Core Viewpoint - Vanke's management believes that the real estate industry is expected to gradually emerge from the adjustment period and enter a new stage of stable development as policies continue to be implemented and reasonable housing demand is gradually realized [1] Group 1: Industry Trends - The "14th Five-Year Plan" emphasizes the important role of the real estate industry in ensuring and improving people's livelihoods, highlighting the goal of high-quality development [1] - The plan stresses the importance of "good houses and good services," which will be the foundation of industry competitiveness and the mission of ensuring and improving people's livelihoods [1] - Future industry development will focus on creating a multi-level housing supply system to generate more effective demand and opportunities [1] Group 2: Policy Implications - The plan suggests "activating and utilizing inefficient land, idle properties, and existing infrastructure," indicating a potential resolution to the historical mismatch of land resources [1] - Efficient use of land resources is expected to provide space for the development of new productive forces [1] - The emphasis on "promoting urban connotative development and vigorously implementing urban renewal" indicates an acceleration of urban renewal efforts, aiding in the protection of historical context and the integration of new and old urban spaces [1]
万科:随着政策持续落实,行业有望逐步走出调整周期