港股异动 | 内房股普遍走低 8月地产整体延续调整态势 机构看好后续市场热度待提升

智通财经
Sep 02, 2025

智通财经APP获悉,内房股普遍走低,截至发稿,中梁控股(02772)跌5.26%,报0.072港元;中国海外宏洋集团(00081)跌3.67%,报2.36港元;新城发展(01030)跌3.56%,报2.44港元;雅居乐集团(03383)跌2.22%,报0.44港元。

消息面上,克而瑞近日披露的数据显示,2025年前八个月,百强房企累计实现操盘销售额20708.8亿元,同比下降13.1%,降幅较前七个月扩大0.6个百分点。其中,8月单月操盘销售额为2070.4亿元,环比降低1.9%,同比降低17.6%。

国盛证券指出,8月房地产市场整体延续调整态势,百强房企销售金额环比继续下降,单月销售降幅因上年基数较低而收窄,累计同比降幅进一步扩大。中邮证券则认为,继北京五环外购房政策优化后,上海外环外购房政策优化亦在上周落地,后续两个月楼市将迎来传统旺季,该行预计市场热度将有所提升。

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