate has become positive , Food prices rebounded -11 page .pdf

Building material 、 The construction industry reports regularly ： Benefiting from the rebound in real estate sales , Recommended consumption of building materials at the completion end -40 page .pdf

Building materials industry ： Property resilience , Infrastructure overweight , Cement is expected to continue to boom -22 page .pdf

Building materials industry ： Real estate investment and “ Old reform ” Double drive , Accelerating the integration of the coating industry -35 page .pdf

One of the credit observations of real estate enterprises ： Real estate research from the perspective of credit -21 page .pdf

The real estate industry “ Look at real estate from the perspective of financial statements ” Series three ： Analysis of capital sources and financing channels of real estate enterprises -51 page .pdf

The real estate industry attaches importance to the current investment opportunities in the real estate industry ： Restart the journey , When looking at blue chips -25 page .pdf

Cement industry ： Capital construction and real estate development 5 The monthly cement output reached a new high , The special national debt was successfully landed -39 page .pdf

Wuhan Office Market briefing 2020 Second quarter -2 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 35 Share （5.18-6.21）

Sort out the investment targets of the completed real estate industry chain -21 page .pdf

Evolution of logistics real estate market pattern in China -28 page .pdf

Monthly report on industrial real estate market （2020 year 5 month ）-37 page .pdf

Meso industry observation ： real estate 、 automobile 5 Monthly sales increased by double digits year-on-year -26 page .pdf

Meso industry observation ： Overseas resumption of work promotes the improvement of external demand , The completion of domestic real estate is expected to recover strongly -31 page .pdf

Bond market Qiming series ： Why infrastructure 、 There are persistent differences between real estate and manufacturing ？-22 page .pdf

Bond market Qiming series ： How the epidemic affects real estate ？-24 page .pdf

Fixed income depth report ： The multi-dimensional view of real estate enterprise credit in real estate Series II -27 page .pdf

Research on industrial chain of real estate industry （ One ）： How to look at the real estate chain from a strategic perspective -23 page .pdf

Real estate industry dynamic tracking report ： Sales started in a single month and became regular , Investment continues to rebound -17 page .pdf

Real estate industry dynamic tracking report ： Investment starts rebounded rapidly , The property market and local markets continue to be repaired -16 page .pdf

Infrastructure industry ： Public capital construction REITs set sail , Commercial real estate REITs The promotion can be expected -18 page .pdf

Macro monthly report ： Real estate infrastructure development , Currency and social finance hit a new high -25 page .pdf

Building materials industry 2019 Annual report and 2020 I. summary of quarterly report ： Dual drive of infrastructure and real estate , The performance of the sector is brilliant -22 page .pdf

In depth report on building materials industry ： Benefit from the growth rate of infrastructure and real estate investment , The super configuration is at the right time -33 page .pdf

Building materials industry ： Infrastructure and real estate investment have been significantly repaired , Cement is better than last year , The worst stage of glass has passed -16 page .pdf

The real estate industry “ Look at real estate from the perspective of financial statements ” The second series ： In depth analysis of real estate enterprise asset subjects -32 page .pdf

Special research report on real estate industry ： Long term investment logic of real estate leaders , Welcome platform -22 page .pdf

In depth Research Report on the industrial chain of the real estate industry ： Real estate industry chain empowerment , The pricing power of real estate enterprises is prominent -43 page .pdf

Real estate industry case review ： The pressure of property allotment increases , Gree real estate was significantly reduced -22 page .pdf

real estate + health ： Consulting services in the period of industrial upgrading and transformation -8 page .pdf

real estate + business ： Management and control consulting services in the period of industrial upgrading and transformation -8 page .pdf

real estate + education ： Improve the management efficiency of education business under the real estate enterprise group -12 page .pdf

Machinery industry ：5 Investment in infrastructure and real estate continued to accelerate in August , Reaffirm “ Pure domestic demand ” Plate allocation opportunities -14 page .pdf

Cement industry ： infrastructure 、 Real estate and other downstream industries have recovered comprehensively ,4 The monthly cement output is year-on-year ＋3.8％-39 page .pdf

