2026 年 01 月 26 日 行业日报 中性/维持 房地产 房地产 太平洋房地产日报（20260126）：天津调整公积金贷款政策 走势比较 电话：18217681683 E-MAIL：daizh@tpyzq.com 分析师登记编号：S1190524110003 (20%) (10%) 0% 10% 20% 30% 25/1/21 25/4/4 25/6/16 25/8/28 25/11/9 26/1/21 子行业评级 | 和运营 | | | --- | --- | | 房 地 产 开 发 房地产服务 | 无评级 无评级 | 推荐公司及评级 相关研究报告 <<太平洋房地产日报（20260123）：湖 南将推城市更新三年行动>>--2026- 01-23 <<太平洋房地产日报（20260122）：杭 州 2026 年首宗宅地挂牌>>--2026- 01-22 <<太平洋房地产日报（20260121）：26 年南京首拍收金 15.38 亿元>>-- 2026-01-21 证券分析师：徐超 电话：18311057693 E-MAIL：xuchao@tpyzq.com 分析师登记编号：S1190521050001 ...

Core Viewpoint - The Nanjing Municipal Government has issued policies aimed at accelerating the cultivation of new productive forces to promote high-quality development, with a focus on exploring new models for real estate development [1] Group 1: Real Estate Development Policies - The government aims to effectively utilize national real estate support policies to meet various housing needs, including rigid and improved housing demands [1] - Existing inventory of commercial housing will be included in a housing voucher supermarket, promoting "citywide exchange" and "electronic housing vouchers" to address the needs of displaced residents [1] - The scope for withdrawing housing provident fund for monthly rent payments will be expanded, with a 20% increase in the withdrawal limit for families with multiple children who do not own housing in Nanjing [1] Group 2: Housing Provident Fund Adjustments - Homebuyers' parents and children who meet the withdrawal conditions can apply to withdraw housing provident fund for purchasing homes [1] - The maximum loan term for existing housing provident fund loans will be extended to 30 years [1]