房地产行业周报:央行强调推动已出台政策落地见效

国投证券
Sep 28, 2025

周观点:央行强调着力推动已出台金融政策措施落地见效9 月24 日,央行三季度例会召开,针对房地产行业明确两大政策主线:一抓存量盘活,二稳市场预期。会议强调“推动已出台政策落地见效,加大存量商品房和土地盘活力度”,将存量资产盘活作为巩固市场稳定的抓手,指向化解房企库存压力、优化土地资源配置的务实方向。我们认为,九月核心城市供应提速,核心城市调控政策加力宽松,伴随央行进一步强调前期政策落地的政策基调下...

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