中信证券研报认为,中信证券周期房地产新周期开启的房地信号已经出现,但房价止跌还需政策临门一脚。产新菊豆相信2025年4月—5月是开启政策前置的关键窗口期,主要的号已可能政策包括进一步降低居民购房资金成本,合理满足改善置业需求,经出扩大存量土地收储和加强对房企的中信证券周期流动性支持。中信证券认为房价将迎来长周期的房地底部,看好能建设好房子、产新菊豆在运营好资产、开启在提供好服务的号已房地产开发企业和服务平台。
经出 经出27
338
2025-04-12 00:00:00
4
32761
2025-04-12 00:00:00
5124
9
2025-04-12 00:00:00
47541
1884
2025-04-12 00:00:00
2255
5585
2025-04-12 00:00:00
41173
3722
2025-04-12 00:00:00
8944
889
2025-04-12 00:00:00
499
1621
2025-04-12 00:00:00
38
7448
2025-04-12 00:00:00
283
1
2025-04-12 00:00:00
444
6
2025-04-12 00:00:00
714
964
2025-04-12 00:00:00
313
75993
2025-04-12 00:00:00
53291
516
2025-04-12 00:00:00
8336
9
2025-04-12 00:00:00
5269
75
2025-04-12 00:00:00
17
479
2025-04-12 00:00:00
4843
15463
2025-04-12 00:00:00
2
45764
2025-04-12 00:00:00
87939
7
2025-04-12 00:00:00
38
79481
2025-04-12 00:00:00
1
97
2025-04-12 00:00:00
261
3581
2025-04-12 00:00:00
5392
515
2025-04-12 00:00:00
252
872
2025-04-12 00:00:00
2
2
2025-04-12 00:00:00
13533
74255
2025-04-12 00:00:00
492
35716
2025-04-12 00:00:00
9
16
2025-04-12 00:00:00
3747
9
2025-04-12 00:00:00
5
51479
2025-04-12 00:00:00
427
1
2025-04-12 00:00:00
39
1
2025-04-12 00:00:00
452
2365
2025-04-12 00:00:00
494
647
2025-04-12 00:00:00
41998
28235
2025-04-12 00:00:00
74563
16174
2025-04-12 00:00:00
1
851
2025-04-12 00:00:00
6
62298
2025-04-12 00:00:00
663
7438
2025-04-12 00:00:00
8319
94
2025-04-12 00:00:00
79168
7
2025-04-12 00:00:00
99
6387
2025-04-12 00:00:00
8251
5156
2025-04-12 00:00:00
87
89
2025-04-12 00:00:00
65661
99944
2025-04-12 00:00:00
7
9
2025-04-12 00:00:00
39
1
2025-04-12 00:00:00
8742
75
2025-04-12 00:00:00
8
746
2025-04-12 00:00:00
9281
712
2025-04-12 00:00:00
29484
9661
2025-04-12 00:00:00
76652
195
2025-04-12 00:00:00
1
4
2025-04-12 00:00:00
35674
6
2025-04-12 00:00:00
872
58
2025-04-12 00:00:00
92196
4
2025-04-12 00:00:00
72
7
2025-04-12 00:00:00
78
1
2025-04-12 00:00:00
892
8
2025-04-12 00:00:00
771
7691
2025-04-12 00:00:00
732
21571
2025-04-12 00:00:00