行业利好频出,内房股多数拉升,越秀地产、中国金茂涨超6%

格隆汇
Yesterday

港股内房股多数拉升上涨,其中,越秀地产中国金茂涨超6%,建发国际集团涨5.6%,华润置地涨4.5%,中国海外宏洋集团中国海外发展涨4%,龙湖集团绿城中国新城发展远洋集团跟涨。

消息上,近期,房地产行业的利好消息频出,从中央的顶层定调到地方的具体细则,形成了全方位的政策合力。紧随中央定调,广州、深圳、天津、苏州、武汉等多个重点城市在“五一”假期前后密集出台了楼市新政,形成了一波政策“小高潮”。

其中,五一假期(2026年5月1-5日),深圳全市一二手住宅累计成交396套。其中,新房(预售+现售)网签275套,同比增长45.5%;二手房成交121套,同比增长80.6%;佛山楼市回暖态势显著,五一黄金周市场热度持续走高,加持节前佛山新政发布,根据保利数据监测显示:主流楼盘访交量同环比大幅增长,来访同环比分别增63%、103%,成交同环比分别增45%、104%。

开源证券等机构认为,伴随后续宽松政策的持续和房企的集中推盘,二季度有望成为行业基本面与政策共振企稳的窗口期。市场正逐步从单边下行的态势中走出,朝着“政策底”向“市场底”传导的方向迈进。

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