今日盘中，碧桂园（02007）股价大涨9.68%，领跑内房股板块。多只内房股今日表现强劲，雅居乐集团、融创中国、世茂集团等均有不同程度上涨。
消息面上，中国人民银行近日发布的2025年二季度金融机构贷款投向统计报告显示，房地产相关贷款出现回暖迹象。报告指出，2025年二季度末人民币房地产贷款余额同比增长0.4%，增速较上年末提高0.6个百分点。其中，房地产开发贷款和个人住房贷款余额分别同比增长0.3%和下降0.1%，但后者增速较上年末提高1.2个百分点。这些数据表明房地产行业融资环境正在逐步改善。
分析人士认为，在"止跌回稳"的政策诉求下，加上7月底中央政治局会议召开在即，市场普遍预期地产调控政策可能进一步宽松。华安证券表示，当前房地产板块正经历一波阶段性估值修复，预计还有5%-15%左右的上行空间。此外，中泰证券建议关注布局一二线城市、基本面稳健的房企，以及港股市场中具备估值优势与弹性的龙头公司。在多重利好因素推动下，碧桂园等内房股有望继续受益于行业政策环境的改善。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.