金吾财讯 | 内房股午后回暖，雅居乐集团(03383)涨6.32%，万科企业(02202)涨4.58%，富力地产(02777)、融创中国(01918)涨近3%，金辉控股(09993)、新城发展(01030)涨超2%。平证证券表示，随着楼市新政效应持续释放，房地产市场保持向好态势。据住房城乡建设部消息，10 月份商品房成交同比、环比实现“双增长”。9月下旬以来，金融、发改、企业、财政、地产等领域增量政策不断部署落地，政策发力稳增长有较大力度和决心提振宏观经济及权益市场。10 月中旬以来港股如期进入震荡阶段，是积极优选相关板块及公司布局的较好时期。华泰证券发布2025年房地产行业展望：以价为锚，重塑预期。2024年房地产行业基本面整体下行，但9月底“止跌企稳”定调下出现积极信号。展望2025年，可以关注地方政策的持续落地进展、房贷利率调整空间以及收储政策优化，还需要关注资本市场对楼市的影响，我国股市与楼市的强相关性以及股市相对领先性有望加快行业的筑底进程。政策“组合拳”发力提振信心，以“房价”为核心的地产基本面有望在明年迎来改善，推动地产板块估值进一步修复。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.