智通财经APP获悉,中金公司发布研报称,4月25日中央政治局召开会议,对房地产业提出“要持续用力防范化解重点领域风险…加力实施都市更新行动,有力有序推进城中村和危旧房改造。加速建构房地产发展新模式,加大高品质住宅供给,优化存量商品房收购政策,持续巩固房地产市场稳定态势”。中金认为,会议在城中村改造和存量收储方面的表述整体符合先前预期,后市着重重点城市城改落地进度、存量房收储用途等方面自主权、核心城市房价走势。
中金指,考虑到基本面走势和政策取态,仍维持2025年房地产市场总交易量和房价跌幅有所收窄、接下来1-3年内,陆续实现止跌回稳目标的判断;短期内考虑外部环境扰动影响和内部政策落地进展均仍待观察,中金认为板块或阶段性有所调整,后续可逢低配置稳健龙头或政策再发力的潜在受益标的,A股推荐招商蛇口(001979.SZ)、城建发展(600266.SH)、金地集团(600383.SH),相关标的还有新城控股(601155.SH),港股推荐华润置地(01109)、建发国际集团(01908)、中国海外发展(00688)。多元板块推荐兼备成长与红利价值的绿城服务(02869)。
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