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先立后破!国常会强调更大力度推动房地产止跌回稳,北上深或将进一步优化楼市政策
Hua Xia Shi Bao·2025-06-15 10:11

Core Viewpoint - The Chinese government emphasizes the need for a new model of real estate development to stabilize and promote the healthy growth of the real estate market, focusing on a gradual transition from the old model to the new one while ensuring economic stability [2][3][4]. Policy Direction - The State Council meeting highlighted the importance of establishing a new real estate development model, which includes policy support in planning, land, finance, and other areas to stabilize expectations, activate demand, and optimize supply [2][4][10]. - The concept of "establishing before breaking" is reiterated, indicating that the old model should not be discarded too quickly to avoid financial risks and other systemic issues [3][5]. Market Conditions - Recent data shows that the real estate market is facing pressure, with new residential sales prices in first-tier cities remaining flat and second-hand housing prices declining [8][9]. - The number of second-hand homes listed for sale has increased significantly, contributing to price declines, as homeowners respond to new policies encouraging housing upgrades [9][10]. "Good Housing" Initiative - The meeting emphasized the integration of the "Good Housing" initiative into urban renewal mechanisms, with a focus on creating safe, comfortable, and green living spaces [6][7]. - The government aims to transform existing housing into "Good Housing" through various means, including the renovation of old neighborhoods and improving public facilities [7]. Future Expectations - The government is expected to implement more robust measures to stabilize the real estate market, including the potential easing of restrictions in major cities and enhancing housing support policies [10]. - The focus will be on activating demand and optimizing supply through various initiatives, such as improving housing financing and increasing subsidies for home purchases [10].