金吾财讯 | 内房股逆市走弱，截至发稿，龙湖集团(00960)跌5.22%，融信中国(03301)跌4.27%，远洋集团(03377)跌3.75%，万科企业(02202)跌3.23%，华润置地(01109)跌3.23%，龙光集团(03380)跌3.08%，融创中国(01918)跌2.94%。消息面上，大和发表研究报告指，今年上半年，中国房地产行业盈利受到利润率压缩及大额减值损失影响，认为这些逆风可能下半年持续。其追踪的中国房地产开发商在2025年上半年收入按年增长8%，但净利润按年下降27%，认为利润率压力仍是最大阻碍。上市开发商的毛利率在2025年上半年，按年进一步下降0.7个百分点至14.8%，主要受发展物业(DP)稀释影响，维持行业“中性”评级。
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