金吾财讯 | 内房股多数上涨,碧桂园(02007)涨5.88%,远洋集团(03377)涨4.55%,新城发展(01030)涨2.69%,中梁控股(02772)涨1.18%。克而瑞地产研究发布《2025上半年千万豪宅热销动因解析及趋势预判》,其中提到,2025年依旧是豪宅成交大年,重点城市总价千万以上新房豪宅成交规模稳中有增。20个核心城市(北京、上海、广州、深圳、杭州、宁波、成都、南京、青岛、苏州、厦门、佛山、珠海、无锡、天津、福州、西安、武汉、合肥、郑州)2025年上半年总价1000万元以上商品住宅合计成交2.1万套,环比微降7%,同比增长21%,而百城新房成交上半年同比仅微增5%,可见豪宅领涨全国,成交韧性较强。二三线城市千万豪宅成交增长相对明显。具体来说,核心城市中,4个一线城市千万豪宅成交达1.6万套,同比增长15%,16个二三线城市成交5871套,同比增长37%。
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