绿城中国（03900.HK）今日盘中大涨5.05%，股价报9.95港元。该股涨势明显，与其他内房股同步上涨，反映出投资者对房地产行业前景的信心有所恢复。
消息面上，多家券商发布研报看好房地产行业的复苏前景。华泰证券表示，虽然目前存量房收储政策实际落地规模有限，但预期政策持续优化和发力将为房地产行业"止跌回稳"贡献更大力量。该机构特别看好以一线城市为代表的核心城市复苏节奏。此外，国泰海通证券指出，十五五规划将为房企带来新的商业模式思考，尤其是头部房企有望找到超越行业发展的新思路。
分析人士认为，尽管6月LPR报价保持不变，但下半年稳楼市政策可能进一步加力。东方金诚首席宏观分析师王青预计，下半年监管层可能通过引导5年期以上LPR报价下行等方式，推动居民房贷利率更大幅度下调，这将为房地产市场注入新的活力。在这一背景下，绿城中国作为行业领先企业，有望从中受益，投资者对其未来发展前景保持乐观态度。
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