① Shanghai issued a notice on policies and measures to optimize the stable and healthy development of the city's real estate market. The “Notice” clearly adjusts and optimizes housing purchase restriction policies. ② Qi Dong of Open Source Securities believes that the signal for the central government to stabilize real estate is clear. Future real estate policies will continue to be relaxed, and there is still room to release demand for home purchases. Continue to be optimistic about strong credit real estate enterprises with high investment intensity, excellent layout area, and market-based mechanisms.
Shanghai issued a notice on policies and measures to optimize the stable and healthy development of the city's real estate market. The “Notice” clearly adjusts and optimizes housing purchase restriction policies. The first is to optimize housing purchase conditions for non-Shanghai residents. Shorten the period for non-registered households and single people to pay social insurance or personal income tax when buying a home, and expand the area for buying a home. The second is to adjust the caliber of relevant policies. Lift restrictions on divorce purchases, adjust housing gift regulations, and support enterprises to buy small-sized second-hand housing for employees to rent. The “Notice” will come into effect on May 28, 2024.
According to incomplete statistics from public data, 10 companies including Guangdong, Hubei, Guangxi, Shanxi, Shaanxi, and Hebei have announced that they will abolish the lower interest rate policy limits for commercial personal housing loans for the first home and second housing units under their jurisdiction, and at the same time uniformly adjust the minimum down payment ratio for commercial personal housing loans for the first and second housing units to no less than 15% or 25%. Qi Dong of Open Source Securities believes that the current signal for the central government to stabilize real estate is clear. In the future, real estate policies will continue to be relaxed, and there is still room to release demand for home purchases. Continue to be optimistic about strong credit real estate enterprises with high investment intensity, excellent layout area, and market-based mechanisms.
According to the Finance Federation's theme library, among the relevant listed companies:
Vanke A adheres to the path of equal emphasis on real estate development+operation+service. Currently, the company has the most comprehensive real estate track layout in the industry, and the company has participated in various types of project practices such as old city renovation and old neighborhood renovation in many cities across the country.
Adhering to the “residential+commercial” two-wheel drive operation model, with Shanghai as the center and the Yangtze River Delta as the ****ncheng Holdings has now basically completed the layout of key urban agglomerations and key cities across the country.