房地产行业行业周报：一线城市均已取消非普宅认定

Investment Rating - The report maintains a "Positive" outlook on the real estate industry [5] Core Insights - The real estate sector index outperformed both the CSI 300 index and the ChiNext index, with a relative return of 1.8% compared to the CSI 300 index, which closed at 3865.70 with a weekly decline of 2.6% [5][20] - Major cities such as Beijing, Shanghai, Guangzhou, and Shenzhen have eliminated the distinction between ordinary and non-ordinary housing, which is expected to stimulate market confidence and demand [5][8] - New housing sales in 44 major cities increased by 8.4% week-on-week, while second-hand housing sales decreased by 5.8% [6][27] Market Performance Review - The real estate sector index closed at 2320.59 with a weekly decline of 0.8%, while the CSI 300 index and ChiNext index saw declines of 2.6% and 3.0%, respectively [20][21] - The average premium rate for land transactions in 36 major cities decreased to 2.1%, down by 2.4% from the previous week [56] Policy Developments - Recent policies include tax incentives related to the cancellation of ordinary and non-ordinary housing standards, which will reduce costs for homebuyers and potentially boost demand [8][62] - Various local governments have introduced measures such as home purchase subsidies and adjustments to housing fund policies to support families with multiple children [23][26] Company Announcements - Key companies such as Guangming Real Estate and Shenzhen Properties A have issued announcements regarding guarantees and financing [7][61]