大消费渠道脉搏：性价比驱动楼市“小阳春”，刚需回暖集中于一二线核心区域
Haitong Securities International·2026-02-24 13:32
[Table_Title] 研究报告 Research Report 24 Feb 2026 中国可选消费 China (A-share) Discretionary 大消费渠道脉搏：性价比驱动楼市"小阳春"，刚需回暖集中于一二线核心区域 Consumer Channel Pulse: Value-for-money-driven Tailwinds Lift the Housing Market, with End-user Demand Recovery Concentrated in Core Districts of Tier 1-2 cities 寇媛媛 Yuanyuan Kou 陈芳园 Ashley Chen yy.kou@htisec.com ashley.fy.chen@htisec.com [Table_yemei1] 热点速评 Flash Analysis [(Table_summary] Please see APPENDIX 1 for English summary) 事件：2026 年 2 月 23 日，海通国际举办地产专家会，邀请房地产专家分享近期"地产小阳春"的成因、结构分化、 ...