万科企业(02202)今日盘中大涨5.00%，引起了市场的广泛关注。
消息面上，中国房地产市场出现积极变化。国家统计局数据显示，上半年一线城市房价已连续4个月环比上涨，二手房市场交易活跃，商品房待售面积连续下降。同时，里昂发布研报指出，中国内地一手住宅市场初现企稳迹象，一线城市一、二手楼价已连续数月按月上升，二线城市一手楼价在早前下跌后亦趋于平稳。
机构分析认为，在政策端去库存、控增量的基调下，叠加低基数效应，市场回稳的趋势有望延续。报告预期国有开发商可继续跑赢大市，这增强了市场对包括万科在内的内房股未来表现的信心，从而推动股价上扬。
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