中信证券研报认为,中信证券周期房地产新周期开启的房地信号已经出现,但房价止跌还需政策临门一脚。产新赤裸性对抗相信2025年4月—5月是开启政策前置的关键窗口期,主要的号已可能政策包括进一步降低居民购房资金成本,合理满足改善置业需求,经出扩大存量土地收储和加强对房企的中信证券周期流动性支持。中信证券认为房价将迎来长周期的房地底部,看好能建设好房子、产新赤裸性对抗在运营好资产、开启在提供好服务的号已房地产开发企业和服务平台。
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22446
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97
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884
3
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72665
94
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357
295
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4
118
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11
97829
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99634
92
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5
2
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75
51
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31
95525
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693
323
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3
42
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91
3
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5
5428
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51489
1
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613
31
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9
128
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4921
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28865
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61517
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97
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65551
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533
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27
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53
6
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4185
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397
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1
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1
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74
4
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812
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4
124
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28
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88325
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211
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7272
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8
51969
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216
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22232
4
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661
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