政策利好预期推升市场乐观情绪 内房股普升 万科企业(02202)涨6.96%

金吾财讯
Aug 25

金吾财讯 | 内房股普升,万科企业(02202)涨6.96%,融创中国(01918)涨5.26%,远洋集团(03377)涨5.08%,新城发展(01030)涨5.06%,龙湖集团(00960)涨4.66%,绿城中国(03900)涨4.30%,金辉控股(09993)涨4.35%,富力地产(02777)涨3.70%,越秀地产(00123)涨3.87%,龙光集团(03380)涨4.49%,雅居乐集团(03383)涨3.26%,中国金茂(00817)涨2.53%,美的置业(03990)涨2.58%,世茂集团(00813)涨2.41%,中国海外宏洋集团(00081)涨2.33%,华润置地(01109)涨2.23%,旭辉控股集团(00884)涨2.00%,融信中国(03301)涨2.00%,中国海外发展(00688)涨1.47%,建发国际集团(01908)跟涨。开源证券认为,在各项促进房地产市场止跌回稳政策作用下,今年以来我国房地产市场整体朝着止跌回稳的方向迈进,在止跌回稳的过程中,房价仍可能存在小幅度震荡,期待后续在政策作用下,房地产市场进一步稳定。国金证券指出,近期北京五环外限购套数取消以及有望出台政策推动央企和 AMC 收储存量房等消息,反映当前市场对于地产进一步出台政策预期较为乐观,从财政端来看,专项债对城中村改造和收购存量土地均给到一定支持,预计后续落地有望加速。

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