楼市止跌回稳需要新思路和新策略
2 1 Shi Ji Jing Ji Bao Dao·2025-09-17 22:20

Core Insights - The real estate industry is undergoing profound adjustments and structural changes, requiring multi-faceted efforts from various regions and departments to stabilize the market [1][2] Group 1: Market Dynamics - Urbanization in China has shifted from rapid growth to stable development, leading to significant changes in the supply-demand relationship in the real estate sector [1] - The expectation that housing prices would only rise has been broken, with the market returning to a focus on residential attributes rather than financial ones [1] - By 2025, new residential construction is projected to be around 500 million square meters, indicating a low level of new housing starts [1] Group 2: Demand and Supply Factors - There is a strong potential and resilience in the real estate market driven by various demands, including new urban residents and housing upgrades [2] - The demand side is experiencing a shift with some new residents preferring to rent rather than buy, while the supply side shows a prolonged inventory digestion cycle, particularly for new homes [2][3] - The need for a refined supply strategy is emphasized, with policies tailored to specific regions to balance housing supply and demand [3] Group 3: Quality and Regulation - There is a call for increased regulation on high-quality projects to prevent misleading marketing practices and ensure fair pricing [4] - The market is facing challenges with high-quality projects struggling to sell due to their high prices and limited demand potential [4] - The importance of urban renewal and improving living conditions in older neighborhoods is highlighted as a means to enhance demand for existing housing [4][5] Group 4: Policy Recommendations - Future policies should shift focus from primarily increasing new housing supply to balancing both new and existing housing markets, particularly stabilizing second-hand housing prices [5] - The promotion of urban renewal and new urbanization is essential to restore the dynamics of supply and demand in the real estate market [5]