内房股普遍下挫 绿城中国(03900)跌4.55% 研究指房地产市场仍处于筑底过程

金吾财讯
Jul 09

金吾财讯 | 内房股普遍下挫,融创中国(01918)跌3.39%,中国海外宏洋集团(00081)跌3.57%,越秀地产(00123)跌3.62%,融信中国(03301)跌3.77%,龙湖集团(00960)跌3.80%,远洋集团(03377)跌3.92%,中国金茂(00817)跌4.48%,绿城中国(03900)跌4.55%,旭辉控股集团(00884)跌5.00%。

消息面上,中指研究院发布《2026上半年中国房地产市场总结&下半年趋势展望》,预计下半年供需两端政策将继续发力,稳房价或成为重要着力点。总体来看,房地产市场仍处于筑底过程中,市场修复将延续分化特征。展望下半年,核心城市二手房市场有望保持一定活跃度,成交持续改善叠加挂牌趋稳将进一步带动价格跌幅收窄,部分城市价格企稳基础逐步增强。

新房方面,在2025年同期基数较低影响下,下半年全国新房销售同比降幅有望逐步收窄,但市场全面修复仍需时间。核心城市“好房子”项目持续入市、公积金等支持政策持续发力,将继续对市场形成一定支撑;但“控增量、去库存”导向下,新房供应或将延续缩量态势,市场修复仍将以优质供给带动的结构性改善为主。

开工投资端来看,受房企销售回款承压和“以销定投”策略影响,新开工及房地产开发投资预计仍将在低位运行。整体来看,随着2025年同期基数回落,下半年全国新房销售同比降幅有望有所收窄。预计全年新建商品房销售面积约8.1亿平米,同比下降7.8%

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