Group 1 - The core viewpoint of the article highlights that recent policy changes in China's real estate market are expected to enhance market activity, despite the current weak fundamentals [1] - CICC's report indicates that the Ministry of Finance's announcement on the individual sales housing capital gains tax policy and Beijing's adjustments to purchase and loan restrictions are significant developments [1] - JPMorgan notes that a recent article in the "Qiushi" magazine has raised investor optimism, suggesting a potential shift in the government's stance towards the real estate market [1] Group 2 - The article mentions that the real estate market fundamentals remain weak, but there are ongoing small positive developments on the policy front [1] - JPMorgan emphasizes that the government's narrative regarding the real estate market may finally be changing after a lack of substantial policies last year [1] - The next key policy windows are anticipated to be during the March Two Sessions and the April Politburo meeting, which could provide further insights into the government's approach [1]
美股异动丨贝壳盘前涨近5% 机构料内地增加房地产政策支持力度