金吾财讯 | 内房股随大市走高，截至发稿，富力地产(02777)涨4.35%，龙湖集团(00960)涨3.79%，融创中国(01918)涨3.27%，中梁控股(02772)涨2.50%，远洋集团(03377)涨2.45%，新城发展(01030)涨1.91%，万科企业(02202)涨1.93%。消息面上，中国银河表示，7-8月为传统淡季，楼市销售面积和投资均承压。8月以来北京、上海、深圳陆续出台楼市放松政策，进一步刺激居民的改善性需求。在政策的加持下，地产板块的配置价值凸显。我们认为头部房企展现优秀的运营管理能力具有资金优势，市占率有望进一步抬升。交银国际表示，8月楼市以公积金政策和松绑政策为主，一系列政策通过扩大公积金使用范围、进一步放开限购、减轻租购负担等方式，持续激发市场活力。预计9月迎来传统营销旺季，市场活跃度有望迎来阶段性回升。
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