花旗研报指出,虽然内地12月中央政治局会议未提及房地产行业,但中央经济工作会议透露了一些房地产相关细节,包括积极稳妥化解重点领域的风险;着力稳定房地产市场,因城施策控增量、去库存、优供给,并鼓励收购存量房用于保障性住房等。对于房地产领域,花旗认为,内地今年12月的政策意向较4月及7月更强,但相较去年12月中经会的决断性略显不足,并认为今年第四季新一轮需求侧地方刺激措施(包括购房补贴或楼按利息补贴)...
Source Link花旗研报指出,虽然内地12月中央政治局会议未提及房地产行业,但中央经济工作会议透露了一些房地产相关细节,包括积极稳妥化解重点领域的风险;着力稳定房地产市场,因城施策控增量、去库存、优供给,并鼓励收购存量房用于保障性住房等。对于房地产领域,花旗认为,内地今年12月的政策意向较4月及7月更强,但相较去年12月中经会的决断性略显不足,并认为今年第四季新一轮需求侧地方刺激措施(包括购房补贴或楼按利息补贴)...
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