一、市場熱點(dian) 建材(cai):地(di)產鏈彈(dan)性(xing)品種 ◇事件:2024年(nian)5月(yue)(yue)16日盤后,媒(mei)體(ti)報(bao)道國(guo)(guo)新辦將(jiang)于5月(yue)(yue)17日下(xia)午4時舉行國(guo)(guo)務院政(zheng)策例(li)行吹風會,介紹切(qie)實做好保(bao)交(jiao)房(fang)(fang)(fang)工(gong)(gong)(gong)作配(pei)套政(zheng)策有關情(qing)況。 ◇保(bao)交(jiao)房(fang)(fang)(fang):2023年(nian)底(di)召開的中(zhong)央(yang)經濟工(gong)(gong)(gong)作會議在部署今年(nian)經濟工(gong)(gong)(gong)作時指出,“做好保(bao)交(jiao)樓、保(bao)民生、保(bao)穩定工(gong)(gong)(gong)作”。 ◇去庫(ku)存(cun):隨(sui)著各地(di)拉開新一波(bo)去庫(ku)存(cun)序幕(mu),全國(guo)(guo)多城大幅下(xia)調房(fang)(fang)(fang)貸(dai)利率(lv)(lv),其中(zhong)常州(zhou)(zhou)首套房(fang)(fang)(fang)貸(dai)利率(lv)(lv)已(yi)降至(zhi)3.25%,此(ci)前(qian)常州(zhou)(zhou)首套房(fang)(fang)(fang)利率(lv)(lv)為(wei)3.45%,近期降至(zhi)3.25%,下(xia)調了20bp,無錫(xi)首套房(fang)(fang)(fang)貸(dai)利率(lv)(lv)已(yi)降至(zhi)3.45%,南京、鄭州(zhou)(zhou)等