* 本月底政治局会议即将召开,香港上市内房股周五早盘异动劲升,恒生中国内地地产指数.HSMPI涨幅扩大至3.9%,创2024年12月10日以来新高。
* 花旗在报告中表示,未来两年是增持中国房地产板块的好时机,主要因为资产周转和定价改善令ROE(股本回报率)持续提升,预计重点城市6月销售向好。预计在4月底即将召开的中央政治局会议也将释放积极的支持信号。
* 华润置地1109.HK、中国海外发展0688.HK、万科企业2202.HK、龙湖集团0960.HK、远洋集团3377.HK涨3-9.3%。(完)
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(发稿 徐凯文;审校 吴云凌)
((kaiwen.xu@thomsonreuters.com))
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