2020 Logistics real estate report in the first quarter of -38 page .pdf

The road to recovery ： Chinese office buildings -3 page .pdf

2020Q1 Quarterly report of Shanghai office market -4 page .pdf

2020Q1 Beijing office market quarterly report -4 page .pdf

2020Q1 Guangzhou office market quarterly report -5 page .pdf

2020Q1 Shenzhen office market quarterly report -5 page .pdf

Industry prosperity observation ： The industrial economy rebounded for the better , The recovery elasticity of the completed end of the real estate is large -40 page .pdf

Asset allocation report （ Meso monthly report ）_： Speed up the completion of real estate , The price of industrial products rebounded -21 page .pdf

Light industry manufacturing industry ： Real estate is capital entry ,ToB The leading edge is expected to expand -15 page .pdf

The steel industry 2020 Mid year strategy ： Pay attention to the elastic space of real estate and accelerate the repair of infrastructure -47 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 33 Share （4.20-5.17）

2020 year 3~4 Monthly industry prosperity report ： Pay attention to the midstream of the cycle under the improvement of infrastructure and real estate investment -30 page .pdf

2020 Logistics real estate report in the first quarter of -38 page .pdf

2020 Analysis of the first quarterly report of the Fund ： medicine & Food and drink back to the front , Financial, real estate, electronics, etc. were reduced -77 page .pdf

2020 Europe 15 Rent growth forecast and income return of top office buildings in big cities （ Yield ）-16 page .pdf

Monthly report on commercial real estate market （2020 year 4 month ）-29 page .pdf

Bond market Qiming series ： What do you think after the growth rate of real estate investment turns positive ？-25 page .pdf

Other non-metallic industries ： Beneficial real estate 、 Old reform and infrastructure , The high growth of the industry is maintained -19 page .pdf

Real estate industry 40 The third of the most complete series in the history of real estate financial regulation ： This time it's different ？-14 page .pdf

One of the series of in-depth observation of real estate industry data ： Two contrasts of third and fourth line sales -17 page .pdf

Monthly report of real estate industry ： The property market recovered rapidly , Supply volume or increase pressure -19 page .pdf

fund 2020 Comments on the first quarterly report of the year ： Add medical technology minus financial real estate -19 page .pdf

Through the epidemic series （ 3、 ... and ）, After the outbreak , Chinese stocks and Meiyue real estate -25 page .pdf

Special report on building materials industry ： Benefiting from the resilience of real estate and the recovery of infrastructure , High prosperity of building materials -22 page .pdf

Investigation report on investment intention of commercial real estate in China -18 page .pdf

The impact of the COVID-19 on China's commercial real estate and its countermeasures -20 page .pdf

Real estate industry case review ： Fund structural adjustment real estate stocks , Housing mortgage business loan is not illegal -24 page .pdf

Real estate industry dynamic report ： The proportion of fund real estate allocation decreased month on month ,LPR Down regulation -15 page .pdf

Special topic of COVID-19 in the real estate industry ： Review and Prospect of real estate and property management under the impact of three rounds of epidemic -33 page .pdf

In depth report on the real estate industry ： Public offering REITs Finally break the ice , Industrial Park and logistics real estate are the first pilot projects , After the system is improved, the landing of commercial real estate can be expected -37 page .pdf

China - The real estate industry - China real estate management ： Urban transformation —— The new potential of the 100 billion yuan market -34 page .pdf

Shanghai office market briefing 2020 First quarter -2 page .pdf

Tianjin office market briefing 2020 First quarter -2 page .pdf

Shenzhen office market briefing 2020 First quarter -2 page .pdf

2020Q1 Beijing Office quarterly report -4 page .pdf

Light industry manufacturing industry household sector data tracking report no 2020 The third issue ：4 Monthly household retail , Real estate sales and completion continue to repair -17 page .pdf

Light industry 2019 The annual report &2020 Summary of the first quarterly report ： Furniture benefits from property improvements 19Q4 Marginal good , The amount of paper for daily use increases with profits -31 page .pdf

Shanghai 2020Q1 Office market ： Online technology industry will drive demand -3 page .pdf

Beijing 2020Q1 Office market ： The outbreak of the epidemic has brought new opportunities to tenants -3 page .pdf

Guangzhou 2020 Q1 Office market ： Under the influence of the epidemic , The weakening rental market brings opportunities to tenants -3 page .pdf

Shenzhen 2020 Q1 Office market ： Rent adjustment brings opportunities for tenants to find office space to read -3 page .pdf

