金吾财讯 | 华泰证券表示，8月25日，上海市六部门联合印发《关于优化调整本市房地产政策措施的通知》，对于限购、公积金、房贷利率、房产税进行优化。该机构认为上海新政符合两会提出的“因城施策调减限制性措施”的政策思路，也与8月8日北京新政量级相当，整体符合市场预期。8月以来，北京、上海陆续出台地产新政，叠加资本市场逐步走强，有望加速房地产市场“止跌回稳”进程。后续可以关注深圳是否跟进。该机构指，8月以来，北京、上海相继出台地产新政，叠加资本市场逐步走强，有望加速房地产市场“止跌回稳”进程。该机构更看好以一线城市为代表的核心城市复苏节奏，继续推荐具备“好信用、好城市、好产品”逻辑的“三好”地产开发商，分红与业绩稳健的头部物管公司，以及受益于香港资产重估逻辑的香港本地地产股。
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