市场快讯：国新办房地产会议简析

Policy Initiatives - The government plans to implement 1 million sets of urban village and dilapidated housing renovations through monetary compensation, which will help absorb existing inventory of commercial housing[2] - The "white list" of real estate projects has approved loans totaling 2.23 trillion yuan, with plans to increase this to 4 trillion yuan by the end of 2024[2] - The Ministry of Finance aims to expand the scope of special bonds to support land acquisition and the purchase of existing commercial housing, which will help balance supply and demand in the land market[2] Financial Measures - Development and policy financial institutions will provide special loans, and local governments are allowed to issue special government bonds[2] - The central bank is working on allowing policy banks and commercial banks to issue loans to qualified enterprises for acquiring existing land from real estate companies, with necessary special relending support[2] - The meeting did not provide specific scales for the new policies, highlighting challenges in ensuring financing returns balance in the acquisition of existing commercial housing[2] Market Response - The overall performance of the stock and bond markets remained stable during the press conference, indicating limited immediate market reaction to the announcements[2]