Xi'an 2020Q1 Office buildings ： Supply and demand adjustment tenant market gradually appears -3 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 28 Share （3.16-4.19）

2020 The outlook of the COVID-19 in Wuhan commercial real estate market -43 page .pdf

2020 Report on the epidemic situation in China's office market -25 page .pdf

Special report ：11 Zhang Tu sees the investment opportunities of Chinese dollar real estate and urban investment bonds -15 page .pdf

Special research ： High Yield Bond Investment Manual real estate -15 page .pdf

2020 Research Report on China's top 100 commercial real estate enterprises -26 page .pdf

The real estate industry ：2 Monthly commercial real estate market report -24 page .pdf

Chinese real estate bond market 3 Monthly review ： RMB newly issued bonds , The secondary stability of US dollar bonds 、 Primary pressure -25 page .pdf

Monthly report on industrial real estate market （2020 year 3 month ）-22 page .pdf

Look at debt from the perspective of credit ： The interest rate spread hovers low , Where to find the premium of real estate bonds ？-34 page .pdf

Special report on fixed income ：11 Zhang Tu sees the investment opportunities of Chinese dollar real estate and urban investment bonds -15 page .pdf

Special analysis report on fixed income ： How to treat the credit risk of real estate bonds ？-18 page .pdf

Real estate bond selection series （ 5、 ... and ）： Which real estate enterprises acquired land during the epidemic ？-15 page .pdf

Real estate bond Series III ： Ten questions about Chinese dollar bonds -18 page .pdf

Real estate bond series 4 ： real estate ABS Reality and future -24 page .pdf

A series of observations on the default of real estate bonds ： How much do you know about the default of real estate bonds （ Diversification expansion default ）-20 page .pdf

Real estate bond default observation Series III ： Except for default , Repayment progress and recovery rate deserve more attention -10 page .pdf

Real estate industry 40 The second of the most complete series in the history of real estate financial regulation （1988~1997）： This time it's different ？-10 page .pdf

In depth report of real estate industry ： What information has the real estate enterprise performance meeting revealed ？-16 page .pdf

Real estate industry research ： The direct impact of the epidemic is basically over , Significant valuation advantages -33 page .pdf

Special research on building materials industry ： from B Mid-market （ The preferred brand for real estate developers ） Look at the pattern of consumer building materials industry and advantageous companies -34 page .pdf

The real estate industry “ From urbanization to citizenization ” Series research ： How much real estate demand can be increased by opening up the settlement ？-19 page .pdf

Report of the Department of real estate warfare in the real estate industry ： Find the optimal solution of asset shortage -54 page .pdf

Comments on major issues in the real estate industry ： Investment window of some overseas high-yield real estate bonds -14 page .pdf

Hong Kong commercial real estate ： assessment COVID-19 The potential impact of -31 page .pdf

2020Q1 Wuhan Office Market briefing --2 page .pdf

Light industry manufacturing industry household sector data tracking report no 2020 Year 2 ：1~3 Monthly home retail 、 Property data is higher than before 2 The month narrowed significantly , Continue to be optimistic about the recovery after completion & Fine decoration main line -17 page .pdf

Light industry manufacturing industry ： The international leading growth double market series should benefit , Japan's home furnishing leader growing through the real estate cycle -29 page .pdf

Investment strategies of financial and real estate funds -15 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 48 Share （2.1-3.15）

2003 The resumption of the real estate industry in and the current investment judgment ： The safety margin of the first and second lines is prominent 、 The epidemic situation does not change the depth value of the leader -19 page .pdf

2020 year 2 Monthly tracking of changes in foreign positions ： Funds have slowed down slightly in the North , The allocation of real estate light industry has been strengthened -21 page .pdf

Reading real estate 2019 annual -28 page .pdf

Monthly report on industrial real estate market （2020 year 1 month ）-22 page .pdf

Chinese dollar debt tracking notes （ Ten ）： Real estate bonds differentiated by individual bonds , The heat is still -21 page .pdf

The thirteenth special topic of industrial bond industry comparison system ： Under the influence of this epidemic, the differentiation of real estate bonds has intensified , Organic in danger -20 page .pdf

Look at the details of real estate from the fifteen constraints of supply and demand & war ” Epidemic disease “ Series 14 ： How real estate dances in chains ？-20 page .pdf

