Group 1 - The State Council has issued measures to further promote private investment development, emphasizing the need for industry authorities and local governments to specify requirements for private capital participation in project construction [1] - The measures encourage private capital involvement in new urban infrastructure projects with profit potential, particularly in smaller cities [1] - There is an increased support for eligible private investment projects through central budget investments and new policy financial tools, with banks required to set annual service targets for private enterprises [1] Group 2 - The policy explicitly encourages private capital participation in profitable infrastructure projects such as railways, nuclear power, hydropower, oil and gas pipelines, and water supply, supporting a minimum holding ratio of over 10% [1] - The real estate sector is experiencing rising policy expectations, with forecasts indicating a stabilization of the real estate market by 2026, focusing on companies with balance sheet recovery [2] - Research from China International Capital Corporation suggests that there are opportunities for Hong Kong-funded real estate companies to experience a second upward trend [2]
房地产政策预期升温 机构称2026年市场将止跌回稳
Feng Huang Wang·2025-11-13 03:10