港股异动 | 内房股连续走高 富力地产(02777)涨超12% 地产政策落地有助于楼市延续“小阳春”热度

智通财经
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智通财经APP获悉,内房股连续走高,截至发稿,富力地产(02777)涨10.67%,报0.415港元;中国海外宏洋集团(00081)涨4.78%,报3.29港元;远洋集团(03377)涨4.29%,报0.073港元;碧桂园(02007)涨3.7%,报0.28港元。

消息面上,近日,多地密集出台房地产政策。深圳定向放宽福田南山、宝安新安街道限购门槛,公积金贷款最高提至351万元。广州公积金贷款最高360万元,发放“卖旧买新”补贴,放宽商转公贷款条件。天津收购存量商品房用作保障性住房,发放购房补贴。武汉自5月1日起按区认定首套住房,公积金异地贷款取消户籍限制,新城区购房首套补贴1.5%、二套补贴1%。

国金证券发布研报称,往前看,地产政策的落地有助于楼市延续“小阳春”的热度,重点城市“五一”期间楼市的升温也印证了这一点。当前二手房市场的供需正在发生边际变化,并为后续重点城市房价的止跌提供支撑。26个重点城市二手房挂牌量同环比均出现回落,但代表需求侧的实时成交量仍在改善。4月以来,楼市再度出现止跌迹象。预计随着挂牌量的回落,房价止跌的态势将更加稳固。

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