Look at debt from the perspective of credit ： The golden mean of real estate bond investment -23 page .pdf

Bond dynamic tracking report ： How much impact does the COVID-19 have on real estate bonds ？-10 page .pdf

Special report on bond market ： After the impact of the epidemic , Look at the real estate data “ A thrill ”-10 page .pdf

Bond market Qiming series ： Under the impact of the epidemic ,2020_ How will the real estate in be interpreted ？-25 page .pdf

One of a series of reports on the commercial real estate industry ： Rediscovery of commercial real estate golden track value -48 page .pdf

Special report on fixed income ： Be alert to the rising credit spreads of low - and medium rated real estate bonds , Under the impact of the epidemic , How to get real estate debt ？-11 page .pdf

Real estate bond selection series （ Two ）： Viewing the profits of real estate enterprises from the perspective of credit -16 page .pdf

Real estate bond selection series （ Four ）： What do you think of commercial real estate ？-31 page .pdf

Real estate industry war “ Epidemic disease ” Series five ： Three year bond market review and outlook , Lie at night listening to the wind and rain , The third eye looks at the timing of bond investment -32 page .pdf

In depth report of real estate industry ： Real estate policy under the epidemic 、 Speculation on the trend of the real estate market and real estate enterprises -20 page .pdf

Construction engineering industry ： Sorting out investment opportunities for resumption of work in the real estate and building materials industries -24 page .pdf

Architectural decoration industry 2019 Annual order summary and analysis ： The financial pressure on the real estate chain is intensifying 、 The reverse cycle of infrastructure construction is enhanced , Orders are concentrated to the leaders of various sub industries -16 page .pdf

Monthly analysis report of building decoration industry ：19 In, the infrastructure recovered smoothly 、 The growth rate of real estate completion has become positive ,20 The issuance of special bonds in was accelerated -30 page .pdf

2020 Investigation report on investment intention of commercial real estate in China -18 page .pdf

The real estate industry 2020 year 3 Monthly investment strategy ： It is suggested to increase the allocation of advantageous real estate stocks -16 page .pdf

The real estate industry SARS Review the impact on real estate and comment on the impact of COVID-19 on real estate ： The new crown is not a heart disease , It is expected that real estate sales will turn cold in the short term , Not pessimistic all year round -25 page .pdf

Special report on real estate industry ： A historical review ~ Talk about the path of real estate support policy -20 page .pdf

Real estate industry case review ： Hainan real estate new deal is forward-looking but unrepresentative -21 page .pdf

Real estate industry real estate war “ Epidemic disease ” Series three ： Sales stress test of real estate enterprises , How can a gust of wind shake the ship , But when the willows are dark and the flowers are bright -11 page .pdf

Real estate industry real estate campaign series 4 ： National transaction area prediction and land monitoring , expect 2 The cumulative decline in transaction area across the country in August 20％ about ,Q1 Land investment or deposit window -14 page .pdf

The enterprise strategy of the real estate Theory Series in the real estate industry （ 11、 ... and ）： Ten years of success or failure , Reverse contraction table -21 page .pdf

The epidemic of Real Estate Theory Series in the real estate industry （ Twelve ）： Review 14 year , The choice is now -34 page .pdf

Comments on policies of the real estate industry ： The central government has strengthened the regulation of macro policies , Local governments have intensively introduced real estate support policies -11 page .pdf

COVID-19 Series in the real estate industry ： The performance and Prospect of real estate under the impact of two rounds of epidemic -31 page .pdf

New dimension research and judgment series of real estate industry （ One ）： Offline sales are suspended , Whether the real estate policy can be relaxed -12 page .pdf

The real estate industry ： The epidemic affects the real estate industry （ Real estate development 、 estate management 、 Commercial real estate ） Impact analysis of -12 page .pdf

Study on the impact of COVID-19 ： How to treat real estate debt under the epidemic ？-22 page .pdf

Analysis of the infrastructure industry chain of the real estate industry under the influence of novel coronavirus pneumonia ： The resumption of work has put pressure on short-term demand , It is expected that the industry will gradually recover in March -22 page .pdf

The impact of the epidemic on the real estate industry ： Short term periodic impact , Focus on the policy direction in the medium term -23 page .pdf

The impact of the epidemic on the real estate industry and Countermeasures -45 page .pdf

