Why is the appreciation of the renminbi good for the real estate industry?

The appreciation of the renminbi is more affected by the impact on listed companies**. The impact on listed companies is mainly transmitted through the chain of import and export, and the greater the dependence on import and export, the more sensitive it is to changes in the RMB exchange rate. The specific impact is seen from different sections, as follows:

1. For airline stocks with a large amount of foreign debt in the transportation sector, the reduction of debt in RMB can greatly improve efficiency.

2. Petrochemical industry: As a major oil importer, China's imported oil accounts for a large part of the cost of petrochemical products. If the renminbi appreciates, it will have a positive impact on the petrochemical industry in general.

Now, Sinopec, Shanghai Petrochemical, Yangzi Petrochemical, etc. import billions of yuan every year, and the appreciation of RMB will reduce their import costs.

3. Textile and garment industry: China is a major textile exporter, and the appreciation of RMB will reduce the advantages of Chinese products. Comparatively speaking, the impact of the domestic market is relatively small, the impact of export-led is relatively large, and now the appreciation of the RMB will reduce the expectation of tariff increases in Europe and the United States on China's textile industry.

4. Household appliance industry: Similar to the textile industry, China is a major exporter of low-end household appliances, and the proportion of export sales such as Sichuan Changhong, Konka, and Gree accounts for a large proportion of total revenue, and the appreciation of RMB will further reduce its already low profit margin.

5. Automobile industry: RMB appreciation will increase automobile imports, which will put greater pressure on existing manufacturers. However, it will reduce costs for companies that focus on assembly and purchase parts abroad. Overall, the industry is bearish.

6. Real estate: The appreciation of the RMB will also have indirect benefits to the real estate industry.

7. Tourism: The appreciation of the RMB and the depreciation of the US dollar have made the outbound travel of domestic residents cheaper, while the inbound travel of foreign tourists has become relatively expensive, which is obviously unfavorable to domestic tourist attraction companies, but it is beneficial to listed companies of travel agencies.

8. Coal, nonferrous metals and other resource companies: for example, iron ore, copper ore, etc., a considerable part of which are dependent on imports, and the appreciation of RMB will bring about a decrease in import costs. But the industry is complex, so the yuan can only be seen as neutral news.

9. Chemical API industry: China is a big producer of chemical APIs, and the APIs produced are quite competitive in the international market due to their high quality and low price, and the best advantage will be reduced after the appreciation of RMB. Related to this are Tianyao, Kunming Pharmaceutical, Lukang Pharmaceutical, North China Pharmaceutical, Xinhua Pharmaceutical, etc.

10. Paper industry: Since China's high-quality pulp relies on imports in large quantities, RMB appreciation can reduce the cost of papermaking, which is good for listed companies in paper and paper packaging.

11. Small and medium-sized enterprises: The proportion of exports of many companies in small and medium-sized enterprises is quite high, and the appreciation of RMB will have a negative impact on the performance of export-oriented small and medium-sized enterprises.

The main thing is the premium of the asset, in fact, we don't get a very clear benefit, which is mainly reflected in the asset. First of all, the weakening of the U.S. economy and the reduction of interest rates have led to the weakening of the U.S. dollar and the continuous depreciation of the yuan. And dollar-denominated assets in the international market have risen sharply, as evidenced by the fact that oil is the best.

The transmission mechanism has led to other assets, and the most direct manifestation in China is the related assets, such as coal, oil, non-ferrous metals, forests, etc. Real estate companies hold a large amount of land, so the appreciation of the renminbi is a big positive for the real estate industry.

The appreciation of the renminbi has led to a large influx of foreign capital and a false boom in the property market.

The impact of the depreciation of the renminbi on real estate is as follows:

1. Liquidity effect. The depreciation of the renminbi will compress the profit margin of speculative capital, promote capital outflow, and cause a shortage of domestic funds flowing to the real estate industry, which in turn will change the current supply and demand relationship of real estate. Under the condition that the total amount of real estate remains unchanged, due to the lack of capital and demand support, the real estate impulse will be suppressed.

Second, the reverse wealth effect. The depreciation of the RMB will cause the increase in imported goods, which will lead to a decrease in imports, resulting in an increase in domestic goods, which will make the social purchasing power insufficient, resulting in sluggish demand for real estate consumption, and ultimately putting pressure on housing prices.

3. Substitution effect.

Under the depreciation of the RMB, market intervention will be carried out to maintain the stability of the exchange rate, such as the release of the US dollar through the purchase of RMB to boost the RMB exchange rate, which will cause insufficient liquidity and inhibit real estate.

