房地产年度策略报告姊妹篇：2026年房地产行业风险排雷手册

浙商证券股份有...12-11

年度策略观点：2026年我们预计房地产行业将持续筑底，聚焦轻资产+好企业p 投资逻辑：2025年度策略中我们提到房地产核心矛盾逐步从供应居住转变为供应优质的居住。2025年10月十五五规划将房地产放在民生板块，对房地产表述为：“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...

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