近日，知名经济学家马光远在多个场合强调，当前中国房地产市场面临严峻挑战，亟需政府下定决心、出台强有力的政策措施以稳定市场预期。他认为，房地产不仅关乎经济增长，更直接影响居民财富、地方财政和金融系统安全。若继续观望或仅采取零散措施，可能错失稳住市场的关键窗口期。马光远建议，应从供需两端同时发力：一方面优化限购、限贷等调控政策，支持刚需和改善性住房需求；另一方面推动房企债务重组、加快保障性住房建设，并通过财税改革缓解地方政府对土地财政的依赖。他特别指出，稳定房地产不是重回“刺激老路”，而是通过制度性改革重建市场信心，实现行业长期健康发展。这一观点引发广泛关注，被视为对当前房地产政策走向的重要参考。
Recently, renowned economist Ma Guangyuan has repeatedly emphasized that China’s real estate market is facing serious challenges and urgently needs decisive, robust policy measures from the government to stabilize market expectations. He argues that real estate affects not only economic growth but also household wealth, local government finances, and financial system stability. Delaying action or relying on piecemeal measures could cause policymakers to miss a critical window for stabilizing the sector. Ma proposes coordinated efforts on both supply and demand sides: easing home purchase restrictions and mortgage limits to support genuine and upgrade housing demand, while simultaneously facilitating debt restructuring for developers, accelerating the construction of affordable housing, and implementing fiscal and tax reforms to reduce local governments’ reliance on land-based revenues. He stresses that stabilizing the real estate market does not mean reverting to old stimulus approaches, but rather rebuilding market confidence through institutional reforms to ensure the industry’s long-term, healthy development. His remarks have drawn widespread attention and are seen as an important reference for the future direction of China’s real estate policies.
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