地产行业周报：上海启动收购二手住房工作国常会研究促投资

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核心观点：本周上海启动收购二手住房工作，首批试点区域为静安区、浦东新区和徐汇区；优先收购总价适中、小户型、区位核心的个人二手房源，所得款项鼓励优先购买各区内新房。收购有望帮助打通置换链条、促进一手库存去化及房价企稳。本周五国常会研究促进有效投资政策措施，指出促进有效投资对于稳定经济增长、增强发展后劲具有重要作用；要在基础设施、城市更新、公共服务、新兴产业和未来产业等重点领域，深入谋划推动一批...

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万方，环比下降6.9%，同比上升146.3%；重点13城二手房成交面积157 万方，环比下降3.3%，同比增长228 .3 %。百城新增供地同环比上升。本周百城新增宅地428 万平，环比上升14.7%，同比上升119.2%。香港二手住宅价格环比上升。本周香港二手住宅价格指数环比上升0.5%，较2025 年年底上升2.2%。行业要闻：1. 上海市：首批二手房收购转保租房项目签约，浦东、静安、徐汇率先试点，将拓宽保租房源渠道；（上海乐居）2. 国常会：研究促投资，重点领域谋划一批重大项目。（第一财经）行业观点与投资建议：看好优质商业地产公司、香港开发商和布局核心城市的开发商及物业公司。本周中信房地产指数下跌0.04%，沪深300 下跌1.33%，板块跑赢大盘。本周上海启动收购二手住房工作，首批试点区域为静安区、浦东新区和徐汇区；优先收购总价适中、小户型、区位核心的个人二手房源，所得款项鼓励优先购买各区内新房。收购有望帮助打通置换链条、促进一手库存去化及房价企稳。本周五国常会研究促进有效投资政策措施，指出促进有效投资对于稳定经济增长、增强发展后劲具有重要作用；要在基础设施、城市更新、公共服务、新兴产业和未来产业等重点领域，深入谋划推动一批重大项目、重大工程；要更好发挥央国企扩投资作用，加大力度支持民间投资发展，形成促进有效投资的合力。城市更新和新增土地投资作为房地产稳投资重要领域，未来趋势和变化值得重视。重点推荐A 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地产行业周报：上海启动收购二手住房工作 国常会研究促投资

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地产行业周报：上海启动收购二手住房工作国常会研究促投资