异动解读 | 碧桂园盘中大跌5.56%,房地产市场低迷拖累内房股

异动解读
Nov 17, 2025

碧桂园(02007)今日盘中大跌5.56%,领跌内房股。这一跌幅反映了当前中国房地产市场持续低迷的状况,以及投资者对行业前景的担忧。

根据国家统计局最新发布的数据,2025年1-10月全国商品房销售面积同比下降6.8%,销售额同比下降9.6%。尤其值得注意的是,10月单月商品房销售面积和金额分别同比下降19.6%和24.3%,降幅较前期明显扩大。这些数据表明,尽管政府出台了一系列支持政策,房地产市场仍未见明显好转。

开源证券分析指出,限购政策效应衰减后,市场观望情绪较重。根据Wind数据,10月一线城市商品房成交面积同比下降38.2%。分析师预计,由于2024年同期基数较高,11月销售可能继续低位盘整,四季度市场形势依旧严峻。在这种背景下,碧桂园等内房股承受了较大的下行压力,投资者对房地产企业的经营状况和未来发展前景持谨慎态度。

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