---
title: "理解市场 | 内房股早集体走高 深圳出台楼市新政提振需求 机构称政策力度大于北京上海"
description: "内房股早盘集体上涨，碧桂园涨 10.42%，旭辉控股涨 4.05%，万科企业涨 3.07%，远洋集团涨 2.52%。深圳于 9 月 5 日发布新楼市政策，放松非核心区域限购，商贷利率不再区分首套与二套房。中信建投指出，此次政策力度大于北京和上海，旨在激发外围地区购房需求。整体地产销售表现仍需依赖政策落地以改善供需关系。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/256302040.md"
published_at: "2025-09-08T02:07:05.000Z"
---

# 理解市场 | 内房股早集体走高 深圳出台楼市新政提振需求 机构称政策力度大于北京上海

> 内房股早盘集体上涨，碧桂园涨 10.42%，旭辉控股涨 4.05%，万科企业涨 3.07%，远洋集团涨 2.52%。深圳于 9 月 5 日发布新楼市政策，放松非核心区域限购，商贷利率不再区分首套与二套房。中信建投指出，此次政策力度大于北京和上海，旨在激发外围地区购房需求。整体地产销售表现仍需依赖政策落地以改善供需关系。

智通财经 APP 获悉，内房股早集体走高，截至发稿，碧桂园 (02007) 涨 10.42%，报 0.53 港元；旭辉控股 (00884) 涨 4.05%，报 0.231 港元；万科企业 (02202) 涨 3.07%，报 5.38 港元；远洋集团 (03377) 涨 2.52%，报 0.122 港元。

消息面上，继北京和上海之后，深圳在 9 月 5 日深夜发布了重磅楼市新政。中信建投表示，本次楼市新政，对非核心区域 (除福田区、南山区、宝安区新安街道外的所有区域) 限购进行了大力度放松，同时商贷利率不再区分首套房与二套房。从限购放松的力度对比，深圳此次新政力度大于 8 月出台新政的北京和上海。

中金指出，本次深圳楼市政策的跟进调整符合此前预期，3 个超高能级城市在本轮调整中均侧重于激发外围地区的多套购房需求，深圳在限购条件设置上较北京、上海更为宽泛。往前看，整体地产销售表现的持续好转，仍待存量房收储和城中村改造等对供需面有持续改善效果的政策切实落地，从而与头部城市限购政策调整带来的情绪提振形成协同效应，建议持续关注政策进展。

### Related Stocks

- [03377.HK - 远洋集团](https://longbridge.com/zh-CN/quote/03377.HK.md)
- [00884.HK - 旭辉控股集团](https://longbridge.com/zh-CN/quote/00884.HK.md)
- [000002.CN - 万科A](https://longbridge.com/zh-CN/quote/000002.CN.md)
- [02202.HK - 万科企业](https://longbridge.com/zh-CN/quote/02202.HK.md)
- [02007.HK - 碧桂园](https://longbridge.com/zh-CN/quote/02007.HK.md)

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