港股异动 | 内房股集体走高 上海二手房创近5年单日新高 高盛预计沪深房价三年涨15%

智通财经
Apr 14

智通财经APP获悉,内房股集体走高,截至发稿,中梁控股(02772)涨8.82%,报0.037港元;绿城中国(03900)涨8.51%,报9.31港元;龙湖集团(00960)涨5.74%,报8.1港元;融创中国(01918)涨4.81%,报1.09港元;万科企业(02202)涨4.11%,报3.04港元。

消息面上,今年以来,北上深等多地房地产市场成交量出现较大幅度提升。据上海市房地产交易中心数据显示,4月6日至4月12日,上海二手房网签成交量达到7342套。其中,4月11日网签成交量为1632套,创近5年上海二手房单日网签成交量新高。据界面新闻,高盛近日发布报告称,上海和深圳两个城市房地产市场或将在今年底触底,复苏时间较其他一线和二线城市提前6个月至24个月。该机构预计,上海和深圳的房价将在2025年底至2028年底期间上涨15%。

中邮证券指出,整体来看,房地产行业正处在筑底企稳、结构分化、模式重塑的关键节点,政策累积效应开始显现,市场最坏阶段或已过去,但行业复苏仍将呈现结构性、渐进性特征。4-5月是趋势验证的窗口:若出现“淡季不淡、价格企稳”,在“政策底”与“业绩底”之间的预期差有望快速收敛,博弈估值修复的性价比上升,反之,若价格压力加大,配置应更偏防御与现金流确定性,二手房的活跃度将继续是领先信号。

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