21社论丨促进供需匹配，推动地产市场健康发展

Core Viewpoint - The stable and healthy development of the real estate market fundamentally depends on the effective allocation of four resource elements: "people, houses, land, and money" [3]. Group 1: Housing Development Strategy - The "14th Five-Year Plan" period is a transitional phase for housing development, requiring a balance between stability, development, and transformation [1]. - The concept of "good houses" is central to the new development model, focusing on five key aspects: good standards, good design, good materials, good construction, and good maintenance, reflecting a full lifecycle approach [1][2]. - The Ministry of Housing and Urban-Rural Development (MOHURD) has emphasized the importance of establishing standards for good construction and maintenance, with a focus on safety management throughout the lifecycle of buildings [2]. Group 2: Market Dynamics and Policy Implications - The recent "9·26" policy measures aim to stabilize the market, but further efforts are needed to ensure a sustained recovery [3]. - A detailed analysis of supply and demand relationships within regions is essential to identify structural demand and achieve "people-house matching" [4]. - The approach should prioritize real demand rather than local government land sales or investment targets, shifting from an incremental to a stock-oriented mindset [4]. Group 3: Implementation and Standards - The MOHURD has initiated various competitions and evaluations to promote the standards for "good houses," with a focus on high-quality residential projects [1][2]. - The establishment of a comprehensive maintenance system, including property management and housing pension schemes, is underway to enhance service quality and efficiency [2].