
Group 1 - The core viewpoint of the article highlights a positive shift in the Chinese real estate sector, driven by new policy adjustments in Shanghai that are expected to boost housing demand and market activity [1] - Chinese real estate stocks, such as Fangdd (DUO.US) and Beike (BEKE.US), experienced significant gains, with Fangdd rising over 12% to $1.635 and Beike increasing over 2% to $18.94 [1] - The new policies, effective from August 26, 2025, include major changes to housing purchase restrictions, allowing eligible families to buy unlimited properties outside the outer ring, and single adults to follow the same purchasing rules as resident families [1] Group 2 - The policy adjustments also allow public housing fund accounts to be used for down payments and eliminate the distinction in mortgage rates between first and second homes [1]