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东吴证券:房地产行业迎来政策拐点 重视板块投资机遇

Soochow Securities: Real estate industry encounters policy turning point, emphasizes sector investment opportunities.

Breakings ·  08:16

Soochow Securities research report believes that the September Political Bureau meeting first mentioned "stabilizing property market and preventing prices from falling", marking an important policy turning point for the real estate industry. The government has fully recognized the significant supporting role of stabilizing the real estate market for the macroeconomy. Following the Political Bureau meeting, policies relaxing restrictions such as optimized home purchase restrictions in first-tier cities have been accelerated. Several important meetings of multiple ministries have also repeatedly mentioned the direction of real estate tax system reform, special debt issuance and storage optimization policies, conveying the government's determination at this stage to stabilize the real estate market. The current real estate market has undergone sufficient adjustments, and stabilizing the real estate market does not mean standing against new quality productivity. With policy determination complemented by cyclical patterns, the industry realizes the target of stabilization is worth looking forward to, indicating the importance of focusing on sector investment opportunities.

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