金吾财讯 | 中信证券表示，通过学习政府工作报告和国新办的吹风会，该行认为严控增量、止跌回稳的政策，关键还是要稳住资产价格，稳住居民信心。此外，报告专门强调要有效防范房企债务违约风险，也进一步助力房企信用稳固。该行认为，房地产最确定的基本面变量，是大量成交换手才能推动价格走稳，即全年一二手房交易GTV超预期。所以，该行在地产产业链最看好交易服务商。此外，该行也看好具备好产品开发能力和优质资产组合的开发商，以及具备成长前景和分红能力的物业服务公司。基建领域，受益于供给侧优化，水泥行业供需格局改善和企业盈利修复可期。财政资金和化债加码发力，国家和地方重点项目建设更具资金保障，进展有望提速，带动行业需求底部回升，同时建筑企业资产质量有望修复。另外，政策大力支持商业航天、低空经济等新兴产业发展，带来细分领域需求提升，新兴领域发展领先的企业有望打造新增长极。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.