金吾财讯 | 中信建投发研报指，开年以来，新房销售以及开竣工等指标延续承压，1-2月销售面积、销售金额、开工面积、竣工面积同比降幅均较上年全年有所扩大，开发投资降幅有所收窄。开年以来一二手房成交表现分化，2月京沪二手房价环比回升，3月以来 “沪七条”政策效果不断显现，上海楼市现企稳迹象，二手房成交热度持续上升，近一周上海二手房成交套数达7233套，创2021年以来新高。该机构看好在核心赛道具备竞争力、杠杆率和规模适中、具备品牌效应的房企以及中介公司。短期来看，上海在政策刺激下二手房成交量回暖，有助于房地产市场量价企稳。长期来看，未来我国房企的业务会继续向经营性业务倾斜，核心城市住房结构不平衡仍为开发业务创造了发展条件。
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