Therefore, through the above analysis, it can be found that the depreciation of the RMB and the increase in the RMB exchange rate will strengthen the real estate market in the stage of oversupply in the real estate market, which will help break the market expectation of the unilateral rise in the real estate market, avoid the further accumulation of real estate bubbles, and be conducive to the healthy development of the real estate industry.

Hello, dear, the depreciation of the renminbi will have a certain impact on housing prices, but the degree of this impact is related to the specific situation of housing prices and the overall trend of the market. On the one hand, the depreciation of the renminbi will lead to the dispersion of imported goods, including building materials and housing equipment, which will lead to housing prices. At the same time, the depreciation of the renminbi may also attract foreign investors into China's real estate market, which may also have an impact on housing prices**.

On the other hand, the depreciation of the renminbi will affect people's purchasing power, which may lead to a slowdown in the economy and a decline in employment, which will put downward pressure on housing prices. The impact of RMB depreciation on housing prices is complex and requires consideration of many factors. At the same time, the change in housing prices is affected by a variety of factors, such as market supply and demand, policy regulation and control, and the macroeconomic environment, and the depreciation of the renminbi is just one of them.

The impact of the depreciation of the renminbi on housing prices. In the past, one of the reasons for China's sharp rise in housing prices has been the appreciation of the renminbi. So for the capital-intensive Chinese real estate industry, the depreciation of the renminbi against the dollar is not good news.

More importantly, the exchange rate affects real estate** is a market mechanism, which affects the real estate market through resource allocation, which helps to highlight the decisive role of the market in China's economic development.

It's negative, if you think about it, it used to be sold for 100 yuan, and now it's bought for 95 yuan, that's it.

First, appreciation means that China's money is more valuable when it is abroad, and China's rich people are more rich abroad, and when rich people have more money, they emigrate, and they all emigrate, of course, they don't care about life and death on this side, because they have a way out, and they don't work hard to make money.

Second, is the house really worth a few dollars, the construction cost within 1000 plus 70 property rights of the land How much is it now, any second-tier city is more than 10,000, any county is about 5000, don't take the ** policy house with my people, pull down the average**.

Third, for example, 1 catty of rice is 100 yuan a catty, I sell 2 catties of inventory, 198 catties of inventory, and make the same money, if I sell 3 catties, haha, this truth does not exist in our ancestors, and it is not cheap to sell rice into the Yellow River.

Fourth, haha, there is another important point here, that is, if the country's housing prices are not controlled, I am afraid that China will fall to the bottom, so the country's current policy is that you will make a lot of money, and you will almost get it.

Fifth, from ancient times to the present, how many businessmen in our country have moral blood Haha, the final outcome is only two, either kill or perish, history repeats itself again and again, and continues again and again, and the words are back, and our current businessmen have one more way, that is, first.

After reading the Tao, I realized that Lin Shangwo has only one world, and everything else is in the money, and it is just floating clouds.

What is the impact of RMB appreciation? According to the conventional market logic, the appreciation of the renminbi will push the house price further**. The appreciation of the renminbi indicates that the purchasing power of the renminbi has increased, but this corresponds to the international purchasing power, and the housing price is positively correlated with the value of the renminbi.

The appreciation of the renminbi will definitely play a role in fueling China's ** and the real estate market, once the RMB appreciates, the international ** will flow into China in large quantities, thus entering the **. The crazy rise in housing prices in 2009 has dragged down a large number of buyers, and the continuous rise in housing prices has created a strange phenomenon of price appreciation and decline this year.

China is a national policy-based, supplemented by a market economy, no one can say the direction of the future, mainly depends on the national policy, once the purchase restrictions are relaxed, there will be a lot of wait-and-see people to buy houses, then housing prices, if the purchase restrictions continue to be restricted, the developer's capital chain is broken, and housing prices will continue to decline. But there is a bottom line for the decline, and the state cannot watch the house prices fall and remain indifferent, and then the purchase restrictions will be relaxed

1. The depreciation of the people's bai currency will squeeze through the capital bubble, and the first thing to bear the brunt of is the property market, which will lead.

DAO to real estate ** back.

If the RMB continues to depreciate, it will lead to a reversal of the expectations of the entire market, prompting investors to gradually abandon such an excessively high asset as real estate.

2. Resulting in the outflow of funds from the Chinese market, resulting in a shortage of money in the property market, housing prices may be the first time, but if the first amplitude is too large, it may lead to the bursting of the real estate bubble.

3. The depreciation will lead to a reversal of the expectations of the entire market, prompting investors to gradually abandon such an excessively high asset as real estate.

Housing prices are always one of the topics that people are most concerned about, looking at the recent continuous depreciation of the RMB, many people are asking what impact the depreciation of the RMB will have on housing prices? Today, I will talk to you about what will happen to housing prices after the depreciation of the RMB in 2018.