中金：上海推进二手房收储地产积极信号再增加_老虎社区_美港股上老虎

中金：上海推进二手房收储地产积极信号再增加

智通财经网02-04

智通财经APP获悉，中金发布研报称，2月2日，中国建设银行支持上海市第一批收购二手住房用于保障性租赁住房项目签约活动举办，以浦东新区、静安区、徐汇区为试点区，主要聚焦于业主有本区新房置换意愿的、房龄偏大的小户型二手房源。新增土地供给方案决定预期改善的持续性。中金主要观点如下：二手房收储举措对症下药，关注上海、北京库存消化进度该行此前发表观点，当前房地产周期的关键点在库存问题，社会库存演变趋势、存量...

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季度到2025年上半年的土地供给上量有关，因此严控短期土地供给增量对于稳定房价预期至关重要。如在控增量方面再推强有力举措，对于局地房地产市场企稳回升的预期可转为全面积极，从长远看，待房价预期转向明显积极再调节供给节奏，对于财政稳定性和收储资金闭环都更为有利。如局地房地产市场库存改善信号加强，2026年地产股行情或将主要由beta驱动主流配置标的推荐：A股滨江集团、新城控股、招商蛇口，港股华润置地、中国海外发展、建发国际、绿城中国、中国金茂、越秀地产、中海宏洋、保利置业等。对于风险偏好和流动性要求更为宽松的投资者而言，该行认为港股市场正在执行债务重组的部分优质民企也可能具备难得的投资机遇。风险提醒：库存去化速度不及预期；供地体量超预期；经济增长弱于预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}