“短期关注政策宽松带来的机会,中长期还是应聚焦具有核心城市资源、综合开发和运营实力较强的头部企业。中房报记者 付珊珊丨上海报道在政策刺激与市场边际改善的双重驱动下,2025年二季度地产股整体呈现“结构性复苏”特征。尽管行业整体仍处于调整期,但核心城市改善型需求释放、政策工具箱持续发力,推动部分优质房企市值逆势上扬。根据中国房地产报记者统计显示,今年二季度市值百强房企中,已有半数企业市值环比增长,一...
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