房地产行业:政策重心或从短期刺激转向新发展模式的探索

东方证券股份有...
Aug 06, 2025

7.30 政治局会议未直接提及房地产,而是继续重点强调城市更新,我们认为政策重心或从短期刺激转向新发展模式探索。房地产市场数据自5 月以来已全面走弱,但相较此前政治局会议,此次会议并未直接提及房地产,而是强调“落实好中央城市工作会议精神,高质量开展城市更新。结合此前召开的中央城市工作会议强调 “城市发展正从大规模增量扩张阶段转向存量提质增效为主的阶段”,结合 《关于持续推进城市更新行动的意见》等,...

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