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中信證券:地產的鬆綁政策可能持續出臺,地產股仍有上漲空間
格隆匯4月11日丨中信證券指出,房地產的三個底——政策底、銷售底和投資底總是順次出現。去年四季度政策底已經明確,3月以來因城施策的政策利好加速涌現,結合以往的規律,銷售的回暖並不遙遠,二季度商品房銷售增速或將見底回升,但投資底仍需等待。對於近期表現較爲搶眼的地產股而言,我們認爲只要經濟下行壓力沒有實質緩解,或地產銷售沒有確認見底,地產的鬆綁政策就可能持續出臺,地產股仍有上漲空間。
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