4月11日（周五）午后，华润置地（01109）股价表现强劲，盘中大涨5.08%。截至发稿，该股报26.85港元。
消息面上，多家券商近期发布研报看好内房股后续表现，其中华润置地被多次提及。交银国际发布报告指出，根据克而瑞的初步数据，2025年3月前百开发商的全口径销售总额环比提升73.9%至3445亿元人民币，23家主要上市开发商3月销售环比增67.6%。该机构预计"银四"市场或将持续修复，继续看好华润置地，给予"买入"评级。
另一方面，中金公司也发布研报关注地产及物管板块投资机会。报告显示，3月二手房成交量延续韧性表现，同比增长37%。中金认为，近期外部扰动因素或对房地产市场形成一定压力，但政策端的加速推进可能在短期内有一定对冲效应。该机构建议关注内需刺激相关风险偏好提升带来的白马型投资机会，其中包括华润置地在内的几家龙头房企。
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