realestatemarket

Huatai Securities’ latest view: Real estate stocks may be shifting toward a “medium-term thesis”! The market broadly viewed the Aug. 28 policy package as negative, but Huatai believes that shrinking supply, together with a “supply at or above rental demand” dynamic, is creating conditions for housing prices to stabilize. The market has already priced in much of the impact, and the effects of detailed policies are expected to gradually fade. By 2027, national real estate transaction volumes could reach a new level, more cities’ housing prices could bottom out, and developers adapting to the new model could enter a new cycle.

#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