金吾财讯 | 华泰证券表示，1-2月各地住建局房地产市场高频数据出炉：整体上新房供需同比有所回落，二手房成交保持韧性，但价格出现一定走弱迹象；积极的是二手房挂牌量整体仍在下降，房价进一步下行的压力有望得到一定缓解。此外，上海楼市新政也提供了一线城市政策宽松的样本，有望提振市场参与者信心，为房地产市场存量去化与行业转型注入新动能。2026年初以来，新房市场由于供给因素成交有所回落，但二手房呈现一定积极迹象：成交维持热度、挂牌回落、房价阶段性企稳等，后续需要关注“小阳春”持续性。该机构看好“三好”房企、优秀商业运营商、港资房企、高分红物管公司的投资机遇。重点推荐：1、兼具“好信用、好城市、好产品”的“三好”地产股，尤其是在上海有优质储备的房企；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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