Mei Ri Jing Ji Xin Wen·2025-10-09 06:41Group 1 - Real estate stocks experienced a decline throughout the day, with Zhangjiang Hi-Tech hitting the daily limit down, and New Town Holdings and Huafa Group dropping over 6% [1] - The real estate ETFs fell by more than 3%, indicating a broader market impact [1] Group 2 - Specific real estate ETFs reported the following prices and changes: - 159707 Real Estate ETF at 0.699, down 0.027, a decrease of 3.72% - 159768 at 0.629, down 0.024, a decrease of 3.68% [2] - Analysts suggest that the policy focus in the second half of the year will primarily be on land acquisition policies, with special bonds expected to expedite the acquisition of idle land and progress on existing housing, aligning with the goal of optimizing existing stock [2] - Urban village renovations are anticipated to accelerate inventory digestion and optimize supply-demand structure, with expectations for increased progress in the second half of the year [2]