New Real Estate Positioning: This Summer May Also Be Li Bei's Best Summer?

English summary

### New Real Estate Positioning: This Summer May Also Be Li Bei's Best Summer? Time: 2026-07-31 11:57:49 Content: Li Bei has always firmly believed that the golden decade for real estate stocks is coming. Yesterday's Politburo meeting officially included stabilizing the real estate market into the category of "safety barrier." Unlike the previous focus on "economic risks," this raised it to the strategic height of overall national security, alongside local government debt and financial risks, with severe wording and unprecedented intensity. Let's review the phrasing of previous meetings at this level: In 2024, the key phrase was: digest existing commercial housing, purchase existing housing stock for affordable housing. In 2025, it was not mentioned at all. In 2026, its status was elevated, and the positioning of the property market has completely changed. The April meeting's original words were: strive to stabilize the real estate market. And on July 30, real estate was mentioned again: stabilize the real estate market, enhance capital market resilience, and implement a package of debt resolution plans. It is expected that new policies will be introduced to rescue the property market, and the likelihood of mortgage interest subsidy support is very high. ...