房地产政策支持

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突发!万科,罕见涨停!发生了什么?
券商中国· 2025-08-25 07:32
万科飙涨。 8月25日,万科A股价直线拉升,盘中一度强势涨停。万科H股盘中一度大涨超15%。有分析指出,万科股价大涨的主要原因是,其最新披露的半年报缓解了市场对公 司债务压力的担忧。 与此同时,房地产行业正密集迎来利好政策。日前召开的国务院第九次全体会议要求,采取有力措施巩固房地产市场止跌回稳态势。今日午间,上海6部门联合印发 《关于优化调整本市房地产政策措施的通知》,对部分楼市政策进行松绑。此外,北京、海南、成都、福州等地近期密集出台限购松绑及公积金支持措施。 有券商机构认为,在政策支持下房地产市场正逐步企稳,预计随着稳销售、稳资金等政策持续落地,行业有望迎来底部企稳,看好房地产板块的中长期配置机会。 万科罕见涨停 8月25日,A股开盘后,万科A股价直线拉升,盘中一度强势封板,这对于持续回调的万科A来说,实属罕见。不过,午后涨停板打开,截至收盘,万科A涨幅达 9.15%。万科H股股价亦大幅走强,盘中一度大涨超15%。 | 万 科A | | | | --- | --- | --- | | 00002 融 深股通 L1 ▼ | | | | 7.22 最低 今开 6.66 最高 7.16 | | 6.65 | | ...
“千亿俱乐部”房企,仅剩4家
财联社· 2025-07-02 12:28
Core Viewpoint - The real estate industry is experiencing a contraction, with a significant decrease in sales among top companies, indicating a shift in market dynamics and competitive landscape [1][2]. Group 1: Sales Performance - In the first half of 2025, the total sales of the top 100 real estate companies amounted to 18,364.1 billion yuan, a year-on-year decline of 11.8% [1]. - Only four companies surpassed the 100 billion yuan sales threshold, a reduction of two compared to the previous year, with Poly Developments leading at 145.2 billion yuan [2]. - Despite overall poor performance, June saw a month-on-month sales increase of 14.7% for the top 100 companies, with nearly 60% reporting growth [2][3]. Group 2: Land Acquisition Trends - The focus of real estate companies is shifting towards core cities, with land transaction volumes increasing by 18.4% year-on-year in the first half of 2025 [4]. - The top 100 companies' total land acquisition amounted to 506.55 billion yuan, reflecting a 33.3% increase year-on-year [5]. - The structure of land acquisition is improving, with a decrease in local state-owned enterprises' share and an increase in central state-owned and private enterprises' participation [5]. Group 3: Policy Support and Market Outlook - The real estate sector is expected to receive continued policy support, with anticipated positive fiscal and monetary measures to stabilize the industry [6]. - There is potential for further reductions in mortgage rates and easing of purchase restrictions in certain cities to support homebuyers [6].