房地产ETF周报：北京定向松绑五环外限购

恒泰证券2025-08-11

核心观点：二手房市场成交压力进一步加大，上周北上深二手房周均成交面积持续回落，北京二手房成交26.69 万方，环比下降1.14%，周均成交面积接近2024 年5 月水平；上海二手房周均成交36.65 万平方米，接近2024 年10 月水平。二手房成交压力加大，北京定向松绑五环外限购有助于定向去化五环外库存，信号意义积极，持续关注上海、深圳政策跟进的可能性。新房市场上，新房市场上8 月末开发商有望...

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