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Chinas Real Estate: Sinitic Stabilisation, Supply Subdual, Sine Qua Non
China sets a 2026 real estate stabilisation plan that curbs new supply in specific cities while accelerating sales or allocation of existing homes. Officials encourage purchases of unsold commercial housing for affordable housing, aiming to cut inventory plus improve access. The strategy expands the “white list” mechanism to support project completion & help developers pivot from presales toward long-term property services.
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