中国房地产_新一轮政策刺激或对房地产市场和消费均产生积极影响-China Property_ Potential new round of policy stimulus would be positive on both housing market and consumption

21 November 2025 | 3:01PM CST Equity Research CHINA PROPERTY Potential new round of policy stimulus would be positive on both housing market and consumption On Nov 20, Bloomberg reported that China's policymakers are considering more property market stimulus in the form of mortgage interest subsidies, income-tax rebates for mortgage holders and tax rebates for property transactions. While we do not take a view on the news report and will look for any official government announcement and further details, we ...