（原标题：韩国经济副总理：经济复苏势头良好将推进资本市场与房地产政策改革） 据韩国《纽西斯》1月29日报道，韩国经济副总理兼财政经济部长具允哲当日在采访中总结了政府 过去8个月的经济工作成果，并阐述了未来政策方向。他指出，去年政府成立初期虽面临一季度经济负 增长等困难局面，但通过稳定心理、追加预算等措施，使经济增速从上半年的0.3%大幅升至下半年的 1.7%，并实现了2025年全年1%的增长，出口额突破7000亿美元，股市也创下历史新高。得益于半导体 行业快速复苏，2026年经济增长率有望达到2%。他同时也坦承，由于资产差距扩大、企业两极分化、 青年就业疲软等问题，普通民众的"体感经济"复苏仍然滞后，政府将着力出台更具包容性的政策。在政 策方面，政府将推进资本市场"胡萝卜加大棒"改革，一方面提高退市门槛清退不良企业，另一方面扩大 技术企业上市支持，推动市场先进化。关于房地产政策，明确将结束多套住房转让税优惠措施，并表示 将就强化财产保有税广泛听取民意，以改善资源分配结构并减轻政策执行过程中的社会负担。 ...

Group 1 - The core viewpoint emphasizes the importance of stabilizing the real estate market, which has become the primary focus of policy discussions, indicating a clear and sustained commitment to prevent fluctuations in the market [1][2] - Supply-side issues and housing security have emerged as the second key focus, with policies aimed at controlling new land supply and promoting the acquisition of existing properties for affordable housing, suggesting a shift towards utilizing existing stock rather than new construction [2][3] - Demand-side support is highlighted as the third key focus, with reforms in the housing provident fund system and initiatives to stimulate housing demand, although there is a noted absence of previous mentions of urban village and dilapidated housing renovations [2][3] Group 2 - The development model has been identified as the fourth key focus, with an acceleration in the construction of a new real estate development model, indicating a transition from exploration to deeper implementation of policies aimed at optimizing supply and stabilizing demand [3]

Market Overview - The real estate market in China is experiencing a significant downturn, with new residential prices in 70 major cities decreasing by 0.45% and second-hand home prices dropping by 0.66%, marking the largest declines of the year [3] - Despite various stimulus policies implemented by the government, including mortgage subsidies and tax rebates, the transaction volume has decreased by 28.1% compared to the same period last year, reaching the lowest level since 2017 [3][5] Underlying Issues - The core issue affecting the market is a lack of confidence among buyers, rather than just pricing. Even with reduced mortgage costs and tax incentives, buyers are hesitant to enter the market due to fears that prices have not yet bottomed out [7] - The real estate sector, which previously served as a key driver of the economy, is now facing a "housing winter," leading to a broader wealth contraction effect that suppresses consumer demand [7] Policy Challenges - Traditional policy tools appear to be ineffective in addressing the current market challenges, as they inadvertently harm genuine housing demand while attempting to curb speculation [11] - The market is showing signs of significant differentiation, with some areas experiencing price increases while others see declines, complicating the implementation of uniform macroeconomic policies [11] Future Outlook - By 2026, the approach to real estate policy may shift from merely stimulating demand to more comprehensive solutions, including restrictions on institutional investors and increased housing supply [13][15] - New financing models are emerging to address affordability challenges, indicating a potential shift in focus towards sustainable housing solutions [15] Buyer Strategies - In the evolving market landscape, buyers are advised to adopt new strategies, focusing on local market trends and being flexible in their long-term planning [17] - The concept of housing may need to transition from an investment vehicle to a primary residence, emphasizing its role as a home rather than merely an asset [17]