金吾财讯 | 内房股普遍扬升,截至发稿,雅居乐集团(03383)涨6.67%,融创中国(01918)涨5.23%,远洋集团(03377)涨5.13%,旭辉控股集团(00884)涨3.92%,世茂集团(00813)涨3.45%。国金证券表示,随着政策效果释放,预计2025年商品房成交量有望止跌回稳,逐步提振市场信心,扭转房价下行预期。回顾2024年,中国房地产市场整体热度较往年有所下降,尚未止住颓势,但央国企相对稳定,在Top10、Top30、Top50房企中,央企均占主导地位,民企份额继续下滑。持续推荐稳健经营且政策敏感型标的。
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