最近，长沙楼市迎来一则重磅消息：长沙市资规局发布了长沙市本级（六区）2025年度国有建设用地供 应计划，咱们买房人可得重点关注！ 这次计划明确，2025年长沙新增建设用地将控制在1432.65公顷以内。重点来了，南部融城片区、大泽 湖片区、黑石铺片区等，都是今年开发建设的"主角"。 住宅用地供应方面，全年总量407.43公顷。而且，供地时间安排得明明白白，2月、5月、8月、11月分4 次公布清单，每次供地还讲究"肥瘦搭配"，就是为了稳定市场，避免好地块扎堆入市。 这里要给大家划重点，计划还指出了"有四个严禁"：严禁违规向个人出让住宅用地，严禁开发建设别 墅；严禁平台公司"托底拿地"虚增财政收入；还严禁污染地块用于"一住两公"项目。这波操作，就是要 给咱们购房者吃下"定心丸"！ 整体来看，这次供地计划有三大变化：总量控制更严，体现"以人定房"；供应节奏更稳，市场预期更明 确；监管红线更紧，土地市场更规范。 对咱们买房人来说，这些重点片区的开发可是重大利好！尤其是南部融城片区，结合湖南承办2029年全 运会的消息，未来地铁、学校、医院等配套都会逐步落地，奥体中心周边地块肯定会成为开发商的"必 争之地"，房价走势值 ...

Group 1: Report Investment Rating - No information provided Group 2: Core View - The current market has basically priced in the negative impact of overseas tariff policies and the positive impact of domestic policies, and the impact of tariff policies on the A-share market has diminished. With a relatively quiet news background, the trading volume of the two markets has continued to shrink, approaching 1 trillion yuan. Today, the large-cap stock index was relatively resilient, and the dividend index led the gains. Market sentiment was cautious. The historical quantiles of the volume-weighted average basis of IF, IC, and IM were all below 5%, at historical lows. The market is waiting for a new round of drivers, and it is expected to mainly fluctuate within a range [6] Group 3: Market Review - Today, the stock index showed mixed performance, with the large-cap index closing higher and the small and medium-cap index closing lower. In terms of capital flow, the trading volume of the two markets decreased by 20.028 billion yuan. In the futures index market, IF and IC declined with increasing volume, IH rose with decreasing volume, and IM declined with decreasing volume [4] Group 4: Important Information - US Treasury bonds were sold off, and the US dollar index declined, which was interpreted by the market as a significant decline in global investors' confidence in US dollar assets. US Treasury Secretary Bezant tried to downplay the impact of the recent heavy selling of US Treasury bonds, refuting the market speculation that foreign investment institutions had significantly sold off US Treasury bonds, and stating that the US Treasury Department has a "policy toolbox" to deal with abnormal turbulence and market imbalances in the Treasury bond market, including increasing the Treasury Department's repurchase of Treasury bond assets [5] - Major cities have successively released their 2025 land supply plans or annual housing development plans. Under the policy orientation of strictly controlling new supply, the supply of residential land in most cities has significantly decreased this year [5] Group 5: Strategy Recommendation - Hold positions and wait and see [7] Group 6: Futures Index Market Observation - The intraday percentage changes of the main contracts of IF, IH, IC, and IM were -0.12%, 0.08%, -0.09%, and -0.22% respectively [7] - The trading volumes of IF, IH, IC, and IM were 93,397, 45,782, 92,479, and 225,722 respectively [7] - The trading volume changes of IF, IH, IC, and IM were 0.0759, -0.2514, 0.6933, and -0.8173 respectively [7] - The open interest of IF, IH, IC, and IM were 266,683, 93,043, 213,688, and 332,317 respectively [7] - The open interest changes of IF, IH, IC, and IM were 3,409, -456, 2,548, and -1,397 respectively [7] Group 7: Spot Market Observation - The percentage change of the Shanghai Composite Index was 0.15% [8] - The percentage change of the Shenzhen Component Index was -0.27% [8] - The ratio of rising stocks to falling stocks was 0.86 [8] - The trading volume of the two markets was 107.7194 billion yuan, with a decrease of 20.028 billion yuan compared to the previous period [8]