今日盘中，房地产龙头企业万科企业（02202）股价大涨5.14%，引发市场关注。分析人士认为，这一涨幅与近期房地产市场整体回暖态势密切相关。
据中泰证券研报显示，2025年第一季度土地市场呈现缩量上涨趋势。尽管推出建面同比下降，但土地出让金同比增速已转正，溢价率大幅回升。研报指出，当前房地产销售市场与土地市场均处于复苏期，政策环境持续发力，预计房地产板块估值将随政策呵护持续修复。
华泰证券的分析进一步佐证了这一观点。该券商表示，一季度土地市场"地王"潮时隔多年再现，核心城市热度回升，头部房企拿地集中度持续提升。这验证了"好信用、好城市、好产品"的"三好"逻辑。作为行业龙头，万科企业有望从这一趋势中受益，这可能是推动其股价上涨的重要因素。
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