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According to the Huatai Securities Research Report, on December 24, the Beijing Housing and Construction Commission, the Development and Reform Commission and other departments jointly issued the “Notice on Further Optimizing and Adjusting the City's Real Estate Related Policies” to optimize purchase restriction policies, commercial loans and provident fund policies. Beijing's new real estate policy is expected to accelerate the stabilization process of the local market and boost policy expectations between Shanghai and Shenzhen. Currently in the policy window period, it is recommended to focus on real estate stocks around the following four main lines. The main recommendations are: 1. “Three good” real estate stocks with “good credit, good city, and good products”; 2. Housing enterprises that rely on operating ability to grasp the lifeline of cash flow in market adjustments; 3. Local Hong Kong real estate enterprises benefiting from the recovery of the Hong Kong market; 4. Property management enterprises benefiting from steady cash flow and dividend advantages.

智通財經·12/26/2025 00:09:03
語音播報
According to the Huatai Securities Research Report, on December 24, the Beijing Housing and Construction Commission, the Development and Reform Commission and other departments jointly issued the “Notice on Further Optimizing and Adjusting the City's Real Estate Related Policies” to optimize purchase restriction policies, commercial loans and provident fund policies. Beijing's new real estate policy is expected to accelerate the stabilization process of the local market and boost policy expectations between Shanghai and Shenzhen. Currently in the policy window period, it is recommended to focus on real estate stocks around the following four main lines. The main recommendations are: 1. “Three good” real estate stocks with “good credit, good city, and good products”; 2. Housing enterprises that rely on operating ability to grasp the lifeline of cash flow in market adjustments; 3. Local Hong Kong real estate enterprises benefiting from the recovery of the Hong Kong market; 4. Property management enterprises benefiting from steady cash flow and dividend advantages.