智通财经APP获悉，内房股集体反弹，截至发稿，融信中国(03301)涨7.23%，报0.445港元；旭辉控股集团(00884)涨6.06%，报0.35港元；雅居乐集团(03383)涨3.7%，报0.84港元；富力地产(02777)涨3.18%，报1.62港元；融创中国(01918)涨2.46%，报2.5港元。
消息面上，华泰证券表示，11月百强房企单月销售金额同/环比-7.0%/-17.9%，随着新政的刺激效应逐渐递减，新房销售高位回落，但仍较9月增长33%。该行认为，12月为房企传统业绩冲刺月份，房企的供货意愿将有所增强，叠加部分房企可能为了冲刺业绩进行年末促销，预计12月新房市场可能迎来一波翘尾行情。
值得一提的是，年底两大会议时间窗口将至。中信证券指出，止跌回稳目标下，政策仍处于密集出台和落实的窗口期，包括城中村改造、收购限制土地及收储、需求侧政策放松等。天风证券指，建议关注重要会议节点的地产潜在政策增量，不排除政策靠前发力以巩固市场预期，为基本面周期反转继续提供利好。
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