Core Viewpoint - The recent State Council meeting emphasized the need for strong measures to stabilize the real estate market and release improvement demand, indicating a continued focus on achieving a "stop decline and stabilize" policy goal [1][2]. Group 1: Policy Direction - The government has prioritized stabilizing the real estate market as a key task this year, with multiple meetings reiterating the importance of maintaining stability [2]. - The latest meeting highlighted the urgency of implementing effective policies, suggesting that a new round of large-scale support measures for the real estate market may be forthcoming, potentially exceeding previous efforts [2]. Group 2: Improvement Demand - The meeting called for a multi-faceted approach to release improvement demand, which is increasingly significant in the overall real estate market [3]. - Data from the China Index Academy indicates that in the first five months of this year, the transaction share of 120-144 square meter units in 30 key cities reached 30%, marking a shift towards improvement-type properties [3]. Group 3: Supply and Demand Dynamics - The current market conditions necessitate a greater focus on improvement demand, which includes upgrading housing through various means [4]. - On the supply side, enhancing the availability of high-quality housing has become a key focus for local real estate policies, with around 40 cities introducing guidelines for quality housing since 2024 [4]. - On the demand side, local governments are reducing purchasing restrictions and increasing support for families with multiple children to stimulate improvement demand [4].
稳楼市“组合拳”加码 激活改善性需求
Zheng Quan Ri Bao·2025-08-19 16:40