港股异动 | 物管股持续走高 地产新政力度空前 机构指板块配置价值凸显

智通财经
Sep 24, 2024

智通财经APP获悉,物管股持续走高,截至发稿,世茂服务(00873)涨7.58%,报0.71港元;碧桂园服务(06098)涨5.64%,报4.68港元;融创服务(01516)涨4.85%,报1.73港元;中海物业(02669)涨4.42%,报5.2港元。

消息面上,中国人民银行行长潘功胜今日宣布,降低存量房贷利率和统一房贷最低首付比例,引导商业银行将存量房贷利率降至新发放房贷利率附近,预计平均降幅在0.5个百分点左右。统一首套房和二套房的房贷最低首付比例,将全国层面的二套房贷款最低首付比例由25%下调至15%。

东莞证券认为,政策力度空前。叠加三中全会后地方层面持续优化政策进一步积极推进落地,相信将能加速房地产行业基本面探底回升。另外,美联储降息周期开启。光大证券此前指,美联储降息预期升温,国内地产政策持续优化,物管风险因子逐步出清,板块配置价值凸显。

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