智通财经APP获悉,内房股今日普涨,截至发稿,融创中国(01918)涨4.28%,报1.95港元;万科企业(02202)涨3.63%,报6港元;中国海外发展(00688)涨3.39%,报14.02港元;新城发展(01030)涨3.19%,报1.94港元。
消息面上,国家统计局今日公布数据显示,2025年1月份,70个大中城市中,一线城市商品住宅销售价格环比继续上涨,二三线城市环比总体略降;一二三线城市同比降幅均持续收窄。此外,据网上房地产数据,上个周末,上海的二手房市场已明显回暖。2月15日,上海二手房(含商业)网签成交1125套,2月16日网签成交976套,周末两日日均成交1051套。
平安证券表示,当前楼市量价较高点已明显回落,叠加首付及利率下调,居民置业门槛已大幅改善,尽管存量库存较高、房价及收入预期仍制约楼市表现,但该行认为市场急跌已过。随着更多高得房率、高品质好产品入市,或带来部分需求由二手房市场回流至新房市场,带来好产品市场率先企稳,短期重点关注3月楼市表现。
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