Huatai Securities: Real Estate Market Poised for 'Stabilization After Decline'; Recommends Three Categories of Stocks
2025-08-26 / Read about 0 minute
Author:小编   

Since August, Beijing and Shanghai have successively rolled out new real estate policies, and with the gradual rebound of the capital market, the real estate sector is anticipated to swiftly transition into a phase of 'stabilization following a decline'. Notably, the pace of market recovery in Tier 1 cities appears particularly promising. Against this backdrop, we strongly recommend focusing on real estate developers that exhibit the characteristics of 'good credit, prime locations, and high-quality products'. Additionally, leading property management companies that offer stable dividends and robust performance are also favorable investments. Concurrently, local real estate stocks benefiting from the rationale of Hong Kong asset revaluation deserve close attention.