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国务院全体会议再提房地产,LPR还有多大下行空间?
Sou Hu Cai Jing·2025-08-22 01:46

Group 1 - The core message of the news is the positive signals for the real estate market, emphasizing the goal of stabilizing the market and the potential for interest rate cuts to support this [1][2] - The LPR (Loan Prime Rate) has remained unchanged for three consecutive months, leading to speculation about its future adjustments, with experts suggesting that the current monetary policy is in a "comfortable zone" [1][2] - There is a notable decline in rental prices and an increase in the supply of rental properties, indicating a shift in market dynamics where tenants have more negotiating power [6][8] Group 2 - The Shenzhen housing policy has seen a surge in applications for rental housing due to lower entry barriers, allowing a wider range of applicants to qualify [4] - Compared to other cities, Shenzhen's approach to rental housing distribution is more inclusive, directly targeting individuals and families rather than primarily large enterprises [4] - The overall rental market is expected to enter a downward adjustment phase, with landlords facing increased pressure and a likelihood that tax burdens will not be passed on to tenants [11][12]