事关房地产，政治局会议最新定调

Core Viewpoint - The recent meeting of the Political Bureau emphasizes the need to stabilize the real estate market and accelerate urban renewal, with a focus on high-quality housing supply and optimizing existing property acquisition policies [1][2][10]. Group 1: Urban Renewal and Housing Supply - The meeting highlights the acceleration of urban renewal actions, particularly in transforming urban villages and dilapidated housing, aiming to stimulate demand through existing stock [2][3]. - The introduction of "high-quality housing supply" marks a significant shift in policy direction, aligning with the goal of constructing "good houses" by 2025, which will guide the transformation of the real estate sector [4][10]. - The strategy of leveraging existing stock to drive new demand is expected to alleviate high inventory pressures, with an estimated 2 billion square meters of property to be absorbed through urban renewal initiatives [3][5]. Group 2: Policy Optimization and Market Stability - The focus on optimizing existing property acquisition policies is seen as a core engine for stabilizing the market, with plans to convert existing properties into affordable housing [5][10]. - The real estate market is currently in an "L" shaped bottoming phase, necessitating continued efforts to stabilize and recover the market, with future policies being crucial [2][9]. - The meeting reiterates the importance of maintaining a stable market environment, with a combination of policy measures aimed at both supply and demand sides to support housing needs [10][11]. Group 3: Future Policy Directions - The 2025 real estate policy is expected to focus on three main goals: stabilizing expectations, preventing risks, and promoting transformation, with four key areas of emphasis [10][11]. - Policies will aim to enhance the quality of housing, support urban renewal, and ensure financial backing for real estate projects, particularly in major cities [10][11]. - The integration of financial support mechanisms and risk prevention strategies will be crucial in maintaining market stability and encouraging high-quality development in the sector [11].