房地产行业周报(2025年第42周):上海加快“两旧一村”改造 新房二手房成交环比上升

华创证券
Oct 22

板块行情:第42 周(10 月13 日-10 月17 日)申万一级行业指数中,房地产指数下跌2.3%,在31 个一级行业板块中排名第15。政策要闻:地方层面:1)上海:10 月13 日,上海市政府召开四季度工作会议,市委副书记、市长龚正部署城市治理现代化任务,明确实施城市更新行动,加快“两旧一村”改造。会议提出,要高效推进商务楼宇更新提升、老旧工业区更新改造,通过成片更新、功能置换、产业升级等方式...

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