异动解读 | 中国海外宏洋集团盘中大涨5.75%,京沪放松限购政策提振房地产股

异动解读
Sep 01, 2025

中国海外宏洋集团(00081.HK)今日盘中大涨5.75%,股价涨至2.38港元,引发市场关注。

据悉,今日午后多只内房股出现明显上涨。除中国海外宏洋集团外,融创中国(01918.HK)涨幅达5.92%,龙湖集团(00960.HK)上涨2.27%,万科企业(02202.HK)上涨2.26%。分析人士指出,这波涨势与近期北京和上海相继放松限购政策密切相关。

北京和上海作为中国房地产市场的风向标城市,其政策调整对整个行业具有重要指导意义。机构认为,这些政策的放松显著提升了市场对房地产行业修复的预期。随着更多城市可能跟进调整政策,预计将进一步刺激房地产市场需求,为行业带来新的增长动力。投资者对房地产股的信心明显增强,推动了包括中国海外宏洋集团在内的多只地产股价格上涨。

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