Dawan District grade A office building index -12 page .pdf

Minutes of strategy meeting ： Real estate war “ Epidemic disease ”, Property management first -15 page .pdf

The fifth part of economic observation and thinking ： Steady growth 、 What do , Can there be no real estate ？-11 page .pdf

High frequency tracking monthly report of industry interest margin and industrial chain 2020 In the first 2 period ： Bulk inventory reduction , Real estate financing improved -22 page .pdf

Industry rotation strategy ： Last week, northbound capital flowed into the real estate chain , Focus on real estate -37 page .pdf

Industry rotation strategy ： The prosperity index of national building materials and home furnishings is rising , Pay attention to the real estate industry chain -37 page .pdf

Interpret the shortage of assets （ One ）： What are the characteristics of the abnormal transaction of urban investment real estate bonds under the shortage of assets ？-16 page .pdf

Special report on furniture in light industry manufacturing industry ： Grasp the catalysis of real estate countercyclical policy , hug 2B Growth of hardbound furniture enterprises -16 page .pdf

The impact of the COVID-19 on China's commercial real estate market -7 page .pdf

The impact of the epidemic on China's commercial real estate -7 page .pdf

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The real estate 、 Office buildings - Special materials -2020 Monthly addition 42 Share （19.12.31-1.31）

12 Comments on monthly economic data ： exit 、 Consumption will continue to improve , Investment needs to observe the downward effect of real estate -16 page .pdf

19 year Q4 Fund position analysis ： Replenishment cycle and Technology , Real estate electronic addition ranks first -10 page .pdf

2019 Detailed position analysis of the fund in the fourth quarter of the year ： Equity positions rose to a high , The growth rate of electronic real estate is relatively large -25 page .pdf

2020 year A Stock industry allocation strategy ： The prosperity of the technology industry continues to rise , The marginal recovery of the real estate chain -12 page .pdf

2019 Singapore property report ： The economic downturn exceeded expectations , Residential investment and transaction cooling -17 page .pdf

2019 Thailand Real Estate Report ：2019 Analysis of Thai apartment market -24 page .pdf

2019 Malaysian property -23 page .pdf

2019 Shenzhen Zhongyuan year-end summary report -95 page .pdf

2019 Annual report -46 page .pdf

2019 Annual report on the development of China's industrial real estate market -24 page .pdf

Monthly report on commercial real estate market （2019 year 11 month ）-33 page .pdf

Monthly report on commercial real estate market （2019 year 12 month ）-32 page .pdf

Insight into the commercial real estate market in North China ：2019 Key points and 2020 Outlook for the year -28 page .pdf

Look at debt from the perspective of credit ： How the real estate debt interest margin evolves in the new year -20 page .pdf

Monthly report of relative value of bond market ： Three years of political, financial and debt congestion , Short end real estate bonds are heating up -26 page .pdf

Enlightenment from the resumption of the market in the spring of the decade ： Spring will be restless ？ It has to be bank real estate ？-16 page .pdf

Commercial real estate industry in-depth research report Series II ： Commercial real estate welcomes opportunities _ The valuation of stock operation is excellent -38 page .pdf

Fixed income theme report ： Net financing volume of real estate bonds , Credit spreads have mostly narrowed -15 page .pdf

Chongqing chapter of real estate bond research ： Who is the weathervane of housing prices in Chongqing ？-28 page .pdf

Real estate industry 2020 Annual strategy ： Steady progress, differentiation and continuation , Focus on diversity opportunities -36 page .pdf

The second series of completion end in the real estate industry ： About certainty 、 Continuity 、 Space 、 Rotation and target -29 page .pdf

One of a series of reports on growth transformation ： Only by leaving the old can we welcome the new ~ Bid farewell to the old road of real estate infrastructure stimulation -21 page .pdf

Macro special report ： One of the topics of real estate research in macroeconomic , Real estate “ toughness ” Can it last ？-22 page .pdf

Home appliance industry 2019 Annual data review ： Real estate continues to improve , The prosperity of the industry is rising -15 page .pdf

Building materials industry 2019 year 12 Monthly review data ： Real estate is resilient , Completion is the highlight -14 page .pdf

The real estate industry chain of building materials industry is booming 11 The monthly report ： New construction fell slightly , Completion continues to pick up -32 page .pdf

