港股内房股盘初集体走高!融信中国、正荣地产涨超6%,万科企业涨超4%

老虎资讯综合
Dec 12, 2025

12月12日,港股内房股盘初集体走高,融信中国正荣地产涨超6%,万科企业涨超4%,世茂集团融创中国碧桂园雅居乐集团涨超3%。

12月10日至11日,中央经济工作会议在北京举行。会议确定,明年经济工作抓好以下重点任务。坚持守牢底线,积极稳妥化解重点领域风险。着力稳定房地产市场,因城施策控增量、去库存、优供给,鼓励收购存量商品房重点用于保障性住房等。深化住房公积金制度改革,有序推动“好房子”建设。加快构建房地产发展新模式。积极有序化解地方政府债务风险,督促各地主动化债,不得违规新增隐性债务。优化债务重组和置换办法,多措并举化解地方政府融资平台经营性债务风险。

浙商证券分析师在接受采访时表示:“2024年12月政治局会议对地产所在段落开头的表述是‘有效防范化解重点领域风险,牢牢守住不发生系统性风险底线’,此次会议为‘坚持守牢底线,积极稳妥化解重点领域风险’,化解风险的表述一个是‘有效防范’,一个是‘积极稳妥’。我们认为对应近期一些企业出现的风险事件,表述从预防变为应对的变化值得关注,后续相关市场化和法制化的‘稳妥’处理可能会逐步展开。”

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