稳市场去库存 定调2026年房地产发展方向

Group 1 - The central economic work conference emphasized stabilizing the real estate market through targeted measures, including controlling new supply, reducing inventory, and optimizing supply [1] - The inventory clearance pressure remains significant, with the national inventory cycle for new residential properties reaching 27.4 months as of November 2025, indicating a slowdown in clearance speed [1] - First and second-tier cities face relatively lower inventory clearance pressure, while third and fourth-tier cities should expand home purchase subsidies and restrict new land supply to control new supply [1] Group 2 - The encouragement of acquiring existing residential properties for affordable housing is a key strategy for inventory clearance, indicating a shift towards linking existing property acquisition with affordable housing development [2] - The reform of the housing provident fund system is crucial, with over 260 optimization policies introduced since 2025, aimed at supporting real estate development [2] - The construction of "good houses" is seen as a focus for high-quality real estate development, promoting a shift from scale expansion to quality enhancement, with an emphasis on green, smart, and elderly-friendly designs [3] Group 3 - The core of promoting "good houses" is to guide demand through quality supply, with positive market reception expected to support the housing market in 2026 [3] - The conference called for accelerating the establishment of a new real estate development model, focusing on improving sales and inventory clearance while promoting high-quality development [3]