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A股地产三连板,上海二手房量价齐升

  • 2026-05-09 15:02:02
A股地产三连板,上海二手房量价齐升
【调控风向】 1 - 浙江湖州与江苏泰州推出定向支持政策 >> 湖州对献血量达2000毫升及以上的本人或配偶，首套住房公积金贷款最高限额可上浮30%。泰州则鼓励推出共有产权商品住房，并对符合条件的青年人才购买首套新房给予最高2万元/年的贷款贴息，为期2年。2 - 财政部明确平潭房地产项目不享退税优惠 >> 财政部、税务总局调整平潭综合实验区退税政策，内地销往平潭与生产有关的货物视同出口可退税，但明确将商业性房地产开发项目采购的货物排除在外，涉及宾馆、住宅、商业场所等。3 - 发改委强调着力稳定房地产市场 >> 国家发改委表示将制定2026-2030年扩大内需战略实施方案，推动重大工程尽早开工，并强调要着力稳定房地产市场，打好宏观政策组合拳。【市场动态】 4 - 苏州宅地底价成交，南京高科销售下滑 >> 苏州吴中太湖新城一宗宅地以14.109亿元底价成交，楼面价16500元/㎡。南京高科一季度合同销售金额2.94亿元，同比减少34.65%，销售面积同比减少65.42%。5 - A股房地产板块表现活跃 >> 4月17日，A股房地产板块震荡拉升，京投发展走出三连板，衢州发展等多股涨停。消息面上，上海二手房网签量同比增长近25%，部分城市房价环比上涨。【行业相关】 6 - 广州推动智能建造与建筑机器人应用 >> 广州印发行动方案，提出在房地产、城市更新等项目中探索数字家庭应用，并推动建筑机器人、自动化施工机械的创新应用，助力建筑业转型升级。7 - 房企转型半导体受市场关注 >> 有研报分析，地产行业承压促使部分房企寻求转型，其中一家公司房地产收入占比已降至10%，并计划全面转向半导体，其控股股东在半导体产业链拥有深厚资源。行业分析点评：当日资讯显示政策端持续发力，地方性购房支持政策（如湖州、泰州）精准指向特定群体，旨在释放刚需与改善需求。然而，平潭退税政策将房地产项目排除在外，体现了对资金流向的审慎态度。市场层面，土地市场以底价成交显示房企拿地仍偏谨慎，但二手房市场活跃度（如上海）及股市板块异动反映出市场情绪有所回暖。行业转型与科技赋能（如智能建造）成为房企探索的新方向。市场情绪：6 分（中性偏利好）资讯日期：2026-04-17
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  1. CONNECT:[ UseTime:0.000644s ] mysql:host=127.0.0.1;port=3306;dbname=a_mffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000675s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.011066s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000282s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000516s ]
  6. SELECT * FROM `set` [ RunTime:0.002458s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000716s ]
  8. SELECT * FROM `article` WHERE `id` = 505221 LIMIT 1 [ RunTime:0.000875s ]
  9. UPDATE `article` SET `lasttime` = 1779716371 WHERE `id` = 505221 [ RunTime:0.011224s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 66 LIMIT 1 [ RunTime:0.000295s ]
  11. SELECT * FROM `article` WHERE `id` < 505221 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000416s ]
  12. SELECT * FROM `article` WHERE `id` > 505221 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.003019s ]
  13. SELECT * FROM `article` WHERE `id` < 505221 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000912s ]
  14. SELECT * FROM `article` WHERE `id` < 505221 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.002100s ]
  15. SELECT * FROM `article` WHERE `id` < 505221 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.005469s ]
0.206236s