The real estate industry chain of building materials industry is booming 12 The monthly report ： Complete and return to normal throughout the year , The starting end remains high -31 page .pdf

The real estate industry 2020 year 1 Monthly investment strategy ： Firmly optimistic about advantageous real estate stocks -18 page .pdf

The real estate industry 2020 Annual strategy report ： upgrade , New dimension research and judgment real estate -19 page .pdf

Special report on real estate industry ： Split sub chapter , Move towards independent commercial real estate operation and management -22 page .pdf

Office building of the series of in-depth reports on commercial real estate in the real estate industry ： Both supply and demand are improved , Resource endowment is king -35 page .pdf

In depth exploration of real estate completion data in the real estate industry ： The prolonged completion cycle is difficult to stop the general trend of completion recovery -19 page .pdf

Tracking analysis of the real estate industry ： The real estate performance forecast period is coming , Optimistic about the investment value of the sector -21 page .pdf

Digital transformation and development of commercial real estate in the intelligent era -45 page .pdf

Electrical equipment industry “ Foresee low pressure ” One of the series topics ： Look at low-voltage electrical appliances from the perspective of real estate cycle -12 page .pdf

Optimistic about China's future development series 3 ： The era of real estate is over , Stock market golden decade -19 page .pdf

High frequency tracking monthly report of industry interest margin and industrial chain 2019 In the first 12 period ： The bulk price and the sales performance of the first, second and third tier real estate are differentiated -21 page .pdf

Digital transformation and development of commercial real estate in the intelligent era -45 page .pdf

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The real estate 、 Office buildings - Special materials - Update to 2019.12.30, common 82 Share

2018 The core trend of office demand in Greater China in -46 page .pdf

2018 Hubei real estate development white paper -46 page .pdf

2019 China industrial real estate ： White paper on enterprise business model and innovation practice -33 page .pdf

2019 China Health Real Estate Research Report -43 page .pdf

2019 China office market report -24 page .pdf

2019 National office building macro report -18 page .pdf

2019 Research Report on China's office rent index in the first half of the year -21 page .pdf

2019 The third quarterly report of us real estate -36 page .pdf

2019 A brief analysis of Chengdu office market -24 page .pdf

2019 Thailand Real Estate Report ：2019 Analysis of Thai apartment market -24 page .pdf

Reading real estate 11 monthly -30 page .pdf

China - The real estate industry - China's real estate industry ： Expand the market 、 Small market , Or go home -78 page .pdf

2019 year 5 Months read real estate -26 page .pdf

Reading real estate 6 monthly -28 page .pdf

2018 Annual report on the development of China's industrial real estate market -30 page .pdf

2018 Annual report on the development of China's pension real estate market -20 page .pdf

2019 China office rent index Research Report -18 page .pdf

2019 White paper on the development of commercial real estate in China -34 page .pdf

Monthly report on industrial real estate market （2018 year 12 month ）-24 page .pdf

Monthly report on industrial real estate market （2019 year 2 month ）-32 page .pdf

Monthly report on industrial real estate market （2019 year 3 month ）-23 page .pdf

Monthly report on industrial real estate market （2019 year 4 month ）-20 page .pdf

Monthly report on industrial real estate market （2019 year 5 month ）-24 page .pdf

Monthly report on industrial real estate market （2019 year 6 month ）-24 page .pdf

Monthly report on industrial real estate market （2019 year 7 month ）-26 page .pdf

Monthly report on industrial real estate market （2019 year 8 month ）-30 page .pdf

Monthly report of pension real estate market （2019 year 2 month ）-22 page .pdf

Monthly report of pension real estate market （2019 year 3 month ）-16 page .pdf

Monthly report of pension real estate market （2019 year 4 month ）-13 page .pdf

Monthly report of pension real estate market （2019 year 5 month ）-17 page .pdf

Monthly report of pension real estate market （2019 year 6 month ）-17 page .pdf

Monthly report of pension real estate market （2019 year 7 month ）-16 page .pdf

Monthly report of pension real estate market （2019 year 8 month ）-21 page .pdf

Monthly report on commercial real estate market （2019 year 10 month ）-34 page .pdf

Monthly report on commercial real estate market （2019 year 2 month ）-21 page .pdf

Monthly report on commercial real estate market （2019 year 3 month ）-21 page .pdf

