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房地产行业2026年投资策略研究报告-48页(附下载)

  • 2026-03-30 01:51:50
房地产行业2026年投资策略研究报告-48页(附下载)

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基本面:新房销售仍处收缩区间,2025年1-11月新建商品房销售面积同比-7.8%,新建商品住宅销售面积同比-8.1%,70城新建住宅价格降幅收窄。城市分化加剧,一线相对韧性。二手房"以价换量"态势未改。库存仍处于高位,一线去化压力相对轻。新开工与竣工收缩明显,新增供给意愿与能力同步走弱。土地市场成交"缩量质"。施工面积下行与购置费负增拖累,房地产开发投资持续承压。政策以"止跌回稳"为目标,推进"好房子"建设。预计2026市场将延续筑底。

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房地产行业2026年投资策略：地产筑底分化，核心主线突围-251231-西南证券-48页

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  135. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/framework/src/think/contract/TemplateHandlerInterface.php ( 1.60 KB )
  136. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
  137. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  138. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/e.15386.cn/runtime/temp/99024188178db16440710d184953c4ae.php ( 12.06 KB )
  140. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000444s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000587s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000283s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000298s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000487s ]
  6. SELECT * FROM `set` [ RunTime:0.000193s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000498s ]
  8. SELECT * FROM `article` WHERE `id` = 458059 LIMIT 1 [ RunTime:0.000371s ]
  9. UPDATE `article` SET `lasttime` = 1775187457 WHERE `id` = 458059 [ RunTime:0.017915s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000293s ]
  11. SELECT * FROM `article` WHERE `id` < 458059 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000472s ]
  12. SELECT * FROM `article` WHERE `id` > 458059 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000396s ]
  13. SELECT * FROM `article` WHERE `id` < 458059 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.021043s ]
  14. SELECT * FROM `article` WHERE `id` < 458059 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.018134s ]
  15. SELECT * FROM `article` WHERE `id` < 458059 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.005212s ]
0.136521s