Zhi Tong Cai Jing·2025-09-09 02:15Group 1 - The core viewpoint of the article highlights a significant rise in the stock prices of Chinese real estate companies, particularly Country Garden, which saw an increase of over 23% after being included in the Hong Kong Stock Connect [1] - The new real estate policy released by Shenzhen on September 5th has relaxed purchase restrictions in non-core areas, which is expected to boost market activity [1] - Analysts from Guotai Junan Securities predict a rebound in real estate transaction volumes in the fourth quarter due to the recent optimization of purchase policies in major cities like Beijing and Shanghai [1] Group 2 - Open Source Securities notes that the overall real estate market in China is moving towards stabilization, with potential for slight fluctuations in housing prices [1] - The combination of more proactive fiscal policies and moderately loose monetary policies is expected to accelerate the improvement of the housing supply-demand relationship [1] - The article suggests that the current low valuations in the real estate sector present a buying opportunity for investors [1]