中国地产：政策预期的 “踏空焦虑”—— 销售与政策的双向辩论-China_Property_Fear_of_Missing_Out_A_Two-Way_Debate_on_Policy_Expectation__Sales

Vi e w p o i n t | 30 Jan 2026 01:08:59 ET │ 14 pages China Property Two-way debate on policy easing expectation & fundamental sales & prices — The market in Jan has proven that our view on the physical property market is too skeptical. Sector share price gains in Jan reflected positive expectations after messages in an article in CPC official publication, Qiushi Journal (1 Jan), easing policy (incl. VAT cut; commercial property downpayment), local policy easing (NJ, BJ, SH, etc), eased "three red lines" an ...