异动解读 | 绿城中国盘中大涨5.33%,内房股集体回升受政策预期提振

异动解读
Jan 20

绿城中国(03900)今日盘中大涨5.33%,成为内房股中的亮点之一。

消息面上,内房股整体表现活跃,富力地产、融信中国等个股也纷纷上涨。这一波涨势与《求是》杂志近期发表的《改善和稳定房地产市场预期》文章密切相关。文章提出要保持政策力度、加强信息和舆论引导,市场预期这将有助于推动房地产市场平稳健康发展。

此外,国家统计局数据显示,一线城市新建商品住宅销售价格环比降幅收窄,上海甚至出现上涨。分析人士认为,房地产基本面已经历深度调整,当前板块配置创历史新低,部分优质企业估值已具备吸引力。随着政策预期的改善,市场对房地产行业的信心有所恢复,带动了内房股的集体回升。

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