Core Viewpoint - The Chinese real estate sector is experiencing a rally, with major property stocks seeing significant gains following government measures aimed at stabilizing the market [1] Group 1: Market Performance - Major property stocks such as Longfor Group (00960) rose by 6.14% to HKD 12.1, Vanke (02202) increased by 4.09% to HKD 5.6, Country Garden (02007) climbed 5.26% to HKD 0.6, and Sunac China (01918) gained 3.16% to HKD 1.63 [1] Group 2: Government Policies - The State Council emphasized the need for strong measures to consolidate the real estate market's recovery during its ninth plenary session in August [1] - Major cities like Beijing and Shanghai have introduced new policies to support homebuyers, indicating a multi-faceted approach to stimulate demand [1] - Several new first-tier cities are also studying the latest policy measures to further boost housing demand and provide targeted support for home purchases [1] Group 3: Market Outlook - Guotai Junan Securities reported that recent policy optimizations in first-tier cities, combined with seasonal demand, are expected to improve the fundamentals of the real estate market [1] - August real estate data suggests that more policies are needed to drive the market towards stabilization, with ongoing expectations for additional policy support [1] - The current valuation of the real estate sector is considered low, suggesting a potential opportunity for investors to accumulate real estate stocks at lower prices [1]