异动解读 | 政策宽松预期提振市场信心,融创中国盘中大涨9.02%

异动解读
Feb 09

融创中国今日盘中大涨9.02%,表现强劲。

消息面上,内房股板块整体走强。根据相关报道,2026年1月份全国房地产市场呈现回稳态势,市场信心有所修复。数据显示,1月份全国重点13城市二手房成交面积环比上升16%,同比增长33%。此外,上海近日正式启动收购二手住房用于保障性租赁住房项目;佛山允许房地产项目缓建、降低企业违约金,这些举措有助于缓解行业压力。

有券商研报指出,政策阈值逐步临近,改善和稳定房市预期具备战略意义,产业政策宽松概率逐步提高。市场对房地产政策进一步宽松的预期,提振了包括融创中国在内的内房股板块的投资情绪。

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