【券商聚焦】中信证券:上海等地积极释放真实住房需求 有助于二手房市场止跌回稳

金吾财讯
Feb 26

金吾财讯 | 根据上海住建委官网,2026年2月25日,上海多部门联合印发通知,进一步调减住房限购政策,优化住房公积金贷款政策,完善个人住房房产税政策。2025年8月8日、8月25日,9月5日,京沪深分别放松房地产政策。2025年12月24日,北京再次放松限购政策。上海作为核心城市,相关政策的优化对于稳定房地产市场预期较为重要。该机构指,上海等地积极释放真实住房需求,有助于二手房市场止跌回稳。商业不动产REITs的发展,则为房地产企业提供了全新的未来。该机构看好优秀房企的资产负债表修复。

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