港股异动 | 香港地产股温和上涨 财政预算案上调住宅物业印花税影响有限 机构料楼市政策立场将保持利好

智通财经
Feb 26

智通财经APP获悉,香港地产股温和上涨,截至发稿,新鸿基地产(00016)涨2.49%,报139.8港元;长实集团(01113)涨1.93%,报47.56港元;恒基地产(00012)涨0.58%,报34.78港元;九龙仓置业(01997)涨0.54%,报26.22港元。

消息面上,2月25日,香港财政司司长陈茂波在香港立法会发表最新《财政预算案》中指出,一亿港元以上的住宅物业交易印花税税率,将由4.25%调高至6.5%,影响约百分之零点三的住宅物业交易,估计每年可增加约10亿港元收入。措施将于条例修订草案获通过后,追溯至明日开始生效。

汇丰研究指出,继香港特区政府当局公布将价值超过1亿港元的住宅物业印花税由4.25%上调至6.5%后,部分发展商股价于昨日(25日)下跌约2%。该行认为,考虑到板块年初至今的强劲升势,此次股价回调属健康。该措施的影响应属有限,因为其仅占市场总成交量的0.3%。此举的意图很可能是增加财政收入,而非打压整体住宅市场。该行预期,香港楼市政策立场将继续有利于地产市场;房地产信托基金或迎来新机遇。香港本地地产股中,该行偏好新地、恒地及信置,全部给予“买入”评级。

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