万科企业今日盘中大涨5.03%，引起了市场的广泛关注。
消息面上，央行上海总部对上海市商业用房购房贷款政策作出调整，自2026年3月16日起，最低首付款比例调整为不低于30%，这是上海商办房贷政策十余年来的首次调整，其他城市预计会跟进。此外，国家统计局数据显示，1-2月份房地产开发投资同比降幅收窄，反映出市场供给端调整逐步趋于稳定。同时，《深圳市住房公积金管理办法》发布，允许职工自愿提高个人缴存比例以获取更高贷款额度，进一步提振了市场情绪。
行业层面，自然资源部、国家林草局联合发布38号文，旨在重构土地供给底层逻辑，强调“控增量、去库存、优供给”。分析认为，这有利于具备存量盘活能力与核心城市布局的房企，有望推动行业格局重塑，为万科企业等龙头房企带来长期发展机遇。
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