【券商聚焦】中泰证券:预计房地产板块的估值会随着政策呵护持续修复

金吾财讯
09 Apr

金吾财讯 | 中泰证券研报指出,2025年第一季度土地市场缩量上涨:虽然推出建面同比下降,但是土地出让金同比增速回正,溢价率大幅回升。从城市能级来看,不同能级城市在土地出让金增速和溢价率方面表现差异较大,土地市场出现K型复苏。

投资方面,当前房地产销售市场与土地市场都处于复苏期,政策环境持续发力,也为近年来最宽松的时候,预计板块的估值会随着政策呵护持续修复,建议关注业绩稳健且安全度较高的龙头房企。

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