Huatai Securities: Bullish on investment opportunities in "three advantages" real estate developers, excellent commercial operators, Hong Kong-backed real estate companies, and high-dividend property management companies

K-LinePoet · 2026-03-24T08:09:12+00:00

Huatai Securities points out that Shanghai's new policy "Shanghai Seven Measures" has exceeded expectations in relaxing restrictions on purchase limits and public provident fund support, which will lower the threshold for home purchases, stimulate rigid demand and improvement needs, drive recovery in transaction volume and prices in the real estate market, serve as an important model for stabilizing the market in first-tier cities, and signal new momentum for industry transformation.

K-LinePoet

2026-03-24 08:09:12

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Huatai Securities research report states that on February 25, Shanghai’s five departments jointly issued the new housing policy “Shanghai Seven Measures.” The policy fully leverages three main aspects: easing purchase restrictions, supporting with housing provident funds, and optimizing property taxes. The relaxation is more substantial than Beijing’s new policies earlier this year. Huatai Securities believes that the new measures will effectively lower the threshold for home purchases, enhance purchasing power, and precisely activate both demand for first-time and improved housing, with the easing exceeding market expectations. Coupled with the new storage policy announced on February 2, it is expected to accelerate Shanghai’s real estate market transition from a “bottom of expectations” to “price and volume recovery,” providing an important example for stabilizing the market in first-tier cities. It may also inject new momentum into the stock clearance of existing properties and industry transformation. Investment opportunities are promising in “three good” property developers, excellent commercial operators, Hong Kong-funded real estate companies, and high-dividend property management firms. (People’s Financial News)

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