【楼市2026】积蓄力量，回稳可期！

Core Viewpoint - The article highlights a significant shift in the real estate market's outlook for 2026, driven by a pivotal article published in the authoritative party journal "Qiushi," which acknowledges the financial asset nature of real estate, marking a departure from the previous "housing is for living, not for speculation" framework [1][8]. Group 1: Policy - The article emphasizes that policy will play a dominant role in the Chinese real estate market, advocating for a more decisive approach to policy implementation, moving away from gradual measures [8][9]. Group 2: Supply - It suggests a shift in supply management strategy from aggressively building new homes to a focus on controlling new supply and revitalizing existing inventory [9]. Group 3: Public Sentiment - The article indicates that future communication will be more transparent and proactive, with increased monitoring of key real estate indicators to prevent misinformation from negatively impacting market sentiment [10]. Group 4: Market Dynamics - The real estate market is gradually recovering, with some previously distressed companies either exiting the market or striving to return, indicating a cleansing of the market [10]. - In Beijing, despite a decrease in land supply and revenue, the average land price has increased by approximately 20% compared to 2024, reflecting optimism among developers regarding the market's future [11].