孟晓苏：房价将迎关键转折

Core Viewpoint - The Chinese real estate market is expected to stabilize and recover by 2026, driven by the return of funds from increased household savings back into the housing market [1][4]. Group 1: Market Predictions - The speaker has accurately predicted housing price trends over the past 20 years, asserting that the market will rebound after a period of decline [2][9]. - A significant drop in real estate sales, amounting to 5 trillion yuan, was noted in 2022, but a corresponding increase in household savings to 15 trillion yuan in 2023 indicates potential for recovery if these funds are reinvested in the housing market [4][5]. Group 2: Policy Recommendations - The necessity for building affordable housing is emphasized as a means to restore confidence in the market and protect residents' wealth [3][7]. - The speaker argues that restoring confidence is crucial, as current media narratives and misinformation are undermining public trust in the real estate sector [6][8]. Group 3: Economic Context - The potential for a global financial crisis, similar to the one in 2008, is highlighted, with the expectation that China will implement aggressive measures to prevent such an event from impacting its economy [8]. - The speaker suggests that the recovery of the real estate market is intertwined with broader economic conditions, including international market trends [8].