万科企业今日盘中大涨14.96%，成为内房股中表现亮眼的个股之一。
消息面上，国务院于5月28日发布了《城市更新“十五五”规划》，明确了2026年至2030年的发展目标、任务及政策。据机构测算，“十五五”期间城市更新市场总容量预计将达15万亿元至20万亿元。这一重大政策利好的出台，标志着城市更新工作步入制度化、长效化、市场化的新阶段，市场预期将对房地产行业产生深远积极影响，从而带动了包括万科在内的内房股全线走强。
业内分析指出，城市更新正从单一的物理空间改造，向“空间+产业+消费”复合驱动转型，为相关企业带来了巨大的市场机遇。万科作为行业龙头，预计将显著受益于此轮政策红利。
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