港股异动 | 内房股集体走低 惠誉称房地产市场尚未触底 预计2026年销售额继续下滑

智通财经
Oct 30

智通财经APP获悉,内房股集体走低,截至发稿,融信中国(03301)跌5.42%,报0.157港元;中国海外宏洋集团(00081)跌5.22%,报2.18港元;富力地产(02777)跌5%,报0.57港元;绿城中国(03900)跌4.82%,报8.3港元。

消息面上,国家统计局数据显示,1-9月份,全国新建商品房销售面积约6.58亿平方米,同比下降5.5%,降幅较1-8月扩大0.8个百分点。销售额方面,前三季度新建商品房销售额约6.3万亿元,同比下降7.9%,降幅较1-8月扩大0.6个百分点。此外,据澎湃新闻报道,融信中国原计划10月推出的境内债务重组方案仍未确定,拟对相关债券再展期。

此外,10月29日,惠誉评级亚太区企业评级董事石露露指出,中国房地产行业尚未触底,复苏趋势存在不确定性。今年一季度市场虽短暂回稳,但自4月份起新房销售额和价格均回落至下跌区间,6月份跌幅进一步扩大,二手房价格环比降幅也持续扩大,一线城市未能例外。展望2026年,房地产市场销售额可能继续下滑。

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