研究｜地产专题分析报告：年末冲刺效应带动新房市场回暖

国金证券股份有...2025-12-23

■核心观点基本内容新房市场年末冲量，重点城市优质项目入市有所增加，带动新房市场整体回暖。本周新房销售面积显著回升，47城新房成交面积录得434.0万平方米，创下10月以来周度成交新高。二手房成交量边际回升，整体延续11月以来的态势。风险提示房价下行幅度和速度超预期，房企债务风险超预期，宏观经济超预期下行。新房方面，本周(12.13-12.19)景气度下行趋缓，新房销售面积显著回升，47城新房成交量...

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