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每日热文:房地产股赔率优势突出 研报建议三季度中下旬加配

2026-07-27 10:34:56来源：中财网  


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数据显示，7月前三周样本城市二手房累计网签面积同比增幅较6月全月收窄。2024年6月，北京、上海、广州、深圳二手成交价格同比降幅收窄，12个样本城市平均带看人数同比降幅扩大至负11%，49个样本城市二手房挂牌量环比微增0.2%。同时部分核心城市租金同比走势出现分化，租金回报率整体下降。

一份研报观点认为，当前房地产股票具备赔率优势，建议三季度中下旬开始加大配置。研报指出，板块配置机会分为两个阶段，第一阶段目标是二手房实现去库存，特别是挂牌量单月下降5%或自高点累计下降30%，第二阶段则是房价回升。基于潜在上涨空间与下行压力测算，当前房地产股的赔率优势明显强于今年1-2月和4-5月两轮反弹之前。

研报认为，若出现政策预期改善、基本面回暖预期或市场风格切换等催化因素，板块胜率有望提升，预期收益将快速增加。研报指出，目前宏观流动性环比宽松力度虽有收窄，但股票价格已充分反映较多悲观预期，安全边际较高。随着去库存信号逐步确认，房地产板块估值修复空间值得关注。

关键词： 商业频道 快讯

责任编辑：hnmd003

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