智通财经APP获悉，内房股今日普跌，截至发稿，融创中国(01918)跌3.85%，报1.5港元；融信中国(03301)跌3.31%，报0.175港元；新城发展(01030)跌2.19%，报2.23港元；绿城中国(03900)跌2.05%，报8.59港元。
华泰证券发布研报称，宏观视角下，当前地产周期磨底进入“深水区”，更看好以一线城市为代表的核心城市复苏节奏。策略视角下，地产链板块风险消化或已较为充分，优质企业有望受益于业绩预期改善及龙头进阶的双重逻辑。
申万宏源则预计，三季度房企业绩仍将继续承压，主要源于2021年后销售连续下降导致结算下降；前期降价促销推动当期结算影响利润率低位。但考虑到随着政府要求房地产行业“止跌回稳”以及企业利润率见底、减值出清，综合预计25-26年板块业绩有望底部震荡中弱复苏，并且企业之间业绩分化也将进一步加剧。
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