一、政策“有心救市”,等待作用释放
(一)需求端政策宽松力度创新高
(二)白名单“市场化、法治化” 执行,落地难
(三) “去库存”重启,但作用仍待观察
(四)“救市”之策仍未到位,亟需超预期新政
二、房地产正“回归”,等待市场筑底
(一)总量较高点腰斩,2024年或跌至9万亿量级
(二)中高端市场走出独立行情
三、房企在收缩,等待新动能释放
(一)融资变革,收缩与向下
(二)投资进化,向上与克制
(三)产品革新,迭代与进化
(四)业务转型,深化与瘦身
(五)管理升级,重组与缩减
以下为2024策略报告精选
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