中信证券：房企股融进一步优化 建筑建材配置价值凸显

新浪期货每日研报精选。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/261/w750h5111/20221129/dc06-5454b222ab581a46760df13e37c2c610.jpg"]},"commentid":"live:finance-152-2883797:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2022-11-29 08:51:01","update_time":"2022-11-29 08:51:08","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-11-29\/doc-imqqsmrp7922378.shtml","docid":"mqqsmrp7922378"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-11-29/detail-imqqsmrp7922378.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2883796,"zhibo_id":152,"type":0,"rich_text":" 【中信证券：房企股融进一步优化 建筑建材配置价值凸显】中信证券研报指出，28日证监会新闻发言人提出决定在上市房企及涉房上市公司股权融资方面调整优化5项措施，并自即日起施行。该政策是继10月20日特定涉房企业股权融资放松的进一步加码，即不再设置上市企业地产业务收入、利润占比不超过10%等要求。我们认为，在政策持续催化下，基本面“内功”扎实，估值仍在低位的建筑央企，以及基本面已经触底，具备市占率提升及多品类业务拓展空间的建材龙头，配置价值已经凸显。