大行评级|瑞银:如购房资金通落实或对香港房地产行业带来积极影响

格隆汇
Aug 04, 2025

瑞银发表研究报告指,财政司司长陈茂波日前宣布,政府正与中央机构研究放宽内地来港人才调配资金在港买楼限制,同时,民建联倡议参考互联互通的做法,推出购房资金通。该行指出,如果措施得以落实,或对香港房地产行业带来积极影响,内地买家需求上升或有助于缓解楼价和库存压力。 该行表示,虽然购房资金通政策仍需讨论,因此预期不会很快推出计划。不过,如果计划启动,相信在大湾区内进行试点计划的可能性更大。然而,任何政策更新都可能释放因美国加息而被压抑的本地需求。该行对部分香港发展商保持正面看法,包括恒基地产、信和置业、新鸿基地产和嘉里建设。

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