多地发力购房补贴!
证券时报·2025-12-02 14:00

Core Viewpoint - Increasing housing subsidies in various cities aim to stimulate housing demand and promote a stable real estate market [1][2][3] Group 1: Housing Subsidy Policies - Nanning has introduced several housing subsidy policies, including a 20,000 yuan subsidy for newlyweds purchasing new homes between January 1, 2025, and December 31, 2026 [1] - Families with multiple children can receive subsidies of 30,000 yuan for a second child and 60,000 yuan for a third child when purchasing new homes during the same period [1] - A "trade-in" subsidy of 10,000 yuan is available for individuals selling their own homes to buy new ones or vice versa from December 1, 2025, to March 31, 2026 [2] Group 2: Market Reactions and Implications - The subsidies are viewed as a form of indirect price reduction, potentially stimulating hesitant buyers to make purchases [2] - The effectiveness of these subsidies may be limited to short-term and localized impacts, with long-term market stability relying on deeper factors such as price stabilization and improved supply-demand relationships [2] - Various cities, including Ordos and Hangzhou, have also implemented housing subsidy plans, with around 100 cities increasing their subsidy efforts this year [2] Group 3: Market Outlook - According to the China Index Academy, substantial subsidies can lower purchasing costs and release demand from eligible buyers [3] - The real estate market is expected to focus on stabilizing prices and optimizing purchasing policies as the year-end approaches, with increased promotional efforts from real estate companies [3]