异动解读 | 华润置地股价盘中大跌5.08%,受中国二手房价格下跌影响

异动解读
Jun 02, 2025

华润置地(01109.HK)今日盘中股价大跌5.08%,引发市场关注。截至上午10:13,该股报24.80港元。

此次股价下跌主要受到中国5月份百城二手房价格数据影响。中指研究院最新报告显示,5月百城二手住宅均价每平方米13794元人民币,环比跌幅扩大至0.71%,同比下跌7.24%。这一数据反映出中国房地产市场持续承压,影响了投资者对房地产股的信心。

受此消息影响,今日早盘多只内房股普遍受压。除华润置地外,万科、龙湖、旭辉等知名房地产公司股价均出现不同程度下跌。分析人士指出,在挂牌量持续高位的情况下,"以价换量"策略仍主导市场。虽然核心城市二手房成交保持一定活跃度,但房价下跌幅度明显小于二至四线城市,显示出市场分化趋势。这一市场环境给房地产企业带来了更大的经营压力,也使得投资者对房地产股的态度趋于谨慎。

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