异动解读|华润置地盘中上涨3.11%,城市更新十五五规划落地叠加板块持续轮动

行情直击
Jun 01

6月1日,华润置地盘中上涨3.11%,报36.36港元,成交额4.83亿港元。

消息面上,国务院于5月28日印发《城市更新"十五五"规划》,明确城市建设从传统拆建转向系统化城市更新,设定城中村改造4000个、危旧房改造50万套等量化目标,预计带动15万亿至20万亿元总投资。政策支持符合条件的城市更新项目发行REITs,华润置地作为核心城市资源丰富、旧改经验突出的央企,被多家机构列为首推标的。此外,房地产板块近日集体走强,资金轮动效应延续,华润置地上半年签约额1103亿元稳居行业前三,经营性不动产及购物中心业务持续增长,"住宅+商业"双轮驱动模式获市场重新定价。

(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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