房地产行业2025年7月投资策略:基本面持续低迷 博弈窗口开启

国信证券
30 Jun

行业:基本面持续低迷。从统计局数据看,5 月销售规模跌幅扩大,延续4 月下行趋势;70 城新房和二手房价格同比降幅收窄,但价格环比跌幅均扩大;房地产开发投资和房企到位资金降幅持续扩大,销售降温对房企资金的拖累明显;开竣工单月同比降幅边际收窄,但面积相对历史同期仍在低位。从日频跟踪来看,30 城新建商品房成交量同比略有下降。6 月,30 城新建商品房当年累计成交4243 万㎡,同比-1%;其中,北京...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10