地产、建材、消费联合专题：看好地产温和复苏重视产业链机会

西部证券01-31

看好地产链机遇1月以来二手房出现持续的反季节成交量反弹，我们认为主要原因有：1)春节比较晚春节前的季节性回落延后；2)股市的财富溢出效应在年初发酵，部分换房客户进场；3)去年底价格跌幅过大导致大量卖家撤盘，卖家撤盘和买家进场供需阶段性错配造成了一定的逼定效果。我们认为此轮小阳春的提前有一定的逻辑支撑，节后如果有政策出台，行情延续到5、6月的概率较大。虽然目前还是温和复苏，但地产股整体持仓比重较低，...

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地产、建材、消费联合专题：看好地产温和复苏 重视产业链机会

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地产、建材、消费联合专题：看好地产温和复苏重视产业链机会