Chinese Property Support Hopes Rise Before Two Sessions Meeting
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Real Estate Projects in Yantai, Shandong, china on January 5, 2026.
Cfoto | Future publishing | Getty Images
BEIJING – Chinese policymakers may be finally warming to the idea of tackling the country’s worsening real estate slump, raising expectations that stronger support measures could be coming later this year.
The Communist Party’s official journal Qiushi, which means “seeking truth,” kicked off 2026 with a Jan. 1 article calling for “more powerful and precise measures” to stabilize property market expectations.
Since then, the Hang Seng China A Properties Index,which includes developers Vanke and Seazen, has climbed more than 6% to start the year, reflecting growing investor optimism.
The Qiushi commentary was notable for its scope, said Ting Lu, chief China economist at Nomura.
“This is the most thorough assessment of China’s property markets published in Qiushi since the sector’s collapse in mid-2021,” Ting said in a report earlier this week.”Its importance should not be overlooked.”
Public Chinese official commentary, such as Qiushi articles, is closely watched because it often signals internal policy debates and potential shifts in official thinking before decisions are announced.
The article appeared ahead of China’s annual parliamentary meeting in March, when top leaders gather to set policy goals for the year ahead. This year, the meeting will also release full details on its next five-year development plan.
“Beijing cannot afford to let its property sector slide indefinitely, and much more decisive action is needed to truly stabilize the property sector and the overall economy,” Lu said.
“Given rising trade tensions and the likely unsustainable strength in the export sector, Beijing might eventually be compelled to ramp up its policy measures considerably.”