地产板块配置价值
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银河证券:头部房企市占率有望进一步抬升
Zheng Quan Shi Bao Wang· 2025-10-22 00:41
Core Viewpoint - The real estate sector is expected to see a rise in demand due to the implementation of relaxation policies in major cities like Beijing and Shanghai by the third quarter of 2025, which will stimulate residents' improvement needs [1] Group 1: Policy Impact - Relaxation policies in major cities are anticipated to boost the real estate market [1] - These policies are expected to enhance the configuration value of the real estate sector [1] Group 2: Company Performance - Leading real estate companies are demonstrating excellent operational management capabilities [1] - These companies possess funding advantages, which may lead to an increase in market share [1]