1月28日，内房股盘中多数上涨，中国金茂涨超7%，绿城中国、中国海外宏洋集团涨超6%，碧桂园、新城发展涨超3%，万科企业、融创中国涨超2%。
消息面上，万科债务化解取得重大进展，“22万科MTN004”“22万科MTN005”两笔合计57亿元中期票据，展期议案均获通过。与此同时，万科第一大股东深铁集团向其提供不超过23.6亿元借款，专项用于偿还公司公开市场债券本金与利息。华泰证券此前认为，龙头压力缓释有助于阶段性稳预期，叠加近期地产政策预期升温，有助于带来地产股估值修复机遇。
东北证券指出，2026年开年楼市政策持续加码，央行下调结构性工具利率，保障性住房再贷款利率降至1.25%，商办首付比例从50%降至30%，换房退税政策延期，政策力度明显增强。一线城市供需结构同步改善，市场预期稳步修复。北京新政后新房成交放量，二手房带看与成交回升，价格跌幅显著收窄。上海二手房定金与成交量明显回暖，挂牌量持续下降，价格趋稳。深圳二手房带看与签约量创2025年小阳春以来新高，挂牌价降幅进一步收窄。整体来看，政策支持力度加大叠加一线城市数据改善，楼市量价指标有望加速筑底。
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