Jinwu Financial News | Dahua Jixian issued a research report indicating that the Political Bureau of China made clear at its meeting on the 9th that it will implement a moderately loose mmf policy in 2025, marking the first easing of policy stance since 2012. The bank stated that this stance may signal the introduction of more supportive policies in the future, which will have a positive impact on the real estate market.

The bank continued to point out that although it will take time for buyer confidence to recover, the lower expected LPR, the establishment of performance indicators for local governments, and the central government's support for destocking through ​bonds are all crucial for stabilizing the market. Moreover, the atmosphere in the land market has improved in November, with many private developers re-engaging in land bidding, reflecting an improvement in the investment climate.

The bank maintains a "shareholding" rating for the domestic property market and expects more policy support to be introduced. It continues to give a "buy" rating to china res land (01109), china overseas (00688), and longfor group (00960), with target prices of HKD 32.4, HKD 18.6, and HKD 17.2 respectively, where longfor and china overseas are preferred stocks among private and state-owned developers.