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中信建投:從一線城市開始,年內有望實現房價止跌

中信建投證券一份研報指出,在9月政治局會議之後三天,中國人民銀行落地了各項房產金融支持政策。調整住房限購,降低交易税,降低首付比例的政策也在一線城市果斷落地。這顯示了推動房地產市場止跌目標的緊迫性。中信建投證券認為,從一線城市開始,年內有望實現房價的止跌。若本輪政策未能充分實現止跌目標,預計政策的潛在空間依然廣闊。同時,中信建投證券提示的風險因素有:居民預期偏弱,政策效果不及預期,房價持續下降的風險;低線城市雖然會受一線城市市場回暖帶動,但政策邊際出台空間不及一線城市的風險。

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