异动解读 | 上海推进二手房收储政策提振内房股,融创中国盘中大涨10.53%

异动解读
Feb 04

融创中国今日盘中股价大幅上涨10.53%,引起了市场的广泛关注。

消息面上,上海推进存量住房收储试点,被市场视为积极信号。中金公司发布研报指出,二手房收储举措对症下药,有助于加速库存去化,并可能推动上海、北京等社会库存偏低城市的房地产周期更早迎来拐点。这一政策利好提振了整体内房股板块,融创中国作为板块内重要个股,股价随之走强。

根据中金公司的分析,当前房地产周期的关键点在于库存问题,而面向二手房供给的收储政策是积极的举措。该机构估算上海可交易存量住房约970万套,本次试点覆盖三区占比约32%,体量相对可观。此外,政策带来的积极信号意义可能对市场预期产生进一步优化作用。

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