China International Capital Corporation has released a research report interpreting the Politburo meeting. The report stated that in the field of real estate, the meeting emphasized the need to promote the stabilization and recovery of the real estate market, the signal significance is clear. Against the backdrop of weak real estate sales and investments, the positive statements in this meeting regarding the real estate sector have strong signal significance, helping to boost market confidence.

"For commodity housing construction, it is necessary to strictly control the increment, optimize the stock, improve quality, increase the intensity of loans for 'white list' projects, support the revitalization of idle land stocks." From the supply perspective, easing the current supply-demand contradictions in the real estate sector, strict control of increment helps to reduce supply and accelerate the destocking of real estate. Increasing the intensity of loans for 'white list' projects helps to alleviate liquidity issues for real estate developers and further promotes the advancement of the 'keep housing for living without speculation' policy. "To respond to public concerns, adjust housing purchase restrictions, lower interest rates on existing housing loans, accelerate the improvement of land, finance, tax, and other policies, and promote the establishment of a new model for real estate development."

On September 24, the State Council held a press conference mentioning the reduction of interest rates on existing housing loans and the standardization of the minimum down payment ratio for housing loans. The expected reduction in interest rates on existing housing loans could save residents 150 billion yuan in interest payments annually, effectively easing the pressure on residents for interest payments. China International Capital Corporation expects more detailed policies to be introduced in the future to promote the establishment of a new model for real estate development.