YUEXIU PROPERTY(HK:00123) Zheng Quan Ri Bao Zhi Sheng·2025-10-27 10:40Core Insights - The seminar organized by Shanghai E-House Real Estate Research Institute focused on the current real estate market and policy analysis, emphasizing the need for high-quality development in the industry [1] Group 1: Industry Trends and Challenges - The real estate industry is urged to align with national strategic goals and to view its positioning through a new lens, considering the macro environment and market risks [1] - The industry is facing challenges that require a clear understanding of development trends, with the "14th Five-Year Plan" serving as a key guideline for mitigating risks [1] - There is a consensus among industry leaders on the need for innovation and breakthroughs during the transformation process [2] Group 2: Development Models and Strategies - The core of achieving high-quality development lies in constructing a new development model, which includes transitioning from expansion to improving existing stock, shifting product concepts from merely providing housing to enhancing living quality, and balancing sales and rental markets [2] - Companies are encouraged to reshape their development models, building products, and corporate DNA to embrace long-termism and collaborative growth [2] Group 3: Cross-Industry Integration - The importance of cross-industry integration was highlighted, with examples such as the "West Shanghai Digital Incubation Base" project that combines various sectors to revitalize existing assets [3] - The need for national-level financial institutions to address inventory issues and improve market supply-demand relationships was emphasized [3] Group 4: Operational Improvements and Financial Strategies - Companies are advised to enhance operational capabilities, adopt market-driven cost management, and explore asset securitization through REITs [4] - The industry is encouraged to move away from high-leverage models and ensure that financial tools serve to empower the real economy, focusing on quality development that benefits the public [4]