格隆汇6月3日｜贝壳(BEKE.US)盘前涨近3%。消息上，近期包括武汉、合肥、重庆在内的多个二三线城市均出台或延续购房补贴政策；且根据中指院，2025年以来，全国超50地发布购房补贴政策，对于多孩家庭、人才等特定人群的补贴力度更大。

国金证券推荐稳健经营同时有望受益于潜在政策利好的标的，其中，中介推荐受益于政策利好不断落地，一二手房市场活跃度提升，拥有核心竞争力的中介平台贝壳。

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