周四，A股15连阳，不过今日实际小幅收跌。根据交易所数据，上证指数跌0.07%报4082.98点，深证成指跌0.51%，创业板指跌0.82%，沪深300跌0.82%，科 创50涨0.82%。 沪深两市3533股上涨，1514股下跌，136股持平，合计成交额2.80万亿元，较前一交易日缩量约538.34亿元；大盘主力资金净流出536.40亿元，航天航空主力 资金净流入46.53亿元居首，通信设备主力资金净流出95.05亿元居首。 题材板块中，太空算力、船舶制造、相控阵天线、深海科技、低轨卫星等涨幅居前，白银、能源金属、钨、保险、券商等跌幅居前。 针对当前市况，资深市场人士徐小明指出，上证指数连红15个交易日，这是近好多年的连红纪录，虽然涨幅加起来不大。 徐小明分析，在这里六大指数日线都有过顶部钝化，目前除了上证指数、还有中证500和上证50钝化消失，深成指、创业板指数、沪深300指数钝化还在，并 且级别较大，大概率有顶部结构。指数之间的分化代表了分歧，分歧很难形成大的高点或低点。 "今天的分时图也出现分化，除了指数之间的分化，指数和个股也明显分化，今天下午最低迷的时候，上涨家数接近下跌家数的两倍，指数跌了很多但 ...

另据麟评居住大数据研究院监测数据显示，2025年12月100个重点城市二手住宅市场均价为13531元/平 方米，环比下跌0.43%，同比下跌4.3%，环比跌幅较上月收窄0.1个百分点。其中，一线城市市场均价为 52885元/平方米，环比下跌0.36%，同比下跌4.99%。该机构认为，2025年房地产市场价格仍在探底中， 止跌回稳的效果并不显著，从累计数据上看，2025年降幅较2024年有所收窄，从2024年的快速下跌转入 到缓慢下跌的阶段。2026年的房地产市场政策将会持续宽松，房价跌幅将会继续收窄，核心城市、核心 区域的房价将会实现真正意义上的止跌回稳。 12月30日，财政部、税务总局联合发布关于个人销售住房增值税政策的公告。公告提到，个人(不含个 体工商户中的一般纳税人)将购买不足2年的住房对外销售的，按照3%的征收率全额缴纳增值税；个人 将购买2年以上(含2年)的住房对外销售的，免征增值税。本公告自2026年1月1日起施行。 在业内人士看来，此次个人销售住房增值税新政核心变化主要是税率的调整，此前个人销售购买不足2 年的住房按5%征收率缴增值税，新规将该税率降至3%。 广东省住房政策研究中心首席研究员李 ...

Core Viewpoint - The Harbin Natural Resources and Planning Bureau has announced the online auction of a state-owned construction land use right in the Nangang District, with a starting price of 201.76 million yuan for a plot of 29,811.46 square meters, scheduled for bidding on October 27, 2025 [1][4]. Group 1: Land Details - The land plot is located in the area surrounded by Zhengyi Road, Xueyuan New City, and the planned Nangang East-West Street [4]. - The land use is classified as secondary residential land compatible with commercial use, with a land use period of 70 years for residential and 40 years for commercial [4]. - The maximum above-ground building area is set at 53,660 square meters, with a floor area ratio not exceeding 1.8 and a height limit of 80 meters [4]. Group 2: Surrounding Environment - The site is relatively flat with some trees and debris, and is adjacent to residential areas such as Xueyuan New City and Zhengyi Garden, contributing to a strong residential atmosphere [5]. - Nearby amenities include the Yuexing Park, providing open recreational space for residents [5]. - Transportation is convenient with multiple bus routes available, although the nearest subway station is over 1.5 kilometers away, indicating average accessibility to rail transit [8]. Group 3: Market Context - The auction of the Zhengyi Road plot aligns with Harbin's 2025 land market strategy, focusing on optimizing land resources and ensuring a healthy market cycle through the management of existing land supply [10]. - The city plans to supply 164.54 hectares of residential land in 2025, with over 20 residential plots expected to be auctioned in the fourth quarter, emphasizing a targeted approach based on market demand [10]. - The land supply strategy aims to revitalize idle and existing land, enhancing land utilization efficiency to support urban development and market stability [10].