金吾财讯 | 华泰正确表示，亿翰数据显示，2025年7月，百强房企（公司可比口径）单月销售金额环比-38.1%，同比-23.2%，降幅较6月走阔0.5个百分点；1-7月累计销售金额同比-14.4%，降幅较1-6月走阔1.4个百分点。回顾7月，在供应不足及季节性回落双重影响下，市场动能稍显不足，根据克而瑞的统计，北京、上海、深圳、杭州等热点城市的市场热度也出现了高位回落。6月，国常会提出要“更大力度推动房地产市场止跌回稳”，释放出较强的政策发力信号。该机构认为房地产行业政策落地节奏有望加快，一线城市及核心区域政策弹性或超预期。
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