智通财经APP获悉,内房股拉升走高,截至发稿,万科企业(02202)涨6.79%,报5.03港元;世茂集团(00813)涨5.62%,报0.94港元;融创中国(01918)涨5.16%,报1.63港元;富力地产(02777)涨4.84%,报1.3港元;远洋集团(03377)涨4%,报0.26港元。
消息面上,1月17日,国家统计局发布数据显示,2024年12月份,70个大中城市中,一线城市商品住宅销售价格环比上涨,二三线城市环比总体降幅收窄;一二三线城市同比降幅均继续收窄。中原地产首席分析师张大伟分析认为:“从2024年9月末开始连续3个月楼市在一系列政策的影响下出现了明显的止跌企稳现象。各种政策从力度到节奏,如同给楼市注入了一针强心剂,极大地提振了市场信心。”
开源证券表示,2024年9月以来,中央政策持续加码,一揽子宏观政策“大礼包”推出,将积极提振房地产市场。房地产政策调整积极且迅速,房价“止跌回稳”路径显现。预计一线城市的政策调整将对需求侧形成有力支撑,并逐步改善房价预期,进而辐射二三线城市从而逐步实现房价“止跌回稳”,带来房地产基本面改善,维持行业“看好”评级。
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