中金表示，在当前房地产销售与投资双弱的大背景下，本次会议关于房地产领域的积极表述具有较强的信号意义，有助于提振市场信心。预计未来将有更多细节政策出台推动构建房地产发展新模式。克而瑞则认为，包括一线城市在内6城限购调整和取消，优化存量和提高质量的地方新规将加快出台，广州是一线城市中最有可能率先全面放开限购的城市。Mainland real estate stocks continued their recent strong performance, with Sunac (00884) up 15.38% to 0.375 Hong Kong dollars; Sino-Ocean GP (03377) up 13.17% to 0.275 Hong Kong dollars; China Vanke (01918) up 11.11% to 1.7 Hong Kong dollars; China Vanke (02202) up 8.2% to 6.2 Hong Kong dollars.
According to the Securities Times APP, mainland real estate stocks continued their recent strong performance, with Sunac (00884) up 15.38% to 0.375 Hong Kong dollars; Sino-Ocean GP (03377) up 13.17% to 0.275 Hong Kong dollars; China Vanke (01918) up 11.11% to 1.7 Hong Kong dollars; China Vanke (02202) up 8.2% to 6.2 Hong Kong dollars.
On the news front, the meeting of the Political Bureau of the CPC Central Committee on September 26 emphasized the need to promote the stabilization of the real estate market, strictly control the increase of new commodity housing, optimize the existing stock, improve quality, increase the intensity of loans for 'white list' projects, and support the activation of idle existing land. In response to public concerns, adjust the housing purchase restriction policies, lower interest rates on existing housing loans, and promptly improve policies related to land, finance, and taxation to promote the establishment of a new model for real estate development.
CICC stated that in the current background of weak real estate sales and investment, the positive statements regarding the real estate sector at this meeting have strong signaling significance, which helps boost market confidence. It is expected that more detailed policies will be introduced in the future to promote the establishment of a new model for real estate development. Keizairei believes that local new regulations, including adjustments and cancellations of housing purchase restrictions in 6 cities including first-tier cities, as well as measures to optimize existing stock and improve quality, will be implemented more rapidly. Guangzhou is considered the city most likely among first-tier cities to completely lift restrictions on housing purchases.
It is worth noting that Pan Gongsheng, Governor of the People's Bank of China, announced at a State Council Information Office press conference on September 24 that the interest rates on existing housing loans will be reduced and the minimum down payment ratio for housing loans will be unified, guiding commercial banks to lower existing housing loan rates to levels near those of new mortgage rates. Several internal sources from banks revealed that banks are currently awaiting specific implementation details from financial regulatory authorities and conducting equipment tests. Some bank officials anticipate that the adjustment of existing housing loan rates will be implemented as early as after the National Day holiday.
