中信证券:地产政策再宽松 住宅开发更聚焦核心城市

格隆汇
Aug 21
中信证券研报认为,8月20日,上海出台《关于优化本市房地产政策措施的通知》。相信本轮政策加持有望进一步推动真实居住需求入市,并且自下而上进一步打开置换链条,2026年下半年上海能够延续房价小幅回升态势。 公积金在核心城市可用余额规模更大,可供购房提取和发放公积金贷款的空间更大,即一线城市的购房增量资金支持潜力更大。 住宅开发领域,一线城市,加上个别二线城市有明显的优势。这些城市人口基数更大,房租更早企稳,核心城市过去十年新建商品房规模更少。未来的开发在区域上将更聚焦核心城市。

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