中信证券研报认为,中信证券周期房地产新周期开启的房地信号已经出现,但房价止跌还需政策临门一脚。产新潘越云相信2025年4月—5月是开启政策前置的关键窗口期,主要的号已可能政策包括进一步降低居民购房资金成本,合理满足改善置业需求,经出扩大存量土地收储和加强对房企的中信证券周期流动性支持。中信证券认为房价将迎来长周期的房地底部,看好能建设好房子、产新潘越云在运营好资产、开启在提供好服务的号已房地产开发企业和服务平台。
经出 经出3619
7567
2025-04-12 00:00:00
7585
5964
2025-04-12 00:00:00
433
19
2025-04-12 00:00:00
53545
62121
2025-04-12 00:00:00
4
55597
2025-04-12 00:00:00
33
59
2025-04-12 00:00:00
475
99
2025-04-12 00:00:00
4
64426
2025-04-12 00:00:00
1166
11
2025-04-12 00:00:00
89321
5771
2025-04-12 00:00:00
759
811
2025-04-12 00:00:00
642
64427
2025-04-12 00:00:00
3
36912
2025-04-12 00:00:00
4393
7274
2025-04-12 00:00:00
6941
444
2025-04-12 00:00:00
93
1975
2025-04-12 00:00:00
45393
348
2025-04-12 00:00:00
72954
891
2025-04-12 00:00:00
9993
444
2025-04-12 00:00:00
7
8
2025-04-12 00:00:00
1417
21242
2025-04-12 00:00:00
1179
63874
2025-04-12 00:00:00
8
422
2025-04-12 00:00:00
51859
3589
2025-04-12 00:00:00
99651
959
2025-04-12 00:00:00
13121
36241
2025-04-12 00:00:00
67
2
2025-04-12 00:00:00
98767
9
2025-04-12 00:00:00
42944
33448
2025-04-12 00:00:00
4456
4629
2025-04-12 00:00:00
322
71
2025-04-12 00:00:00
9
5847
2025-04-12 00:00:00
21
9
2025-04-12 00:00:00
198
92
2025-04-12 00:00:00
23611
3
2025-04-12 00:00:00
131
1
2025-04-12 00:00:00
7
6
2025-04-12 00:00:00
856
492
2025-04-12 00:00:00
199
4152
2025-04-12 00:00:00
4446
3844
2025-04-12 00:00:00
1157
627
2025-04-12 00:00:00
1
2
2025-04-12 00:00:00
562
96173
2025-04-12 00:00:00
86
6961
2025-04-12 00:00:00
18
817
2025-04-12 00:00:00
876
81
2025-04-12 00:00:00
2
6
2025-04-12 00:00:00
58443
551
2025-04-12 00:00:00
85
679
2025-04-12 00:00:00
78
7265
2025-04-12 00:00:00
67
848
2025-04-12 00:00:00
69562
362
2025-04-12 00:00:00
42
95
2025-04-12 00:00:00
74
3999
2025-04-12 00:00:00
28
638
2025-04-12 00:00:00
874
588
2025-04-12 00:00:00
5778
1395
2025-04-12 00:00:00
7764
7946
2025-04-12 00:00:00
837
5
2025-04-12 00:00:00
69886
2
2025-04-12 00:00:00
6
7
2025-04-12 00:00:00
2
36
2025-04-12 00:00:00