工银国际首席经济学家程实：房地产政策重心应向“稳需求”倾斜

Core Viewpoint - The focus of real estate policy should shift towards "stabilizing demand" in the short term, while maintaining a balance of "ensuring supply" and "basic needs" in the long term [1] Group 1: Economic Context - Recent economic data from April indicates a recovery in consumption and optimization of economic structure [1] Group 2: Policy Recommendations - Short-term policies in the real estate market can moderately lean towards "stabilizing demand" [1] - Long-term strategies should emphasize the construction of a multi-level and sustainable housing supply system [1] Group 3: Corporate Strategy - Companies should adapt to the "new pragmatic" consumption trend by focusing on the dual demand for "quality-price ratio" and "supporting services" [1] - There is potential for growth by integrating products and services in areas such as "education + technology," "healthcare + smart devices," and "elderly care + customized services" [1]