内房股普跌 远洋集团(03377)跌5.17% 机构指限购政策效应衰减后市场观望情绪较重

金吾财讯
11 hours ago

金吾财讯 | 内房股普跌,远洋集团(03377)跌5.17%,融创中国(01918)跌2.14%,龙光集团(03380)跌1.94%,碧桂园(02007)跌1.85%,美的置业(03990)跌1.49%,旭辉控股集团(00884)跌1.47%,龙湖集团(00960)跌1.25%,雅居乐集团(03383)跌1.19%,融信中国(03301)跌1.18%。国家统计局发布2025年1-10月商品房投资和销售数据。1-10月,全国商品房销售面积7.20亿平,同比-6.8%(1-9月-5.5%),其中商品住宅销售面积同比-7.0%;1-10月商品房销售额6.90万亿元,同比-9.6%(1-9月-7.9%),其中商品住宅销售额同比下降9.4%。2025年10月,全国商品房销售面积和金额分别同比-19.6%和-24.3%,单月销售数据降幅环比扩大;单月销售均价同比-6.9%,环比+3.3%,以价换量趋势延续,房价企稳任重道远。开源证券指出,二季度以来,销售数据单月同比降幅整体持续扩大,10月新房市场供应较低、2024年同期新政后基数较高等因素造成单月销售低迷。根据Wind30城数据,10月一线城市商品房成交面积同比-38.2%,限购政策效应衰减后市场观望情绪较重,该机构预计在2024年同期高基数下,11月销售预计将延续低位盘整行情,四季度市场形势依旧严峻。

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