On October 2nd, Hong Kong property stocks declined broadly, with SINO-OCEAN GP and Longfor Group falling over 3%, while Sunac China and C&D International Group dropped nearly 3%. Shimao Group, Ronshine China, and Logan Group declined over 2%.

Southwest Securities released a research report stating that on September 22nd, Li Yunze, Director of the National Financial Regulatory Administration, revealed at a State Council Information Office press conference that "white list" project loans under the urban real estate financing coordination mechanism have exceeded 7 trillion yuan, supporting the construction and delivery of nearly 20 million housing units. Pan Gongsheng, Governor of the People's Bank of China, disclosed at the press conference that to resolve real estate risks during the 14th Five-Year Plan period, financial support for real estate risk resolution included optimizing and adjusting down payment ratios, mortgage rates, and various other policies, while reducing existing mortgage rates, saving approximately 300 billion yuan in annual interest payments for over 50 million households.

Southwest Securities believes that the industry is experiencing phased stabilization, with accommodative policies expected to continue being released, favoring high-quality real estate companies with stable operations.