港股异动 | 内房股早盘回暖 机构指今年楼市小阳春行情确定性较高 看好脉冲行情短期持续

智通财经
Mar 13

智通财经APP获悉,内房股早盘回暖,截至发稿,旭辉控股(00884)涨5.8%,报0.073港元;融创中国(01918)涨5.45%,报1.16港元;碧桂园(02007)涨3.28%,报0.315港元;万科企业(02202)涨1.48%,报3.43港元。

消息面上,深圳贝壳研究院发布的最新监测数据,今年2月其合作门店的二手房挂牌量较去年同期下降了3.3%。重庆市住建委发布的最新数据显示,商品住房成交量同比增长7.27%,成交价格同比增长0.3%,高品质“好房子”成交面积占比达到28%。

东方证券发布研报称,尽管节后交易行情有所降温,两会地产表述亦没有超预期,但从前瞻指标判断今年楼市小阳春行情确定性较高,叠加4月政治局会议仍有一定政策预期,政策博弈和基本面改善逻辑短期仍难以证伪,因此我们看好行业脉冲行情短期或仍可持续。

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