Huatai Securities believes that real estate stocks are beginning to move towards a “medium-term logic.” The market generally sees the August 28 New Deal as a supply-side shortfall, while Huatai Securities believes that supply contraction and the formation of a structural “flat rent supply” are creating conditions for a wider range of housing price stabilization. The market's response to the August 28 policy has been relatively adequate, and the impact of future rules will gradually weaken. Huatai Securities believes that in 2027, the national real estate market turnover is expected to reach a new level, housing prices in more cities will bottom out, and housing enterprises adapting to the new model will usher in a new cycle.

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