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  本报记者 张芗逸

  近期,北京、广州、深圳等重点城市一季度房地产市场运行情况陆续出炉。从数据来看,多地商品房销售面积实现同比增长,其中,天津实现投资、销售“双增长”。

  4月18日召开的国务院常务会议指出,要持续稳定股市,持续推动房地产市场平稳健康发展。受访专家普遍认为,在全方位扩大国内需求的大背景下,今年二季度促进住房消费的政策力度还将加大。

  一季度稳楼市成效显著

  日前,2025年一季度北京市房地产市场运行情况公布。数据显示,一季度,北京全市新建商品房销售面积247.3万平方米,同比增长6.2%。

  广州市住房和城乡建设局发布的数据显示,今年1月份至3月份,广州全市新建商品房网签面积218.56万平方米、同比增长17.7%,二手商品房交易登记面积282.58万平方米、同比增长27.6%。

  深圳市住房和建设局数据显示,2025年一季度深圳全市新建商品住宅、二手住宅合计成交超2.6万套,同比增长67.7%。

  在多个重点城市房地产市场持续回稳向好,实现一季度房地产销售“开门红”的同时,一些城市的房地产开发投资数据也出现了回暖。

  从天津的情况来看,一季度,天津全市新建商品房销售331.7万平方米,同比小幅增长2.1%,二手房交易316.7万平方米,同比增长2.8%。同时,全市房地产开发投资完成341.6亿元,同比增长6.4%。

  “目前来看,稳楼市工作取得了阶段性的成果。”上海易居房地产研究院副院长严跃进对《证券日报》记者表示,未来则要通过政策加力,持续推动房地产市场平稳健康发展。

  加速建设“好房子”

  中共中央政治局常委、国务院总理李强4月15日在北京调研时强调,以更大力度促进消费、扩大内需、做强国内大循环,进一步释放我国超大规模市场的活力潜力。

  李强还表示,当前和今后一个时期,我国房地产市场仍有很大的发展空间,要进一步释放市场潜力,着力推动“好房子”建设,加快构建房地产发展新模式,促进房地产市场平稳健康发展。

  中指研究院政策研究总监陈文静表示,整体来看,促进住房消费是2025年扩内需的关键内容。其中,建设“好房子”是构建发展新模式的重点任务,加速建设“好房子”有利于带动改善性住房需求释放,激活市场潜力。

  “房地产相关工作接下来要紧密围绕促进消费、扩大内需、做强国内大循环的工作导向进行。”严跃进表示,具体而言,要做好“好房子”建设、房地产发展新模式等工作。这些工作既是当前房地产行业转型的需要,同时也体现着“以优质供给来创造新的需求”的工作导向。

  高品质的“好房子”在为改善性住房需求打开释放空间的同时,也能畅通新房与二手房之间的买卖循环,全方位带动住房消费。实际上,已有城市将“好房子”建设列为二季度工作的重点任务。

  4月21日,北京市委常委会召开会议,听取关于北京市一季度经济社会发展形势的通报,对做好二季度工作进行部署。会议提出,要积极稳住楼市,加大“好房子”建设力度,完善公共服务配套,加大存量房盘活力度,充分激发房地产消费潜力。

  此外,还有城市明确了全年的“好房子”建设任务。

  青岛市住房和城乡建设局等6部门4月初印发的《关于进一步促进房地产市场平稳健康发展若干措施的通知》提出,加大“好房子”建设供给。鼓励企业通过精细设计、精益施工、新科技推广、绿色建材应用、优质服务保障等方面打造安全、舒适、绿色、智慧的“好房子”,全面贯彻绿色低碳节能理念、严格质量过程管控、加强配套设施建设、做好物业服务保障,全年培育试点15个以上。

  在陈文静看来,未来“好房子”配套政策将进一步完善,各地有望进一步规范相关标准,更好地推动“好房子”建设。

  中指研究院指数研究部总经理曹晶晶认为,二季度随着房地产供需两端政策加快落实,叠加“好房子”项目供给增加,预计核心城市市场将继续修复。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  康哲药业(00867)公布,公司建议将公司附属公司德镁医药股份分拆并于联交所主板独立上市。建议分拆(倘进行)预计将透过由公司以实物方式向股东分派其持有的所有德镁医药股份的方式实施,分派比例将按截至董事会为确定股东权利而厘定的记录日期当日彼等各自于公司的持股比例计算。

  根据上市规则第15项应用指引,德镁医药股份于联交所独立上市,构成公司对德镁医药的分拆。联交所已确认公司可进行建议分拆事宜。

  就建议分拆而言,于2025年4月22日,德镁医药向联交所递交申请,以申请批准德镁医药股份以介绍上市方式于联交所主板上市及买卖。

  据悉,德镁医药是一家在开曼群岛注册成立的获豁免有限公司,为公司的附属公司。于本公告日期,德镁医药的90.8%权益由公司实益拥有,其余9.2%权益由两个僱员激励平台持有。该等平台的受益人为德镁医药为激励或奖励对分拆集团有贡献的合资格参与者而设立的两项僱员激励计划的承授人。

  分拆集团是中国一家专业聚焦皮肤健康的创新型医药企业,负责集团在中国境内的皮肤健康业务。凭借皮肤处方药及皮肤学级护肤品的研、产、销一体化运营,致力于提供从预防、治疗到长期护理的全方位的皮肤健康解决方案。分拆集团开发了丰富、差异化的产品组合,全面覆盖了存在显著未被满足的临床需求的主要皮肤病领域。

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