异动解读 | 绿城中国股价盘中大涨5.05%,内房股普涨带动楼市利好预期

异动解读
Jun 25, 2025

6月25日,绿城中国(03900)股价盘中大涨5.05%,报9.95港元,引发市场关注。这一涨幅与整个内房股板块的普遍上涨趋势相一致。

分析人士指出,此轮内房股上涨可能与市场对楼市政策进一步利好的预期有关。东方金诚首席宏观分析师王青表示,考虑到下半年稳楼市政策需进一步加力,预计下半年监管层可能通过单独引导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。这一举措有望刺激房地产市场需求,提振投资者信心。

此外,华泰证券发布的研报指出,虽然目前存量房收储政策实际落地规模有限,但随着政策持续优化和发力,预计将为房地产行业"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,这可能是投资者看好绿城中国等优质内房股的原因之一。在政策预期和市场情绪的双重推动下,绿城中国股价出现明显上涨。

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