金吾财讯 | 华泰证券表示，25日中央召开政治局会议，对于房地产，会上提出要“持续巩固房地产市场稳定态势”，举措主要集中在城中村改造、高品质住房、存量房收储等方面。同时说明两个层面，一方面止跌回稳有一定成效，尤其体现在销量层面，2025Q1，重点19城的新房+二手房成交面积合计同比增长18%，但另一方面，当前房地产市场企稳的根基仍需稳固，尤其体现在房价层面，所以需要增量政策来持续发力。本次会议进一步确认了增量政策方向，考虑到一线城市的政策弹性更大，该行更加看好以一线城市为代表的核心城市复苏节奏，以及在对应区域拥有储备或新获取资源的房企的估值修复，继续推荐具备“好信用、好城市、好产品”即“三好”逻辑的地产股，同时业绩与现金流稳健的物管公司亦有望受益于市场止跌回稳。
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