recent meeting of the Political Bureau, it was proposed that "next year, we should insist on seeking progress while maintaining stability, promoting stability through progress, establishing first and then breaking through".
How to understand "first establish and then break"? What is the impact of the tone of "first stand and then break" on the real estate industry? What is the impact on the cement market?
"First establish and then break" means that in economic development, we should first promote economic growth by strengthening stable policies and measures, and then solve some structural problems and contradictions. The background of this measure is that China's economy is facing some internal and external pressures, and needs to stabilize economic growth and solve some accumulated problems.
"First establish and then break" has important guiding significance for the related fields of the real estate industry. Promoting the smooth and healthy operation of the market is an important prerequisite for the follow-up series of reforms and innovations in the real estate sector, which means that the government will continue to adopt policies to stabilize the real estate market.
At present, the new model of real estate development has made some progress, such as strengthening the construction of affordable housing and the transformation of villages in cities, in order to promote the exploration of the transformation to the new model, but this process is also long and tortuous, which requires the joint efforts of all parties.
For the cement market, the construction of affordable housing and the transformation of villages in cities will provide stable demand for cement in the future. Under the keynote of "building first and breaking later", the government's support for infrastructure construction will continue to increase, thus driving the growth of cement demand. In addition, the government may also strengthen supervision on issues such as environmental protection and overcapacity to ensure the healthy development of the cement industry.