万科企业(02202)今日盘中大涨5.16%,引发市场关注。该股的强势表现是内房股整体走强的一部分。
据市场消息,4月17日盘初,内房股全线拉升。其中,富力地产涨幅接近9%,融创中国和世茂集团涨幅超过5%,新城发展和万科企业涨幅均超过3%。这波涨势显示出投资者对房地产行业前景的信心有所恢复。
华泰证券最新研报对内房行业持积极看法,为本轮涨势提供了有力支撑。报告指出,尽管2024年内房公司整体业绩承压,但行业集中度提升,头部房企展现出更强韧性。展望2025年,预计主流房企销售有望在低基数和行业复苏背景下率先企稳。华泰证券特别看好一线城市为代表的核心城市复苏节奏,以及在这些地区拥有资源的房企的估值修复。该券商建议关注具备"好信用、好城市、好产品"特征的地产股,这可能是推动万科企业等龙头房企股价上涨的重要因素。
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