10月6日， 内房股盘中表现活跃，世茂集团涨超10%，融创中国涨超8%，万科企业涨超4%。
消息面上，继一线城市北京、上海、广州之后，二线城市武汉也跟进出台“8·28”新政细则。根据中指研究院监测数据显示，截至9月24日，全国共出台房地产相关政策超870条，其中三季度全国出台房地产相关政策超280条，延续上半年政策高频落地趋势。
值得注意的是，财政部等多部委发布关于实施居民购房贷款贴息政策的通知。银河证券指出，此次财政贴息重点支持普通家庭新购中小套型、较低价位的住房，主要普惠刚需群体，通过贴息的方式降低月供压力，进而促进刚需群体释放购房需求。结合此前出台的现房销售政策，我们认为具有稳健现金流管理、擅长项目运营的房企有望穿越周期。
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