今日盘中,融创中国(01918.HK)股价大涨6.04%,领涨内房股板块。多家内房股公司股价出现明显上涨,反映出投资者对房地产行业前景趋于乐观。
据市场消息,3月份土地市场呈现局部火热态势,核心城市土拍持续回暖。克而瑞地产研究数据显示,3月土地平均溢价率达17.1%,较上月提升约6个百分点。北京、上海、杭州、苏州、成都等多地均有高总价高溢价地块成交,其中杭州、苏州的平均溢价率分别高达42%和38%。这一趋势表明,房地产开发商对优质土地的需求依然强劲,行业信心正在逐步恢复。
华泰证券最新研报指出,2025年3月百强房企单月销售金额环比增长62.6%,虽然同比仍有所下降,但降幅较前两月有所收窄。3月整体带看量与二手中介门店成交量环比均有所上升,市场活跃度保持在相对高位。分析认为,当前销售市场热度延续,行业仍在"止跌回稳"路上。预计重点城市区域市场有望出现量价回升,拥有优质土地储备的房企估值有望得到修复。这些积极因素可能是推动融创中国等内房股今日走强的重要原因。
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