地产股集体拉升,多股涨逾7%!地产ETF(159707)涨超3.8%!机构:关注7月中旬政策博弈机会

格隆汇
Jul 10, 2025

10日午后,地产板块持续拉升,中证800地产指数一度涨逾4%,成份股方面,绿地控股涨停,新城控股涨超7%,滨江集团、陆家嘴、万科A、招商蛇口等多股涨逾3%。 热门ETF方面,代表A股龙头地产行情的地产ETF(159707)场内价格涨逾3.8%,成交额超5300万元。 消息面上,住房城乡建设部调研组近日赴广东、浙江两省调研。调研组要求,要多管齐下稳定预期、激活需求、优化供给、化解风险,更大力度推动房地产市场止跌回稳。 中银证券表示,针对二季度数据情况,7月的政治局会议表态将更加积极,带动板块在7月中旬出现一波政策博弈的行情机会。后续政策端进一步发力的概率也明显提升,预计下半年各地方政府将全力推动已出台政策落地见效,更大力度推动房地产市场止跌回稳,例如旧改房票安置力度、城市更新相关金融支持政策、进一步落实专项债收储等。 公开资料显示,地产ETF(159707)跟踪中证800地产指数,汇集市场13只头部优质房企,在投资方向上具有明显的头部集中度优势,前十大成份股权重超9成,央国企含量高,在行业出清大背景下,龙头地产或更具弹性。

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