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Huayuan Real Estate (6 days and 5 boards, real estate)Let's recall the relationship between Nanjing, Guifa and Yiming before, probably because Nanjing broke the board on the same day, Guifa changed hands and Yiming continued to limit. The next day, Nanjing exceeded expectations, Guifa went down, and Yiming continued to go up. It was not until the third day in Nanjing that the accelerated explosion of the board and the diving at the end of the session resisted the pressure, while other middle and high positions were divided one after another, and the differences were aggravated at the end of the session. On the fourth day, the word Nanjing fell, and on the third day, the construction industry was divided: the bill was leaked at the end of the session. Basically, this bid was going to be opened at a higher level. Will the expectation of this difference lead to a big retreat for the high-ranking collective? Let's leave this expectation first. Of course, everything is not absolute. If it is not low, it will be more than expected. Anyway, make more plans, and the core of the team's echelon is basically negative in deep water. And Yiming is indeed accelerating. Is their relationship very similar to the current Yiming, Risheng, Shandong fiberglass, construction industry and so on? At that time, when Nanjing broke the board, Guifa's resistance to pressure became the highest, which is similar to the current breaking board and resisting pressure every day, so you should be careful about this. Because they are too close, it is a risk. But will glass fiber be able to withstand pressure? Not necessarily, because he is shrinking continuously, and this selling pressure is also increasing, so you should also pay attention to some risks. That is to say, he is currently at the critical point of cycle exit, and he may extend upward, because the effect of low consumption is very strong, and this trend of breaking the board in one fell swoop cannot be ruled out, because he basically came out of the disagreement beyond expectations along the way. You should pay attention to that if he goes up, it is cycle extension. When the cycle is extended, it will dance with the compensatory growth. At this time, the compensatory growth in the back position may still fall behind, because it is a process of concentrating upward. The higher the cycle, the less the core will follow. This should be remembered. However, before this result came out, the difference was expected to be even greater. After all, whether it was the climax of consumption yesterday or the leakage of the front row of the class echelon, and the fear of heights of Yiming itself, it was different today, so we directly looked at the disk results in the morning.What about construction industry? Board 8, the location is ok, but it depends on the choice of funds, so their focus is on the day after the disagreement ends.

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Huayuan Real Estate (6 days and 5 boards, real estate)Main points of today's observationConstruction industry: the bill was missed at the end of the session. Basically, this bid is going to be opened higher and lower. Will this divergent expectation lead to a big retreat of the high-level collective? Let's leave this expectation first. Of course, everything is not absolute. If it is not low, it will be more than expected. Anyway, make more plans,