港股异动 | 内房股多数上扬 3月一线城市房价环比上涨 机构看好地产股配置价值提升

智通财经
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智通财经APP获悉,内房股多数上扬,截至发稿,金辉控股(09993)涨4.69%,报1.34港元;融创中国(01918)涨4.72%,报1.11港元;绿城中国(03900)涨3.29%,报9.42元;碧桂园(02007)涨1.69%,报0.3港元;万科企业(02202)涨1.64%,报3.1港元。

消息面上,4月16日,国家统计局发布3月份70个大中城市商品住宅销售价格变动情况。数据显示,3月份,全国70个大中城市中,一线城市商品住宅销售价格环比上涨,二三线城市环比降幅收窄或相同。新建商品住宅和二手住宅销售价格环比上涨城市个数均比上月增加。

国信证券认为,2026年3月,地产销售量价边际改善。考虑到地产股当前的估值水平已充分定价潜在的房价下跌,若数据能够持续向好,市场情绪的少许好转就能带来地产股表现的较大提振,建议增加配置,并优选拿地积极、布局合理的标的。

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