融创中国（01918）今日盘中大涨5.33%，引起市场广泛关注。这一涨幅可能与近期券商对房地产行业，尤其是龙头房企的积极展望有关。
华泰证券最新发布的研报指出，尽管2024年内房公司整体业绩承压，但行业集中度有所提升，头部房企在下行周期中展现出更强的韧性。该券商预计，2025年主流房企销售有望在低基数以及行业复苏背景下率先迎来企稳，并看好行业集中度进一步提升。
研报特别强调，未来将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。华泰证券继续推荐具备"好信用、好城市、好产品"等元素的地产股。作为中国知名的大型房地产开发商，融创中国可能被投资者视为受益于这一趋势的潜在标的，从而推动其股价上涨。
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