Group 1 - The founder of Banxia Investment, Li Bei, experienced a two-week ban on her Xiaohongshu account shortly after its creation, which she attributes to a comment regarding the real estate market that was interpreted as "violating traffic rules" by the platform [1] - Li Bei expressed confusion and dissatisfaction with the platform's rules, describing the situation as a typical monopolistic behavior [1] - The real estate market's core issue over the past two years has been the significant increase in second-hand housing supply, which has recently begun to reverse, with a continuous decline in listings and a narrowing of price drops [1] Group 2 - Li Bei predicts that the real estate market may reach its bottom within the next two quarters, based on various evidence [1] - Looking ahead, Li Bei anticipates a ten-year upward cycle for the market, although the industry scale is not expected to return to historical highs, and price increases will be modest over the next three years [2] - Despite the overall modest price growth, certain related companies are expected to experience significant increases [2]
李蓓:房地产市场很有可能两个季度内会见底,房价涨幅3年内不会很大,若干相关公司涨幅会非常巨大
Jin Rong Jie·2026-01-23 06:58