金吾财讯 | 中泰国际发布房地产行业周报，上周(至5月4日)30大中城市商品新房成交量达149万平方米，同比上升42.2%，优于前周的20.9%同比下跌，环比下跌13.6%，差于前周的15.7%环比增长。不同类别城市皆同比上涨。上周同比变化率：一、二、三线城市分别为+49.6%、+52.7%、+2.6%(前周同比：-20.4%、-22.7%、-17.3%)。该行指，近年每逢假期，内地民众较为多出行，新房销售相对较少受到关注。上周新房成交量则同比反弹，大致可反映今年“五一”假期期间新房销售胜去年。同期商品房存销比也环比下跌。可是目前宏观经济面对不同国内外不确定因素，例如美国关税政策，房地产市场也有机会受影响。另一方面，该行认为市场期望中央新增更多支持房地产市场政策。内房港股投资方面，该行选取国企开发商。关注个股：中国海外发展(00688)、越秀地产(00123)[注：上周关注 - 中国海外发展、华润置地(01109)]
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