金吾财讯 | 中国银河证券表示，由于去年924政策出台后，十~十一月表现相对较好，因此2025年11月同比表现承压。2025年12月，中央经济工作会议提出“着力稳定房地产市场”，该机构认为政策工具箱有望因城施策打开。目前行业的销售受到去年基数相对较高等因素的影响，同比表现承压；房企由于行业整体依然处于筑底阶段尚未完全修复投资信心，因此投资端开工、竣工等同比降幅均扩大。2025年12月中央经济工作会议提出“着力稳定房地产市场”，该机构认为头部房企展现优秀的运营管理能力具有资金优势，市占率有望进一步抬升。
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