利好突袭！刚刚，直线涨停！

Core Viewpoint - The article highlights a sudden surge in A-share and Hong Kong real estate stocks driven by favorable policy expectations from the Central Urban Work Conference held on July 14-15, which emphasizes the construction of livable cities and a new model for real estate development [2][7]. Group 1: Market Reaction - On July 15, A-share real estate and new urbanization concept stocks collectively surged, with companies like Tianbao Infrastructure and Chongqing Development hitting the daily limit [5]. - The Hong Kong real estate sector also saw significant gains, with Midea Real Estate initially soaring over 60% before closing with a 16% increase [6]. Group 2: Policy Insights - The Central Urban Work Conference outlined a shift in urban development from rapid growth to stable development, focusing on improving existing urban structures rather than expanding [7]. - Key tasks from the conference include optimizing modern urban systems, fostering innovative cities, creating comfortable living environments, and promoting green and resilient urban development [8][9][10]. Group 3: Real Estate Market Trends - Recent data indicates that the overall real estate market is stabilizing, with a narrowing decline in new home prices across major cities [12]. - The National Bureau of Statistics reported that the sales area and prices of real estate are still declining year-on-year, but the trend towards stabilization is evident [13]. - Analysts suggest that 2025 will be a pivotal year for the real estate sector, with a focus on high-quality housing and stable cash flow for leading real estate companies [14].