Zhongtai Securities: Policy Support Anticipated to Fuel Continued Valuation Recovery in Real Estate Sector
2025-04-09 / Read about 0 minute
Author:小编   

A research report by Zhongtai Securities highlights that the land market exhibited a pattern of declining volumes but rising prices in the first quarter of 2025. Despite a year-over-year decrease in newly launched construction areas, the year-over-year growth rate of land transfer fees has turned positive, and the premium rate has witnessed a notable rebound. The performance of the land market across cities is divergent, indicative of a K-shaped recovery. Presently, both real estate sales and the land market are on the mend, amid the most relaxed policy environment in recent years. It is anticipated that the sector's valuation will continue to recover, driven by these supportive policies. Investors are advised to focus on leading real estate enterprises characterized by stable performance and high safety standards.