今日盘中，华润置地（01109.HK）股价大涨5.06%，领涨内房股板块。多只内房股今日表现亮眼，龙湖集团涨4.45%，越秀地产涨4.31%，新城发展涨4.09%，旭辉控股集团涨4.00%。
这波涨势或与最新公布的房地产数据有关。国家统计局数据显示，2025年7月，70个大中城市商品住宅销售价格降幅整体有所收窄。其中，一线城市新建商品住宅销售价格环比下降0.2%，降幅比上月收窄0.1个百分点；同比下降1.1%，降幅比上月收窄0.3个百分点。这一数据表明，尽管房价仍在下跌，但一线城市房地产市场有企稳迹象。
分析人士指出，房价走势基本决定了地产股中期超额收益的变化。虽然当前地产基本面仍然偏弱，房价持续下跌，但市场对政策面的期待或推动了此轮内房股上涨。北京近期出台的房地产新政被视为新一轮放松的开始，这可能意味着地产股的博弈窗口正在开启。投资者似乎正在憧憬更多利好政策出台，推动华润置地等内房股的股价上涨。
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