10月2日，万科企业盘中下跌5.02%，报2.65港元/股，成交额2013.3万港元。房地产开发板块整体走弱，龙湖集团跌5.18%，华润置地跌3.86%，恒基地产跌3.44%，中国海外发展跌3.27%，长实集团跌1.8%。
消息面上，此前三部委明确自10月1日起实施居民购房贷款贴息政策，但该政策聚焦首套刚需，限定建筑面积不超过120平方米、购房价格不超过150万元，年化贴息仅1个百分点、最长5年，以100万元贷款为例最多减少付息约5万元，覆盖范围及补贴力度被市场认为偏窄。此前多位券商分析师曾对全国性贴息政策持审慎态度。基本面方面，万科上半年营收701.7亿元，同比下降33.4%，归母净亏损149.5亿元，经营层面仍承压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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