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北京市住房和城0065;建设委员会与北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通知》。《通知》明确，自2025年8月9日起，符合本市商品住房购买条件的居民家庭，购买五环外商品住房（含新建与二手住房）不限套数。央视财经报道，某房地产开发商称8月9日看房量提升20% – 30%。

国金证券指出，北京此次出台政策，意味着前期政策预期逐步兑现。预计后续其他一线城市或有望跟进，房地产市场再次进入政策刺激行情。鉴于当前地产板块估值与持仓均较低，交易层面或具一定弹性，建议逢低配置地产股。

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