金吾财讯 | 建银国际发研报指，香港特首刚刚宣布了2024年度施政报告，介绍了有利于房地产行业的人口、经济和住房政策。虽然这些增量政策在范围上有限，程度也可能让一些市场人士感到失望，但现实是香港政府并没有太大的政策放宽空间。吸引人才和促进经济的政策倡议可能是该行所能期待的最好结果。该行相信，这些政策将随着时间的推移，对房地产行业会产生积极影响，特别是对像领展这些专注社区商业零售的收租股，以及像新鸿基地产和华润置地这些在工业园区的运营有丰富经验的开发商。 该行提到，尽管香港政府在直接刺激房地产市场方面的政策空间有限，但该行认为当前灵活的土地供应政策和人才入境计划方向正确，这都是朝着更健康的房地产市场迈出的积极一步。
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