Core Viewpoint - The report from China International Capital Corporation (CICC) highlights a new policy from Beijing's housing authorities that allows eligible families to purchase an unlimited number of residential properties outside the Fifth Ring Road starting from August 9, 2025, which may create investment opportunities in the real estate and property management sectors [1] Group 1: Policy Changes - The Beijing Municipal Commission of Housing and Urban-Rural Development and the Beijing Housing Provident Fund Management Center issued a notice to optimize and adjust real estate policies [1] - From August 9, 2025, eligible families can buy an unlimited number of commercial housing units outside the Fifth Ring Road [1] - Single adults will be subject to the same housing purchase restrictions as families [1] Group 2: Market Outlook - Despite the current weak performance of the industry fundamentals, the Politburo meeting has maintained a stable stance on real estate policies [1] - The current valuations in the real estate sector show resilience, suggesting potential for improvement in overall market liquidity, which could drive the sector forward [1]
中金公司:关注地产及物管板块投资机会