金吾财讯 | 内房股全线走低，万科企业(02202)跌7.82%，融信中国(03301)跌3.7%，融创中国(01918)跌3.7%，世茂集团(00813)跌2.25%，龙光集团(03380)跌2.06%。消息面上，国家统计局公布数据显示，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。交银国际表示，12月政策走向延续，住建部工作会议明确指出，2025年要持续用力推动房地产市场止跌回稳，并将其作为五大任务之首。该行认为当前国家稳定房地产行业的信号明确。但受季节性因素和春节假期影响，该行预计2025年1月传统淡季的行业销售或将有所承压。
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