责任编辑：石秀珍 SF183 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月10日，万科境内债"22万科04"涨超42%，"23万科01"涨超34%，"22万科06"、"22万科02"、"21万科 06"涨超33%，"21万科04"涨超30%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月10日，万科境内债"22万科04"涨超42%，"23万科01"涨超34%，"22万科06"、"22万科02"、"21万科 06"涨超33%，"21万科04"涨超30%。 责任编辑：石秀珍 SF183 ...

午后，地产股强势拉升。截至发稿，世联行、华夏幸福等多股涨停。 港股内房股走高。截至发稿，万科企业涨超15%，融创中国涨超12%，中国金茂涨逾9%，金辉控股涨超8%。 | | | 中华内房股 1293.05 2.65% | | | | --- | --- | --- | --- | --- | | 成分股 | 箇況(F10) | 基金 | 资金 | 新闻 | | 名称代码 | | 最新 | 涨幅÷ | 成交额 | | 万科企业 AH HK2202 | | 3.86 | 15.57% | 7.17亿 | | 融创中国 | | 1.39 | 12.10% | 4.04亿 | | HK HK1918 | | | | | | 中国金茂 | | 1.28 | 9.40% | 1.21亿 | | HK HK0817 | | | | | | 金辉控股 | | 2.16 | 8.54% | 3253.5万 | | HK HK9993 | | | | | | 建发国际集团 | | 16.73 | 5.35% | 8145.7万 | | HK HK1908 | | | | | | 贝壳-W | | 44.16 | 3.66% | ...

每经AI快讯，12月10日，万科港股一度飙升19%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The Chinese real estate stocks experienced a strong rally in the afternoon, with significant price increases observed in several major companies, driven by expectations of policy easing due to further deterioration in the fundamentals of the sector [1] Group 1: Stock Performance - Vanke Enterprises (02202) saw a peak increase of 16.47%, reaching HKD 3.89 [1] - Sunac China (01918) rose by 12.56%, trading at HKD 1.39 [1] - Jin Hui Holdings (09993) increased by 11.56%, with a price of HKD 2.22 [1] - Shimao Group (00813) experienced a rise of 9.85%, priced at HKD 0.223 [1] - Agile Group (03383) climbed by 9.68%, reaching HKD 0.34 [1] Group 2: Analyst Insights - Caixin Securities indicated that the expectation of policy easing due to further declines in fundamentals could lead to a valuation recovery in the sector in the short term [1] - The firm suggested focusing on valuation recovery opportunities driven by policy easing in the short term, while in the medium to long term, attention should be on leading companies with core city resources and real estate operational capabilities [1] - Galaxy Securities highlighted that risks in real estate, small financial institutions, and local debts may be key areas for future policy focus [1]

中邮证券认为，高层近期强调"深入实施城市更新行动"，将其与稳楼市、消除安全隐患结合，要求2026 年底前完成地市级城市更新专项调查，划定保护底线。同时，"好房子"建设标准进一步明确，要求新供 土地原则上满足绿色建材应用比例不低于70%、智慧社区配套率100%等，重庆、常州等地已出台地方 版"好房子"建设十条，推动产品力升级。此外，多地发放购房补贴，实现需求端松绑与供给端优化并 举，"因城施策"稳楼市预期。 财信证券认为，短期看，基本面进一步下行带来的政策宽松预期有望推动板块估值修复，长期需关注房 企在新模式下的发展机遇。我们建议短期关注政策宽松带来的估值修复机会，中长期聚焦具备核心城市 资源和不动产运营能力的龙头企业。 截至13:39，A股三大指数全线调整，上证指数跌0.46%，深证成指跌0.36%，创业板指跌1.05%。房地产 ETF基金（515060）上涨3.23%，最新报价0.734元，盘中换手率6.25%。成分股涨跌互现，世联行领涨 10.07%，万科A上涨10.06%，海南高速上涨9.97%，财信发展上涨9.94%，华夏幸福上涨9.92%；盈新发 展领跌2.03%，首开股份下跌1.37%，万通发展下 ...

Group 1 - Vanke A shares surged to the daily limit, with a closing order amount exceeding 2.7 billion [1] - Hong Kong real estate stocks also rose, with Vanke Enterprises up over 17%, and other companies like R&F Properties and Sunac China increasing by over 12% [1] - The real estate sector overall saw a gain of 1.89% [2] Group 2 - Several of Vanke's domestic bonds increased by over 30%, including "23 Vanke 01", "21 Vanke 06", and "21 Vanke 04", while "22 Vanke 02" rose by nearly 29% [3]

Group 1 - Vanke A's stock surged to a limit-up of 5.25 yuan on December 10, with a trading volume exceeding 2.57 billion yuan [2][3] - The bond "21 Vanke 06" experienced a significant increase of 162.3% during the trading session [2] Group 2 - Huachuang Securities highlights three key issues in the current real estate market: declining new home demand, unresolved inventory, and the negative impact of land finance on the economy [6] - For development-focused real estate companies, high land acquisition precision is essential to ensure asset yield, with regional deep cultivation firms being more suited to the current market trend [6] - Stable dividend assets are identified as a focus area, particularly leading shopping centers that can maintain or even grow rental income despite consumer downturns [6] - Another important direction is leading real estate agencies that enhance transaction efficiency through strong management of agents and centralized trading systems [6]

每经AI快讯，12月10日，深交所称"21万科06"、"22万科02"上涨达到或超过30%，盘中临时停牌。 ...

责任编辑：栎树 经济日报指出，房地产市场正逐步走向增量和存量并重阶段。当前房地产市场处于新旧模式转换时期， 转型需要一定时间。房地产市场虽有所波动，但总体而言，稳楼市政策成效仍在继续显现。理性看待当 前开发投资下降。我国房地产市场已进入供需基本平衡阶段。与过去快速发展阶段相比，当前新建商品 住宅供给减少，这既是各地落实严控增量的正向反应，也是市场自发调整的结果。我国房地产业将坚定 不移走内涵式发展、高质量发展道路，在增量和存量并重、迭代更新、服务赋能中仍有大量新机会、新 动能、新价值。在加快实现房地产业转型升级、重塑房地产业价值链的过程中，房地产市场健康发展可 期。 股票频道更多独家策划、专家专栏，免费查阅>> 午后房地产股拉升，板块内4只个股涨停，世联行、万科A、财信发展、华夏幸福、广宇集团涨停，特 发服务涨超10%，中国武夷一度涨停，金地集团、保利发展涨超6%，绿地控股等涨超5%。港股内房股 同步走高，万科企业股价一度飙升19%，融信中国、融创中国涨超12%，世茂集团涨11%，中国金茂涨 逾9%，碧桂园涨超5%。 | 名称 | 现价 | | 涨跌 涨跌幅▼ | 成交额 | 年初至今 | | --- | - ...

Group 1 - Real estate stocks experienced a significant afternoon rally, with Vanke A hitting the daily limit, Hainan Airport rising over 7%, Poly Development increasing by over 5%, and New Town Holdings and Huafa Group both up over 3% [1] - Real estate-related ETFs rose by more than 3% due to market influences [1] Group 2 - The current fundamentals of real estate companies are in a "bottoming" phase, with expectations for policy support and stabilization of the industry fundamentals to drive market trends in the near future [2] - The industry is expected to shift from "high leverage, high turnover" to a focus on "quality, service, and sustainability," with urban renewal expected to unlock potential in existing stock [2]