金吾财讯 | 内房股普跌，新城发展(01030)跌4.26%，世茂集团(00813)跌4.17%，中国海外宏洋集团(00081)跌3.73%，中国金茂(00817)跌3.33%，绿城中国(03900)跌2.68%。汇丰环球研究研报指，内房股9月销售较7-8月淡季有所改善，国企销售按年增长16%。虽然市场担心在缺乏重大政策刺激下，第四季度销售将面临挑战，但认为相关因素已反映在市场预期中，投资者更关注未来，包括2026年的销售及盈利展望，以及未来数月住宅价格能否止跌。中邮证券表示，新房成交在低基数与局部需求释放下环比有所增长，但同比仍处低位，二手房市场保持韧性，核心城市成交同比回升。未来地产政策或陆续出台，目前有多个新一线城市，包括合肥、重庆、成都、南京、珠海、佛山等，正研究房地产市场最新政策举措，进一步激发改善性住房需求，针对性加大购房支持，相关举措后续将陆续出台。地方政策从“需求刺激”向“供给提质”转型，长期利于行业结构优化，但价格端仍承压，居民观望情绪尚未根本扭转。
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