房地产&建材行业点评:着力稳定房地产市场 政府呵护仍将延续

平安证券
Mar 05

事项:2026 年政府工作报告发布。平安观点:着力稳定房地产市场,探索多渠道盘活存量商品房。报告整体延续2025年末中央经济工作会议定调,强调着力稳定房地产市场,重申因城施策控增量、去库存、优供给,鼓励收购存量商品房重点用于保障性住房等,同时提出探索多渠道盘活存量商品房,预计更多盘活存量商品房举措有望推出。报告明确继续实施适度宽松的货币政策,灵活高效运用降准降息等多种政策工具,促进社会综合融资成本...

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