异动解读 | 绿城中国股价盘中大跌5.05%,内房股整体承压

异动解读
Oct 30, 2025

绿城中国(03900)今日盘中大跌5.05%,引发市场关注。这一跌势与当日内房股普遍走弱的趋势一致,反映出投资者对房地产行业前景的担忧。

据市场数据显示,多家内房股今日出现明显下跌。除绿城中国外,中国海外宏洋集团跌幅达4.78%,富力地产下跌3.33%,中国金茂、中国海外发展等知名房企股价也均有不同程度的下跌。这一普遍性下跌趋势凸显了当前房地产市场面临的挑战。

国泰海通最新研报指出,房地产市场整体修复基础尚不牢固,城市间分化明显。研究显示,2025年第三季度仅有19%的重点城市房地产市场呈现筑底迹象。新房和二手房价格在第三季度均出现环比下跌,库存压力依然严峻,超过八成城市新房去化周期延长至18个月以上。市场供大于求的状况仍然突出,去库存成为当前房地产行业面临的核心挑战。在这种市场环境下,投资者对房地产股的谨慎情绪可能会持续一段时间。

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