聚焦中央经济工作会议丨我国将着力稳定房地产市场

Core Insights - The central economic work conference held on December 10-11 emphasized the need to "stabilize the real estate market" in 2026, indicating a focus on managing the current structural transformation within the industry [1][3] - The real estate market is experiencing significant differentiation, with some hot cities showing signs of recovery due to solid fundamentals, precise policy support, and effective market supply, despite the overall sales market not yet turning positive [1][2] Group 1 - The conference proposed policies such as "controlling increment, reducing inventory, and optimizing supply" tailored to individual cities, encouraging the acquisition of existing properties for affordable housing [1][2] - The shift in urbanization from rapid growth to stable development necessitates a change in the real estate supply-demand relationship, prompting the adjustment of regulatory policies [1][2] - New demand drivers such as safe, comfortable, green, and smart housing, along with urban renewal, are expected to create new growth points in the real estate sector, aiding in market stabilization and promoting high-quality development [2][3] Group 2 - The call to "accelerate the construction of a new real estate development model" is seen as fundamental for the stable and healthy development of the market, advocating for a combination of short-term and long-term strategies [3] - The need for reform in basic systems related to property development, financing, and sales is highlighted to achieve a balance between supply and demand and ensure market stability [3] - Local governments are urged to respect market laws and implement precise measures to align with the public's aspirations for improved living conditions, facilitating a smooth transition to a new development phase in the real estate market [3]