中金：巩固房地产稳定态势关注城改和收储进展看好华润置地(01109)等

智通财经2025-04-29

智通财经APP获悉，中金公司发布研报称，4月25日中央政治局召开会议，对房地产业提出“要持续用力防范化解重点领域风险…加力实施都市更新行动，有力有序推进城中村和危旧房改造。加速建构房地产发展新模式，加大高品质住宅供给，优化存量商品房收购政策，持续巩固房地产市场稳定态势”。中金认为，会议在城中村改造和存量收储方面的表述整体符合先前预期，后市着重重点城市城改落地进度、存量房收储用途等方面自主权、核心...

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中金：巩固房地产稳定态势 关注城改和收储进展 看好华润置地(01109)等

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中金：巩固房地产稳定态势关注城改和收储进展看好华润置地(01109)等