2026年房地产市场将迎来哪些变化？记者解读新表述背后的“稳”“优”“进”

Core Viewpoint - The Central Economic Work Conference has made clear deployments for the real estate work in the coming year, emphasizing the need to "stabilize the real estate market," indicating a shift in policy focus and approach compared to the previous year [1] Policy Objectives - The policy objective has shifted from "continuously promoting the stabilization of the real estate market" to "focusing on stabilizing the real estate market," highlighting a stronger commitment to maintaining stability [1] - In the first eleven months, while development investment has decreased, the housing market has entered a phase of stock, with the proportion of second-hand housing transactions reaching 45% of total transactions [1] - The decline in housing prices is narrowing, with some major cities experiencing year-on-year growth in transaction volumes for both new and second-hand homes [1] Policy Direction - The policy direction has changed from emphasizing "reasonable control of new land" and "promoting the disposal of existing properties" to clearly stating "controlling increments, reducing inventory, and optimizing supply" as core directions [3] - The term "optimizing supply" is introduced for the first time, indicating a coordinated approach to address inventory issues while considering "livelihood security" and optimizing the structure of land supply [3] Policy Tools - The reform of housing provident funds and the construction of "good houses" have been identified as new policy focuses for the coming year [5] - The coverage for flexible employment individuals to contribute to housing provident funds will be expanded, allowing for withdrawals for rental purposes even if they do not purchase a home [5] - The orderly advancement of "good house" construction signifies a shift from quantity-driven housing products to quality-driven ones [5] Urban Renewal - The term "urban renewal" has been prioritized, moving from a secondary position to a key focus area in the first part of the economic work, indicating an increased emphasis and intensity in promoting urban renewal efforts [7]