---
title: "理解市場 | 內房股早集體走高 深圳出台樓市新政提振需求 機構稱政策力度大於北京上海"
description: "內房股早盤集體上漲，碧桂園漲 10.42%，旭輝控股漲 4.05%，萬科企業漲 3.07%，遠洋集團漲 2.52%。深圳於 9 月 5 日發佈新樓市政策，放鬆非核心區域限購，商貸利率不再區分首套與二套房。中信建投指出，此次政策力度大於北京和上海，旨在激發外圍地區購房需求。整體地產銷售表現仍需依賴政策落地以改善供需關係。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/256302040.md"
published_at: "2025-09-08T02:07:05.000Z"
---

# 理解市場 | 內房股早集體走高 深圳出台樓市新政提振需求 機構稱政策力度大於北京上海

> 內房股早盤集體上漲，碧桂園漲 10.42%，旭輝控股漲 4.05%，萬科企業漲 3.07%，遠洋集團漲 2.52%。深圳於 9 月 5 日發佈新樓市政策，放鬆非核心區域限購，商貸利率不再區分首套與二套房。中信建投指出，此次政策力度大於北京和上海，旨在激發外圍地區購房需求。整體地產銷售表現仍需依賴政策落地以改善供需關係。

智通財經 APP 獲悉，內房股早集體走高，截至發稿，碧桂園 (02007) 漲 10.42%，報 0.53 港元；旭輝控股 (00884) 漲 4.05%，報 0.231 港元；萬科企業 (02202) 漲 3.07%，報 5.38 港元；遠洋集團 (03377) 漲 2.52%，報 0.122 港元。

消息面上，繼北京和上海之後，深圳在 9 月 5 日深夜發佈了重磅樓市新政。中信建投表示，本次樓市新政，對非核心區域 (除福田區、南山區、寶安區新安街道外的所有區域) 限購進行了大力度放鬆，同時商貸利率不再區分首套房與二套房。從限購放鬆的力度對比，深圳此次新政力度大於 8 月出台新政的北京和上海。

中金指出，本次深圳樓市政策的跟進調整符合此前預期，3 個超高能級城市在本輪調整中均側重於激發外圍地區的多套購房需求，深圳在限購條件設置上較北京、上海更為寬泛。往前看，整體地產銷售表現的持續好轉，仍待存量房收儲和城中村改造等對供需面有持續改善效果的政策切實落地，從而與頭部城市限購政策調整帶來的情緒提振形成協同效應，建議持續關注政策進展。

### Related Stocks

- [03377.HK - 遠洋集團](https://longbridge.com/zh-HK/quote/03377.HK.md)
- [00884.HK - 旭輝控股集團](https://longbridge.com/zh-HK/quote/00884.HK.md)
- [000002.CN - 萬科A](https://longbridge.com/zh-HK/quote/000002.CN.md)
- [02202.HK - 萬科企業](https://longbridge.com/zh-HK/quote/02202.HK.md)
- [02007.HK - 碧桂園](https://longbridge.com/zh-HK/quote/02007.HK.md)

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