地产股集体大爆发！万科等17只个股涨停，右侧行情可期？

格隆汇04-29

近期，地产股迎来了底部反弹。今日，港A地产股继续上涨，A股地产开发板块指数连续2个交易日收红，港股内房股7个交易日累计上涨19%。截至发稿，A股地产板块中17只个股涨停，华夏幸福、荣盛发展、大龙地产、福星股份、天保基建、南国置业、华远地产涨停。就连行业老大哥万科都涨停了，最新报7.56元/股，成交额33.67亿元，总市值902亿元。港股内房股除了停牌的恒大和碧桂园外，个股全线收红，融创中国涨超...

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Vanke and other 17 stocks have a daily limit, can the market on the right side be expected?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600159":0.9,"600340":0.9,"00813":0.9,"01918":0.9,"000002":0.9},"content_text":"近期，地产股迎来了底部反弹。今日，港A地产股继续上涨，A股地产开发板块指数连续2个交易日收红，港股内房股7个交易日累计上涨19%。截至发稿，A股地产板块中17只个股涨停，华夏幸福、荣盛发展、大龙地产、福星股份、天保基建、南国置业、华远地产涨停。就连行业老大哥万科都涨停了，最新报7.56元/股，成交额33.67亿元，总市值902亿元。港股内房股除了停牌的恒大和碧桂园外，个股全线收红，融创中国涨超23%，世茂集团涨超22%，旭辉控股、中梁控股涨超16%，万科、龙光涨超14%。消息面上，全国各地楼市政策进一步放松，多个热点省会城市放开限购。放松限购+楼市以旧换新昨日，成都市发布通知，从4月29日起，全市范围内住房交易不再审核户籍、社保等购房条件，不再限制购买套数，不再实施公证摇号选房。至此，成都、武汉、合肥、南京、长沙等热点省会城市陆续出台政策，全面放开住房限购。除海南省外，核心城市中，北京、上海、广州、深圳四大一线城市和杭州（新房）、天津、西安等核心区仍维持限购政策。当前，全国楼市仍处筑底阶段，后续更多一线/强二线城市有望跟进优化调控政策。另一方面，为了促销量、提振经济，多个城市推行楼市以旧换新政策。4月27日，南京国企安居建设集团开展存量住房“以旧换新”试点活动，针对主城六区存量住房试行“以旧换新”，试点房源共2000套。日前，深圳市房地产业协会与深圳市房地产中介协会联合发起商品住房“以旧换新”的“换馨家”活动，并公布了第一批21家中介机构和13个房地产项目名单。另据中房报统计，目前已有近50城表态支持“以旧换新”，未来二手房以旧换新的范围或继续扩大。 此外，此前曾提示恒大爆雷风险的瑞银分析师最新表态：“在三年的看跌之后，由于政府的援助，我们第一次对中国房地产行业变得更加乐观。”不过，他也表示，行业今年的销量和价格不会上涨，但降幅会有所缩窄。他认为，一旦房价企稳，过去被压抑的需求将会回归，且地产企业已经在减少供应，国内住房库存可能明显下滑。整体来看，地产行业基本面依然需要等待数据验证，但政策先行，加之前期已经下跌较多，短期存在反弹趋势。左侧行情→右侧阶段目前来看，机构普遍看好政策带来的边际改善，但长期好转的趋势依然需要等待。方正证券认为，地产板块仍处政策催化的左侧行情，有望逐步过渡到基本面配合的右侧阶段。建议关注二手房、稀缺持有物业、高股息等思路。平安证券认为，中长期来看，房价何时企稳仍是决定板块是否有趋势性机会关键，随着下半年基数回落，关注销售端降幅逐步收窄及房价企稳的可能性。房价的企稳将会存在反复，市场对于房价拐点的确认亦会存在反复、到最终形成一致预期，因此板块到时亦存在右侧上车机会。平安证券建议，投资者当下应该：1）考虑板块下行风险有限，可以适度底仓布局等待房价企稳；2）考虑房价底部确认将存在反复，投资者可等待房价见底右侧上车。个股建议关注：土储质量优化、历史包袱较轻的优质房企；同时关注物管、代建、经纪等细分领域龙头、产业链及保障房、城中村改造等主题性机会。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2431026907"}