华泰证券最新观点：地产股可能正在转向"中期逻辑"！市场普遍把8·28新政看作利空，但华泰认为，供给收缩加上"供平过租"结构正在为房价企稳创造条件。市场反应已经比较充分，未来细则影响会逐渐减弱。预计2027年全国房地产成交量有望上新台阶，更多城市房价筑底，适应新模式的房企将迎来新周期。
#RealEstateMarket #MarketAnalysis
Huatai Securities just dropped some tea: real estate stocks might be entering a "medium-term logic" phase! While the market saw the Aug 28th policy as bad news, Huatai thinks supply contraction plus the "supply-balance-rent" structure is actually setting the stage for housing price stabilization. Market reactions have been pretty comprehensive, and future detailed impacts will fade. By 2027, national real estate trading volume could hit new highs, with more cities seeing bottoming prices, and firms adapting to the new model welcoming a fresh cycle.
#MarketInsights #RealEstate $BTC
#RealEstateMarket #MarketAnalysis
Huatai Securities just dropped some tea: real estate stocks might be entering a "medium-term logic" phase! While the market saw the Aug 28th policy as bad news, Huatai thinks supply contraction plus the "supply-balance-rent" structure is actually setting the stage for housing price stabilization. Market reactions have been pretty comprehensive, and future detailed impacts will fade. By 2027, national real estate trading volume could hit new highs, with more cities seeing bottoming prices, and firms adapting to the new model welcoming a fresh cycle.
#MarketInsights #RealEstate $BTC