金吾财讯 | 内房股震荡走强，截至发稿，龙光集团(03380)涨5.74%，中国金茂(00817)涨3.36%，融创中国(01918)涨3.03%，雅居乐集团(03383)涨2.47%，碧桂园(02007)涨1.69%，万科企业(02202)涨1.28%。消息面上，中信证券研报认为，尽管房地产市场仍然处于下行阶段，但新房供给过大的局面已经扭转，房价过高的情况已经明显缓解，市场具备止跌回稳的基础。在开发业务层面，看好新货比较充分，营建好房子的能力较强，且新货布局区域集中在杭州、上海、成都等地的公司。在经营性不动产领域，看好运营能力突出，资产组合优越的企业。此外，日前，全国多个城市确实密集优化了房地产政策，以更好地支持合理的住房需求。东莞对购买新房、符合条件的购房人给予购房合同总价2%、最高不超过3万元的购房补贴；四川房地产消费要持续用力止跌回稳 “一城一策”制定住房支持政策；9月23日，广州出新政，房企自持住房可入市销售。
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