本报告导读：相比十四五，十五五地产内容需求侧表达更为明确。其中关于清理不合理限制性措施，高质量发展及地产风险化解与国家安全能力建设挂钩的相关提法意义明显。投资要点：投资建议：维 持“增持”评级。相比十四五，十五五地产内容需求侧表达更为明确。其中关于清理不合理限制性措施，高质量发展及地产风险化解与国家安全能力建设挂钩的相关提法意义明显。看好行业迈入稳定，蓝筹竞争格局持续优化。推荐：1）开发类：A 股...
Source Link本报告导读：相比十四五，十五五地产内容需求侧表达更为明确。其中关于清理不合理限制性措施，高质量发展及地产风险化解与国家安全能力建设挂钩的相关提法意义明显。投资要点：投资建议：维 持“增持”评级。相比十四五，十五五地产内容需求侧表达更为明确。其中关于清理不合理限制性措施，高质量发展及地产风险化解与国家安全能力建设挂钩的相关提法意义明显。看好行业迈入稳定，蓝筹竞争格局持续优化。推荐：1）开发类：A 股...
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