Core Viewpoint - The recent policy adjustments in Shenzhen's housing market are expected to provide significant support for the local real estate sector, leading to potential price stabilization and increased transaction volumes [1] Group 1: Market Reaction - Chinese property stocks experienced a notable increase, with major companies such as China Overseas Land & Investment (03377) rising by 13.07% to HKD 0.173, Country Garden (02007) up 4.84% to HKD 0.65, China Jinmao (00817) increasing by 3.27% to HKD 1.58, and Sunac China (01918) gaining 2.91% to HKD 1.77 [1] Group 2: Policy Changes - On September 5, Shenzhen implemented new housing policies that significantly relaxed restrictions on home purchases and adjusted housing credit policies, with a particular focus on non-core areas [1] - CITIC Securities noted that the new policies in Shenzhen are more aggressive compared to the recent measures introduced in Beijing and Shanghai, suggesting a stronger potential impact on the market [1] Group 3: Market Outlook - According to Open Source Securities, the overall real estate market in China has been moving towards stabilization this year, with expectations of slight fluctuations in housing prices during this process [1] - The combination of more proactive fiscal policies and moderately loose monetary policies is anticipated to accelerate the improvement of existing housing supply and demand relationships, further aiding the stabilization process [1]
内房股盘中走高 一线城市陆续出台地产新政 机构称新政有望推动楼市需求释放