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after the political bureau of the cpc central committee issued a signal to "stop falling and stabilize" the real estate market, market feedback was strong and industry expectations underwent important adjustments.

on september 27, the real estate sector continued the hot market trend of the previous trading day.

as of the close of the day, the wind real estate industry index showed that the a-share real estate sector rose 6.87%, with 100 stocks rising and 3 stocks falling. among them, the bidding of special development services, rongsheng development, sunshine shares, shenzhen zhenye a, cinda real estate, chengtou holdings, financial street, oct a and hefei urban construction reached the limit.

at the same time, more than 20 stocks, including vanke a, greenland holdings, xincheng holdings, poly development and gemdale group, reached their daily limit.

h-share gains also reached 174 stocks, 31 stocks rose by more than 10%, and kaisa group rose by more than 76%.

with the rapid rise of various sectors, the shanghai composite index closed at 3087.53. due to the hot trading, some brokerage clients even experienced transaction delays.

“the real estate market is indeed more confident”

"daily economic news" reporters noticed that in this round of rising prices, individual stocks are also ushering in "spring."

hefei urban construction (sz002208, stock price 6.69 yuan, market value 5.374 billion yuan), the first listed real estate company in anhui province, closed three daily limits in a row from september 25th to 27th.

on the evening of september 24, hefei urban construction announced that it would resume trading on september 25. it planned to issue shares to purchase 100% of the equity of anhui public resources trading group co., ltd. held by the controlling shareholder. it planned to optimize the development model of the company's single main real estate business through the transaction and transfer the main business to the company. the operating business will extend upstream to the field of transaction services.

the announcement shows that anhui public resources trading group was established in october 2025. its main business is bidding agency business, bidding value-added services, property rights transaction services and other businesses. the business area is mainly concentrated in anhui province. its profit model is mainly to provide customers with professional services such as bidding agency, value-added services, and property rights transaction services to obtain income and profits. the company's controlling shareholder is hefei xingtai financial holdings (group) co., ltd., a subsidiary of hefei state-owned assets supervision and administration commission.

hefei urban construction said that the company has a lot of procurement needs in the process of developing its main business. the trading group can form good coordination with listed companies, optimize the supply chain management capabilities of listed companies, and improve refined cost management and control capabilities.

according to the company's semi-annual report, in the first half of the year, hefei urban construction achieved total operating income of 1.354 billion yuan, a year-on-year decrease of 54.53%; net profit was 14 million yuan, a year-on-year decrease of 91.61%; net cash flow from operating activities showed negative growth, falling from 1.82 billion yuan to -523 million yuan.

yan yuejin, deputy director of shanghai e-house research institute, said that from market observations, currently, the expected end of the real estate market is continuing to improve and boost, and discussions about the property market have increased significantly, and this is accompanied by the surge in the stock market. discuss. the stock has returned its original investment or has gained back a lot in the near future, and the market excitement has increased.

"confidence in the real estate market is indeed quite strong, but it lags slightly behind the stock market, and there is a trend of continued fermentation and improvement."

some real estate companies take the lead in promising to "guarantee price"

in terms of land auctions, according to a previous report by "daily economic news", september 26 coincided with the second residential land sale in shenzhen this year. the rules of land auctions returned to "the one with the highest price gets it", and real estate companies were highly motivated to participate in the auctions.

during the sale of land parcel a001-0219, xin'an street, bao'an district, nine real estate companies including china overseas real estate, china resources land, china merchants shekou, poly real estate, greentown china, and oct competed fiercely.

in the end, after more than 80 rounds of bidding, the land was won by poly real estate for a total price of 2.82 billion yuan. the transaction price was 52,222 yuan/square meter, with a premium rate of 35.58%. it became the first project in shenzhen in recent years based on the "highest bidder wins" "principle determines the residential land of the winner.

on september 27, two residential lots totaling approximately 77.87 acres in chengdu’s central urban area were successfully sold, with a total transaction value of 1.315 billion yuan.

among them, the 37.14-acre plot of land located in the luhu section of tianfu new district received the market's focus before the auction started. 10 real estate companies including wanhua real estate, greentown china, and china merchants shekou participated in the auction. after more than 100 rounds of bidding, the land was finally won by rundafeng binjiang with a total price of 902 million yuan and a floor price of 24,300 yuan/square meter. the premium rate reached 86.90%, setting a new record for tianfu new district’s building price of 17,900 yuan/square meter last year. price record.

there are also new phenomena in sales.

on september 26, several urban projects under poly development announced "price guarantee plans." for example, the wenzhou poly tianjun project announced that "if similar houses (residential only) are sold online at a later stage, the sales discount is lower than the buyer's existing discount (compared to the registered price). ), or any form of disguised discounts such as additional property fees, parking spaces, home decoration packages, etc., and you can check out without any reason (interest on the house payment is not included)."

the project also promises that the longest price guarantee will be until full delivery, and the longest period will last until delivery in the second half of 2026.

not only in wenzhou, relevant commitments are also simultaneously launched in projects such as guangdong poly, sichuan poly, xi'an poly, jinan poly, etc. for example, xi'an poly is "buy expensive and enjoy worry-free exchange; trade in the old and save up to 100,000 yuan." sichuan poly's more than 20 projects for sale "guaranteed prices until next year, so you can buy a good house without any worries, trade high prices for low prices, and save the money."

yan yuejin said that poly’s first shot at guaranteed prices is very consistent with the politburo meeting’s guidance of “promoting the real estate market to stop falling and stabilize”. real estate companies have taken very timely actions to ensure that buyers will not experience a drop in house prices when purchasing houses, and they have a close grip on the heartstrings of home buyers, which reflects the real estate companies' expectations for stable house prices. in the future, under the framework of "stopping the decline and stabilizing", actions to protect housing prices in various regions will increase to better promote market activity. in turn, an active market will also promote price stability.

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