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招商宏观:当前是房地产销售端政策进一步发力难得的窗口期

Investment Promotion Macro: Currently is a rare window period for real estate sales side policies to gain further strength

Breakings ·  May 21 14:46
According to the China Merchants Macro Research Report, the current real estate sales side policy may be a rare window period to further adjust. In a situation where supply is relatively stable, marginal improvement on the demand side can be driven by removing inventory. The acquisition of assets by a broad government department can effectively change the relationship between supply and demand in the real estate market. The expansion of government departments is also a successful experience in solving real estate issues overseas. Furthermore, inventory removal is a more market-based policy plan, and it is also a policy measure that the capital market has been looking forward to. As a result, removing inventory and returning to the real estate policy toolbox received a positive response from asset prices.

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