智通财经APP获悉，内房股午后全线转跌，截至发稿，雅居乐集团(03383)跌8.96%，报0.61港元；融信中国(03301)跌5.45%，报0.26港元；世茂集团(00813)跌7.37%，报0.88港元；富力地产(02777)跌3.97%，报1.21港元；融创中国(01918)跌3.61%，报1.6港元。
消息面上，惠誉预期，今年中资房企的经营环境将继续承压，内房行业仍受严重的结构性顽疾困扰，包括存量房库存高企、购房者住房支付能力下降等。尽管近期出台了旨在提振短期市场情绪的政策，但是，主要城市的低租金收益率——例如其低于房贷利率，显示房价仍有进一步下行空间。尽管政府多措并举提振购房者信心，但预期2025年新建商品住宅价格仍将承压。
海通证券表示，2025年房地产或整体有所改善，跌幅或有收窄。自2021年起我国房地产市场调整幅度较大，参考海外经验，我国房地产“价格”的回调速度相对较慢，但“数量”的调整幅度较大，速度较快。考虑到我国购房人口趋势变化、二手房挤出效应、库存问题等，在积极政策支持下，判断2025年我国房地产整体或有所改善，跌幅或有所收窄，销售表现或优于价格，开工投资仍有一定压力需要解决。大小城市的分化或将持续，高线城市价格仍有压力，但数量或仍有韧性，低线城市的房地产量仍有压力。
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