房地产行业：中央政治局会议点评：楼市目标从维稳走向促稳，政策有望持续积极有力

Investment Rating - The industry investment rating is "Positive" indicating an expected performance that is stronger than the market benchmark by more than 5% [2][11]. Core Viewpoints - The central government's policy focus is shifting from stabilizing the real estate market to promoting stability, with a clear intention to support the recovery of the real estate market [2][3]. - The report emphasizes the need for a dual approach of optimizing supply and stimulating demand to reverse the downward trend in housing prices [1][2]. - Increased loan support for "white list" projects and the revitalization of idle land are seen as crucial for improving the financial environment for real estate companies [1][2]. - Adjustments to housing purchase restrictions and mortgage rates are expected to enhance homebuyer sentiment and stabilize market expectations [2][3]. Summary by Sections Policy Insights - The meeting on September 26 highlighted the need to control the increase in new housing projects while optimizing existing stock and improving quality [1]. - The government aims to address the mismatch between supply and demand in the real estate market, indicating a more comprehensive policy approach involving finance, land, and taxation [2]. Financial Support - The report notes that increasing loan issuance for "white list" projects will enhance asset realization capabilities for real estate companies [1][2]. - The revitalization of idle land is expected to improve the asset structure of real estate firms and promote high-quality housing supply [1][2]. Market Outlook - The report suggests that the upcoming policies will be more proactive and sustained, with a focus on stabilizing the real estate market [2]. - The anticipated policies are expected to create investment opportunities within the real estate sector as both supply and demand sides receive positive policy support [2].