核心观点：本周中信房地产指数下跌2.62%，沪深300下跌0. 08 %，板块跑输大盘。本周中央经济工作会议召开，整体来看本次会议延续“稳楼市”的政策不变；在供给层面会议强调要因城施策控增量、去库存、优供给，预计库存较高地区宅地供应有所限制，同时可协同收购存量商品房举措来消化存量库存；需求端预计各地将继续通过优化公积金政策、推出购房补贴、实施以旧换新等方式来降低居民购房成本，释放刚性及改善性需求，...
Source Link核心观点：本周中信房地产指数下跌2.62%，沪深300下跌0. 08 %，板块跑输大盘。本周中央经济工作会议召开，整体来看本次会议延续“稳楼市”的政策不变；在供给层面会议强调要因城施策控增量、去库存、优供给，预计库存较高地区宅地供应有所限制，同时可协同收购存量商品房举措来消化存量库存；需求端预计各地将继续通过优化公积金政策、推出购房补贴、实施以旧换新等方式来降低居民购房成本，释放刚性及改善性需求，...
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