Monthly report on commercial real estate market （2019 year 5 month ）-21 page .pdf

Monthly report on commercial real estate market （2019 year 8 month ）-34 page .pdf

Beijing commercial real estate inventory and forecast (2018-2019)-11 page .pdf

The vacancy rate of office buildings reached a new high ：2019Q2 China real estate market report -40 page .pdf

Interest rate depth · One of the series of real estate observation reports ：2008~2009 Apocalypse of real estate -15 page .pdf

Special in-depth report on commercial real estate industry ： On the safety of blooms , Operation is king -47 page .pdf

One of the series of in-depth reports on the commercial real estate industry ： High quality commercial real estate benefits from asset shortage , Liquidity easing drives value revaluation -43 page .pdf

Commercial real estate industry in-depth research report Series II ： Commercial real estate welcomes opportunities , The valuation of stock operation is excellent -38 page .pdf

A series of in-depth research on real estate debt ： Select real estate bonds , Look at what indicators ？-27 page .pdf

In depth report on household appliances industry ： theory ~ actual combat ~ forward , Trilogy of real estate appliance model -31 page .pdf

Household appliances industry ： Deep double 2009 Annual household appliance subsidy ~ The effect of the split subsidy policy and real estate stimulus -28 page .pdf

In depth Research Report on household light industry ： The scale of centralized real estate purchase is on the rise , Household enterprises explore new opportunities -26 page .pdf

In depth research on the new cycle of household appliance industry （2）： Household appliance demand cycle 6 Stage model , It's not as simple as real estate -34 page .pdf

Special in-depth report on the real estate industry chain of the real estate industry ： Policy driven housing sales recovery , How to lay out the real estate industry chain ？-42 page .pdf

The third in-depth interpretation of real estate financing in the real estate industry ： The growth rate of real estate investment under the new trust policy 、 How does the source of funds affect ？ A brief calculation of the dependence of real estate investment and capital sources on trust -27 page .pdf

In depth analysis of the real estate industry ： The history of real estate debt 、 Current situation and prospect -29 page .pdf

In depth report on the real estate industry ： The U.S. real estate cycle and the trend of real estate stocks after the subprime mortgage crisis -25 page .pdf

In depth report on the real estate industry ： Financing is tightening , Will real estate enterprises explode ？-14 page .pdf

In depth research on the real estate industry ： How to view the current real estate stock opportunities , Higher frequency cycles , More positive opportunities -18 page .pdf

The depth of the real estate industry ： Then talk about urban population changes and deep regulation of real estate -29 page .pdf

2019 New youth lifestyle report -40 page .pdf

2018 Annual report of long-term apartment market -25 page .pdf

Digital transformation and development of commercial real estate in the intelligent era -45 page .pdf

The evolving class A office market in Beijing -20 page .pdf

In depth report of glass industry ： Price determines enterprise behavior , The real estate cycle drives performance improvement -31 page .pdf

Research on the stock transformation of commercial real estate -20 page .pdf

2018 year Q4《 Shanghai office market 》 The report -5 page .pdf

2018 year Q4《 Beijing office market 》 The report -5 page .pdf

2019Q3 Shanghai office market report -5 page .pdf

Shanghai office market report _ 2019 year Q1-5 page .pdf

Beijing office market report _2019 year Q1-5 page .pdf

Digital transformation and development of commercial real estate in the intelligent era -45 page .pdf

2019 Shenzhen office market outlook （ The real estate ）-7 page .pdf

Shanghai 2018Q4 Overview of the office market -5 page .pdf

Overview and outlook of the office market in Lize financial and business district -8 page .pdf

Beijing 2019 Q1 Overview of the office market -4 page .pdf

East China 2018H2 Overview of the office market -7 page .pdf

Opportunities and challenges of Taiwan's industrial real estate -12 page .pdf

Chengdu 2019 Q1 Overview of the office market -5 page .pdf

Xi'an 2019Q1 Overview of the office market -5 page .pdf

2019 Retail real estate report - Emerging business forms and future business development trends -20 page .pdf

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【 The real estate （ business Industrial real estate ） Office buildings - Special materials 】 Special materials | The real estate （ business Industrial real estate ） Office buildings Now updated to 2022.1.9, common 978 Share , Every time 1-2 Months update 1 Time .

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