中信建投看好在核心赛道具备竞争力、杠杆率和规模适中、具备品牌效应的房企以及中介公司。短期来看,上海在政策刺激下二手房成交量回暖,有助于房地产市场量价企稳。长期来看,未来我国房企的业务会继续向经营性业务倾斜,核心城市住房结构不平衡仍为开发业务创造了发展条件。
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