地产行业周报:短期政策关注度升温 重申中期维度拥抱优质企业

平安证券
28 Jul

周度观点:短期关注政策动向,中期控量提质供给优化。本周房地产板块涨4.07%,跑赢沪深300(1.69%),重点50城新房日均成交环比升23.7%。短期重要会议临近,板块博弈情绪有望持续升温,关注最新政策表态;中期随着部分企业退出、叠加中央多次强调“控制增量,优化存量,提高质量”、推进“好房子”建设,预计未来行业或将走向品质竞争、质价比将成为购房者考量重要因素,产品力强、仍具拿地及融资能力的幸存...

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