内房股全线下跌旭辉控股集团(00884)跌11.65% 机构料放松“三条红线”不会有太明显的效果

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金吾财讯 | 内房股全线下跌，旭辉控股集团(00884)跌11.65%，中国海外宏洋集团(00081)跌9.09%，金辉控股(09993)跌8.79%，世茂集团(00813)跌8.73%，龙光集团(03380)跌7.75%，融信中国(03301)跌7.59%，融创中国(01918)跌6.61%，绿城中国(03900)跌6.43%，中国金茂(00817)跌6.56%，万科企业(02202)跌6.32%。此前有报道指内地当局将不再要求房地产开发商每月报告“三条红线”情况。大和表示， “三条红线”政策原本旨在遏制过度债务增长，但长期以来与大多数开发商的融资渠道无关。目前开发商的项目层面融资主要依赖2023年推出的“白名单”计划。在母公司层面，大多数民营开发商的债券发行已冻结，无论其“三条红线”状态如何。而内房幸存者如龙湖及新城发展已转向经营性贷款作为主要资金来源。因此该行认为取消“三条红线”对改善行业信用环境有限。中银国际发表研究报告指，认为“三条红线”政策本身不是本轮市场调整的导火线，目前亦不是房企发展和财务的主要约束。因此，该行相信放松“三条红线”不会有太明显的效果，内房股的调整属过度反应，而其中升幅较大的出险企业，其当前股价有较大风险。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n内房股全线下跌 旭辉控股集团(00884)跌11.65% 机构料放松“三条红线”不会有太明显的效果\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-02-02 15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 内房股全线下跌，<a href=\"https://laohu8.com/S/00884\">旭辉控股集团</a>(00884)跌11.65%，<a href=\"https://laohu8.com/S/00081\">中国海外宏洋集团</a>(00081)跌9.09%，<a href=\"https://laohu8.com/S/09993\">金辉控股</a>(09993)跌8.79%，<a href=\"https://laohu8.com/S/00813\">世茂集团</a>(00813)跌8.73%，<a href=\"https://laohu8.com/S/03380\">龙光集团</a>(03380)跌7.75%，<a href=\"https://laohu8.com/S/03301\">融信中国</a>(03301)跌7.59%，<a href=\"https://laohu8.com/S/01918\">融创中国</a>(01918)跌6.61%，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>(03900)跌6.43%，<a href=\"https://laohu8.com/S/00817\">中国金茂</a>(00817)跌6.56%，<a href=\"https://laohu8.com/S/02202\">万科企业</a>(02202)跌6.32%。此前有报道指内地当局将不再要求房地产开发商每月报告“三条红线”情况。大和表示， “三条红线”政策原本旨在遏制过度债务增长，但长期以来与大多数开发商的融资渠道无关。目前开发商的项目层面融资主要依赖2023年推出的“白名单”计划。在母公司层面，大多数民营开发商的债券发行已冻结，无论其“三条红线”状态如何。而内房幸存者如龙湖及<a href=\"https://laohu8.com/S/01030\">新城发展</a>已转向经营性贷款作为主要资金来源。因此该行认为取消“三条红线”对改善行业信用环境有限。中银国际发表研究报告指，认为“三条红线”政策本身不是本轮市场调整的导火线，目前亦不是房企发展和财务的主要约束。因此，该行相信放松“三条红线”不会有太明显的效果，内房股的调整属过度反应，而其中升幅较大的出险企业，其当前股价有较大风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FRSHY","symbol_name":"中国金茂ADR","start_time":0,"source_url":"1974397","article_id":"2608853415","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608853415","pubTimestamp":1770016820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"此前有报道指内地当局将不再要求房地产开发商每月报告“三条红线”情况。大和表示， “三条红线”政策原本旨在遏制过度债务增长，但长期以来与大多数开发商的融资渠道无关。因此该行认为取消“三条红线”对改善行业信用环境有限。因此，该行相信放松“三条红线”不会有太明显的效果，内房股的调整属过度反应，而其中升幅较大的出险企业，其当前股价有较大风险。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"FRSHY":"中国金茂ADR","LU0702159343.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) INC","03900":"绿城中国","03380":"龙光集团","BK1240":"房地产开发","00081":"中国海外宏洋集团","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","000002":"万科A","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","09993":"金辉控股","02202":"万科企业","BK1555":"内房股","00817":"中国金茂","01918":"融创中国","00884":"旭辉控股集团","BK1582":"深圳本地概念股","03301":"融信中国","SHMAY":"世茂房地产ADR","BK1507":"粤港澳大湾区","00813":"世茂集团","BK1521":"挪威政府全球养老基金持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC"},"translate_title":"Mainland real estate stocks fell across the board. CIFI Holdings Group (00884) fell 11.65%. Institutions expect that relaxing the \"three red lines\" will not have too obvious effect","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FRSHY":1.94,"09993":1.94,"03380":1.94,"00813":1.94,"SHMAY":1.94,"00817":1.94,"01918":1.94,"00884":1.97,"03301":1.94,"00081":1.94,"02202":1.94,"03900":1.94,"000002":1.94},"content_text":"金吾财讯 | 内房股全线下跌，旭辉控股集团(00884)跌11.65%，中国海外宏洋集团(00081)跌9.09%，金辉控股(09993)跌8.79%，世茂集团(00813)跌8.73%，龙光集团(03380)跌7.75%，融信中国(03301)跌7.59%，融创中国(01918)跌6.61%，绿城中国(03900)跌6.43%，中国金茂(00817)跌6.56%，万科企业(02202)跌6.32%。此前有报道指内地当局将不再要求房地产开发商每月报告“三条红线”情况。大和表示， “三条红线”政策原本旨在遏制过度债务增长，但长期以来与大多数开发商的融资渠道无关。目前开发商的项目层面融资主要依赖2023年推出的“白名单”计划。在母公司层面，大多数民营开发商的债券发行已冻结，无论其“三条红线”状态如何。而内房幸存者如龙湖及新城发展已转向经营性贷款作为主要资金来源。因此该行认为取消“三条红线”对改善行业信用环境有限。中银国际发表研究报告指，认为“三条红线”政策本身不是本轮市场调整的导火线，目前亦不是房企发展和财务的主要约束。因此，该行相信放松“三条红线”不会有太明显的效果，内房股的调整属过度反应，而其中升幅较大的出险企业，其当前股价有较大风险。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}