港股异动 | 内房股今日普涨 市场期待更为积极的地产政策 地产RWA有望改善房企资金压力

智通财经
14 Jul

智通财经APP获悉,内房股今日普涨,截至发稿,世茂集团(00813)涨7.41%,报0.87港元;中国金茂(00817)涨3.76%,报1.38港元;碧桂园(02007)涨4.88%,报0.43港元;旭辉控股(00884)涨3.51%,报0.295港元。

消息面上,住房城乡建设部调研组近日赴广东、浙江两省调研。调研组要求,要多管齐下稳定预期、激活需求、优化供给、化解风险,更大力度推动房地产市场止跌回稳。此外,近期房企债务重组呈加速推进态势。据中指院统计,截至目前,融创、富力等14多家房企债务重组或重整获批。

国金证券指出,在Q2销售回落的背景下,结合止跌回稳目标及过去两年政策出台节奏,三季度是政策发力关键期,三季度的定调及方向有望直接影响整个下半年的楼市表现。该行指出,由于近期地产数据有所回落,市场对于后续出台刺激性政策的预期持续发酵,对于召开新一次中央城市工作会议有更高的期待。此外,近期地产RWA的新尝试指向地产地产新型融资手段,有望改善房企资金压力。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10