金吾财讯 | 华泰证券研报指，4月，百强房企（公司可比口径）单月销售金额环比下降14.8%，同比下降14.6%，降幅较3月走阔2.7个百分点；1-4月累计销售金额同比下降10.1%，增速较1-3月走阔1.8个百分点。从前瞻指标来看，4月销售市场迎来季节性调整，整体带看量与二手中介门店成交量环比均有所回落。进入二季度，该行认为房地产行业增量政策窗口逐步打开，结合更加积极有为的宏观政策以及更加积极的财政政策定调，该行认为后续需关注实操政策落地节奏。该行提到，网签数据方面，4月1-27日，44城新房/22城二手房同比-13.3%/+18.7%，环比-31.1%/-9.0%，新房二手房环比均有所回落。往前看，考虑到一线城市的政策弹性更大，该行更加看好以一线城市为代表的核心城市复苏节奏，以及在对应区域拥有储备或新获取资源的房企的估值修复，继续推荐具备“好信用、好城市、好产品”逻辑的地产股，同时业绩与现金流稳健的物管公司亦有望受益于市场止跌回稳。
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