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华泰证券:2026上半年二手房高景气

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2026-07-14 02:11:40
回顾2026年上半年,房地产新房市场供需同比仍有所下降,但二手房市场延续高景气,房价“止跌”信号局部显现。据36氪报道,华泰证券研报称,一线城市新房销售同比降幅明显收窄;改善型需求为新房市场重要支撑,二手房市场主要对接刚需,低总价房源占比持续提升。华泰证券认为,租金跌幅持续收窄、租售比改善为市场全面修复铺垫,后续关注房价止跌信号能否从上海向更多核心城市扩散。
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