“十五五”规划建议锚定好房子建设，房企四季度如何展望？

腾讯自选股11-04

11月4日，房地产板块短线拉升，中国武夷、华夏幸福拉升涨停，光大嘉宝此前封板，合肥城建、津滨发展、珠江股份跟涨。消息面上，10月份以来，全国超20地推出支持举措，从优化住房公积金政策、推进“好房子”建设、发放购房补贴等角度发力，助力“银十”期间住房需求的释放，进一步促进房地产市场平稳健康发展。在优化住房公积金政策方面，支持房贷“商转公”成为多地政策发力的重点。此外，“十五五”规划建议：推动房地产...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2580277940?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-04 11:13","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2580277940","market":"hk","top_or_hot":-1,"title":"“十五五”规划建议锚定好房子建设，房企四季度如何展望？","media":"腾讯自选股","content":"<div>\n<p>11月4日，房地产板块短线拉升，中国武夷、华夏幸福拉升涨停，光大嘉宝此前封板，合肥城建、津滨发展、珠江股份跟涨。消息面上，10月份以来，全国超20地推出支持举措，从优化住房公积金政策、推进“好房子”建设、发放购房补贴等角度发力，助力“银十”期间住房需求的释放，进一步促进房地产市场平稳健康发展。在优化住房公积金政策方面，支持房贷“商转公”成为多地政策发力的重点。此外，“十五五”规划建议：推动房地产...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110732a486973a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“十五五”规划建议锚定好房子建设，房企四季度如何展望？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“十五五”规划建议锚定好房子建设，房企四季度如何展望？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110732a486973a&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月4日，房地产板块短线拉升，中国武夷、华夏幸福拉升涨停，光大嘉宝此前封板，合肥城建、津滨发展、珠江股份跟涨。消息面上，10月份以来，全国超20地推出支持举措，从优化住房公积金政策、推进“好房子”建设、发放购房补贴等角度发力，助力“银十”期间住房需求的释放，进一步促进房地产市场平稳健康发展。在优化住房公积金政策方面，支持房贷“商转公”成为多地政策发力的重点。此外，“十五五”规划建议：推动房地产...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110732a486973a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03316","symbol_name":"滨江服务","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110732a486973a&s=b","article_id":"2580277940","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104110732a486973a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580277940","pubTimestamp":1762226007,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"消息面上，10月份以来，全国超20地推出支持举措，从优化住房公积金政策、推进“好房子”建设、发放购房补贴等角度发力，助力“银十”期间住房需求的释放，进一步促进房地产市场平稳健康发展。此外，“十五五”规划建议：推动房地产高质量发展。建设安全舒适绿色智慧的“好房子”，实施房屋品质提升工程和物业服务质量提升行动。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"03316":"滨江服务","01209":"华润万象生活","02156":"建发物业","00817":"中国金茂","BK1158":"综合支持服务","BK1542":"内地物业管理股","00960":"龙湖集团","02869":"绿城服务","01109":"华润置地","06049":"保利物业","03900":"绿城中国"},"translate_title":"The \"15th Five-Year Plan\" suggests anchoring housing construction. How do real estate companies look forward to the fourth quarter?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00817":0.9,"00960":0.9,"02156":0.9,"03900":0.9,"03316":0.9,"01209":0.9,"02869":0.9,"01109":0.9,"06049":0.9},"content_text":"11月4日，房地产板块短线拉升，中国武夷、华夏幸福拉升涨停，光大嘉宝此前封板，合肥城建、津滨发展、珠江股份跟涨。消息面上，10月份以来，全国超20地推出支持举措，从优化住房公积金政策、推进“好房子”建设、发放购房补贴等角度发力，助力“银十”期间住房需求的释放，进一步促进房地产市场平稳健康发展。在优化住房公积金政策方面，支持房贷“商转公”成为多地政策发力的重点。此外，“十五五”规划建议：推动房地产高质量发展。加快构建房地产发展新模式，完善商品房开发、融资、销售等基础制度。优化保障性住房供给，满足城镇工薪群体和各类困难家庭基本住房需求。因城施策增加改善性住房供给。建设安全舒适绿色智慧的“好房子”，实施房屋品质提升工程和物业服务质量提升行动。建立房屋全生命周期安全管理制度。展望四季度楼市，国投证券表示，核心城市方面，头部房企保持拿地强度，优质项目集中入市，预计将进一步驱动销售增长。非核心城市则受益于房价充分调整和房贷利率下行，租金回报率优势凸显，住房消费属性增强。建议关注两条主线：一是核心城市优质房企优质项目入市带来的销售规模增长，二是具备租金回报率优势的三四线城市，在房屋回归消费属性下，销售规模自然触底。建议关注困境反转类房企：金地集团、新城控股等；保持拿地强度的龙头绿城中国、中国金茂、滨江集团等；多元经营稳健发展的地方国企浦东金桥、外高桥等。开源证券则表示，二季度以来，销售数据单月同比降幅整体持续扩大，楼市“金九”成色不足。根据Wind 30 城数据，京沪深三城限购调整后，9 月一线城市商品房成交同比+16.1%，整体效果明显。我们跟踪的重点城市10 月前三周一线、二线和三四线商品房成交面积分别-24.7%、-25.8%、-37.6%，在2024 年同期高基数下10 月销售预计将延续低位盘整行情，“银十”市场形势依旧严峻。推荐标的：（1）布局城市基本面较好、善于把握改善型客户需求的强信用房企：绿城中国、招商蛇口、中国海外发展、建发股份、滨江集团、建发国际集团；（2）住宅与商业地产双轮驱动，同时受益于地产复苏和消费促进政策：华润置地、新城控股、龙湖集团；（3）“好房子，好服务”政策下服务品质突出的优质物管标的：华润万象生活、绿城服务、保利物业、招商积余、滨江服务、建发物业。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2580277940","isCrawlerRequest":true}