“I used to say that the real estate opportunity was once every ten years, but now it's once every twenty years.” Recently, Li Bei, founder of Banxia Investment, said that the new real estate housing policy has had a large and short-term negative impact on real estate stock prices, but the level of real estate opportunities has actually increased, and the subsequent real estate stock bull market will continue for a longer period of time, and the height can also be seen as higher. According to her, under the influence of the new real estate regulations: in the next 1-2 years, the industry will be cleared more thoroughly, and more companies will continue to exit; in the long run, the entry threshold for the industry will rise, and the gap between enterprises will widen. A few leading real estate companies with both product power and financing advantages may instead become beneficiaries under the new rules. The stock price increase of some companies is expected to reach 5-10 times in the next few years.

“I used to say that the real estate opportunity was once every ten years, but now it's once every twenty years.” Recently, Li Bei, founder of Banxia Investment, said that the new real estate housing policy has had a large and short-term negative impact on real estate stock prices, but the level of real estate opportunities has actually increased, and the subsequent real estate stock bull market will continue for a longer period of time, and the height can also be seen as higher. According to her, under the influence of the new real estate regulations: in the next 1-2 years, the industry will be cleared more thoroughly, and more companies will continue to exit; in the long run, the entry threshold for the industry will rise, and the gap between enterprises will widen. A few leading real estate companies with both product power and financing advantages may instead become beneficiaries under the new rules. The stock price increase of some companies is expected to reach 5-10 times in the next few years.