内房股普涨 越秀地产(00123)涨2.53%、绿城中国(03900)涨1.93%

金吾财讯
May 08

金吾财讯 | 内房股普涨,截至发稿,新城发展(01030)涨2.17%,越秀地产(00123)涨2.53%,绿城中国(03900)涨1.93%,建发国际集团(01908)涨1.78%,融信中国(03301)涨1.77%,融创中国(01918)涨1.75%,中国海外宏洋集团(00081)涨1.63%。消息面上,证券日报新近报道称,在刚刚过去的4月份,一线城市房地产市场延续了3月份以来的“小阳春”行情,二手房市场交易维持高活跃度,新房市场表现平稳。中指研究院指数研究部总经理曹晶晶对记者表示,从4月份数据来看,核心城市楼市“小阳春”行情延续,新建商品住宅销售面积同比基本持平,重点城市二手房成交量同比增长明显,其中北京二手房成交量创近五年4月份单月新高,反映出需求仍在持续释放、市场预期有所好转。值得关注的是,随着政策的进一步优化,5月份购房需求有望持续释放。中信建投证券最新研究亦表示,在中央政策持续支持房地产市场稳定发展,2025年年底以来京沪深广相继优化楼市调控的背景下,房地产市场正向止跌回稳的目标稳步迈进,2026年年初以来市场在量价两端都出现了一些积极变化,尤其是以上海为代表的核心城市。参考美国、日本的房地产复苏路径,分化是主旋律、核心城市是复苏的排头兵,拥有现金流压舱石业务是房企穿越周期的秘诀,看好地产板块内三个细分方向:香港房地产市场的持续上升、商业地产的优质运营、聚焦内地核心城市房企和中介的率先复苏。

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