房地产及建材行业双周报:中央经济工作会议提出着力稳定房地产市场 新一轮政策出台预期提升

东莞证券
Dec 12, 2025

投资要点:房地产周观点:根据易居研究院:11月,一线城市二手住宅成交套数达49033套,创下7个月新高,环比大幅增长20%,甚至超过传统旺季9月的成交水平。前11个月,一线城市二手住宅累计成交519021套,同比增长约5%,为近四年来首次突破51万套大关。但市场分化仍持续,低线城市成交仍相对低迷。中央经济工作会议提出,着力稳定房地产市场,因城施策控增量、去库存、优供给,鼓励收购存量商品房重点用于...

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