本月观点:5月“一揽子金融政策”公布后,尽管6月成交环比有所回升,但7月楼市成交再度转弱;叠加7月重要会议临近,板块博弈情绪有所升温。我们认为市场过多关注楼市整体表现与政策预期,而忽略部分“核心区及好房子”正逐步止跌回稳,个别优质房企已逐步走出低谷且持续保持稳定分红,个别房企报表端亦有改善迹象(如滨江集团预期H1归母净利润同比增长40%-70%),市场对“好房子”潜在需求依旧旺盛。个股方面,1)...
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