中国房地产- 官方对楼市的叙事是否出现转向-China Property-Is this a shift in official housing market narrative

Asia Pacific Equity Research 04 January 2026 China Property Is this a shift in official housing market narrative? The latest commentary (full article) from Qiushi ("求是"杂志), which is the official magazine of the CCP, raises investors' hopes that there may finally be a shift in the official narrative/tone for the housing market in 2026 (after a lack of any meaningful policy in 2025). In particular, the commentary calls for policies to be "introduced sufficiently all at once, not in a piecemeal manner" (政策要一次 ...