金吾财讯 | 华泰证券表示，12月30日，财政部、税务总局两部委联合发布公告，明确自2026年1月1日起个人住房增值税新政，核心在于统一征收标准、降低交易成本。新政将持有不满2年的住房交易增值税率从5%降至3%，并正式全面消除地域差异，该机构认为此举有望激活二手房流通效率，疏通改善需求置换链条，最关键的是从税制改革的角度，体现中央“稳定房地产市场”的鲜明态度。需求侧置换链条的改善，叠加供给侧品质优化，有望为有产品力的房企带来机遇，重塑企业市场地位和竞争格局。该机构提到，近期政策纷至沓来，此次增值税新政和住建部会议精神以及北京新政一脉相承，都是践行中央经济工作会议上所传达的“稳定房地产市场”的思路。交易链条的疏通为稳市场蓄势，“优供给”导向有望推动企业竞争格局重塑。重点推荐：1、兼具“好信用、好城市、好产品”的“三好”地产股；2、依靠运营能力在市场调整中掌握现金流生命线的房企；3、受益于香港市场复苏的香港本地房企；4、受益于稳健现金流、具备分红优势的物管企业。
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