智通财经APP获悉,内房股盘中快速拉升,截至发稿,融创中国(01918)涨11.11%,报1.5港元;富力地产(02777)涨6.52%,报0.98港元;旭辉控股集团(00884)涨5.24%,报0.221港元;碧桂园(02007)涨5.06%,报0.415港元。
消息面上,4月8日,财政部办公厅、住房城乡建设部办公厅发布开展2025年度中央财政支持实施城市更新行动的通知,中央财政将对入围城市给予定额补助。同日,人民财讯发文称多个一线城市正研究储备推动房地产市场进一步止跌回稳相关政策举措
国联民生证券指出,对于行业,地产作为内需的重要支撑,我们预计将受益于未来降准降息释放的流动性,同时核心城市仍有政策宽松的调整空间,促进楼市止跌回稳。对于房企,房企追求安全性和利润率,能持续在核心城市核心区域拿地的房企或率先走出行业低谷。推荐主打改善产品,布局核心一二线城市,财务结构安全稳健的房企。
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