周四盘中，万科企业（02202）股价出现显著上涨，涨幅达5.16%，引发市场关注。这一涨势是在内房股全线走强的背景下发生的。
据市场消息，盘初内房股普遍拉升。其中，富力地产涨近9%，融创中国和世茂集团涨超5%，新城发展和万科企业均涨超3%。这表明投资者对房地产板块的信心正在逐步恢复。
值得注意的是，华泰证券最新发布的研报对房地产行业前景持积极态度。报告指出，尽管2024年内房公司整体业绩承压，但行业集中度有所提升，头部房企展现出更强的抗风险能力。展望2025年，华泰证券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，并看好行业集中度进一步提升。该券商特别推荐具备"好信用、好城市、好产品"等特质的地产股，这可能是推动万科企业等龙头房企股价上涨的重要因素之一。
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