地产刺激政策

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市场主流观点汇总-20250715
Guo Tou Qi Huo· 2025-07-15 10:59
市场主流观点汇总 2025/7/15 报告说明 关 迪 此报告,意在客观反映行业内期货公司、证券公司对大宗商品各品种的 研究观点,追踪热点品种,分析市场投资情绪,总结投资驱动逻辑等。 本报告不构成个人投资建议,仅供公司内部使用,仅作参考之用。 报告中策略观点和投资逻辑是基于所采纳的机构当周公开发布的研究报 告,对于各期货品种的多空观点、交易逻辑进行整理加工汇总而成,收 盘价数据选择上周五,周度涨跌为上周五较前一周五收盘价变动幅度。 期货从业资格证号:F3036000 投资咨询从业资格证号:Z0016090 黄 恬 期货从业资格证号:F03100883 投资咨询从业资格证号:Z0021089 | 【行情数据】 | | | | | | | --- | --- | --- | --- | --- | --- | | 资产类别 | 细分品种 | 收盘价 | | 周度涨跌情况 | | | 数据时点 | | 2025/7/11 | | 2025/7/7 至 | 2025/7/11 | | | 焦炭 | 1519.50 | 焦炭 | | 6.04% | | | 玻璃 | 1086.00 | 玻璃 | | 5.85% | | ...
6月百强房企销售同比降幅走宽,关注三季度政策窗口
Orient Securities· 2025-07-06 02:45
展望下半年,我们认为随着更多核心城市"好房子"的推出,一二线城市呈现点状 火热,而三四线城市成交规模将延续低位波动。在高得房率改善型住房的拉动下, 2025 年全年新房销售同比降幅可能缩窄,部分高能级城市新房价格企稳。 近期,关于高性价比新房对二手房的挤压效应的讨论比较多,我们认为通过得房 率、层高、地段、户型规划、"显奢"设计营造的部分新房的优势,实际上是地方 政府在地价和规划上让步的表现,自然会使得一部分新房获益。但并不存在新房一 定好于二手房或者二手房一定好于新房,谁的调整机制更灵活谁更受益。 ⚫ 关注三季度政策窗口。2025 年以来,新房市场通过"好房子"政策取得部分楼盘热 销,但是旧库存的去化仍不够理想;二手房方面,通过以价换量,取得不俗的"小 阳春"交易量,但是房价自去年 Q4 以来基本上维持持续回落态势。5 月以来,二手 房价环比下行速度加快,二手交易量自 4 月开始也出现明显回落。统计局 5 月 70 城 新建商品住宅价格环比下降 0.22%、同比下降 4.08%。可以说数据已经进入全面回 落阶段,房地产刺激政策的必要性提高。 三季度,考虑到先前"抢出口"和"抢转口"已透支了部分需求,若后续抢 ...
2025-2031年装饰纸水性印刷墨行业市场运营格局专项调研分析及投资建议可行性预测报告-中金企信发布
Sou Hu Cai Jing· 2025-06-20 01:31
Group 1 - The core viewpoint of the article highlights the steady growth of the decorative paper water-based ink market in China, driven by the increasing demand for decorative paper in the real estate and home furnishing sectors [2][6][10] - The production of decorative paper water-based ink in China reached 108,400 tons in 2023, indicating a significant contribution to the overall decorative paper industry [5][6] - From 2015 to 2023, the sales volume of decorative printing paper in China increased from 490,000 tons to 1,032,500 tons, with a compound annual growth rate (CAGR) of 9.76% [2][4] Group 2 - The recovery of downstream industries, particularly real estate and home furnishing, has been supported by various government policies aimed at stimulating consumption and investment [6][10] - The demand for engineered wood products, such as particleboard and fiberboard, is expected to rise, further increasing the need for decorative paper and its associated water-based inks [7][10] - The trend towards personalized and aesthetically pleasing furniture is anticipated to drive the demand for high-end decorative paper, which will, in turn, boost the market for decorative paper water-based inks [6][10] Group 3 - The decorative paper water-based ink market is projected to experience continued growth due to the increasing urbanization and rising disposable income of residents in China [6][10] - The shift towards engineered wood products as a sustainable alternative to solid wood is expected to enhance the market potential for decorative paper and its inks [10][11] - The overall market for decorative paper water-based inks is likely to expand as the proportion of decorative paper used in engineered wood products increases [10][11]