异动解读|中国金茂盘中下跌5.26%,现房销售新政冲击延续叠加中期业绩承压

行情直击
Sep 02

9月2日,中国金茂盘中下跌5.26%,报1.26港元,成交额6083.81万港元,延续上一交易日大跌走势。

消息面上,8月28日住建部等三部门联合印发《关于完善商品住房销售制度的通知》,明确有力有序推行商品住房现房销售,央行及金融监管总局同步推出信贷配套改革。新政将项目回款周期显著拉长,高周转开发模式面临根本性重构,对资金沉淀要求大幅提升。上一交易日中国金茂已重挫近16%,今日跌势延续。此外,公司中期业绩显示上半年营收214.18亿元,同比减少14.71%;归母净利润8.79亿元,同比下降19.35%;整体毛利率降至12.0%,业绩端亦构成压制。板块层面,华润置地跌2.42%,绿城中国跌4.68%,内房股整体承压。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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