地产及物管行业周报:住建部要求多管齐下稳定预期 更大力度推动房地产止跌回稳

申万宏源研究
Jul 06, 2025

本期投资提示:地产行业数据:一二手房成交环比下降,新房成交推盘比上升。上周(25/6/28-25/7/4)34 个重点城市新房合计成交396 万平米,环比-0.3%;其中,一二线环比+2%、三四线环比-38%;7 月截至上周末一手房月成交同比-25%,较6 月-13pct;其中,一二线同比-25%、三四线同比-23%,分别较6 月-18pct 和+25pct。上周13 个重点城市二手房成交112 ...

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