港股异动 | 内房股全线走低 4月楼市与信贷数据背离 机构指修复进程仍需观察

智通财经
May 18

智通财经APP获悉,内房股全线走低,截至发稿,建发国际集团(01908)跌6.17%,报16.41港元;富力地产(02777)跌5.95%,报0.395港元;中国海外发展(00688)跌4.54%,报15.76港元;新城发展(01030)跌3.72%,报2.07港元。

消息面上,4月11城二手房网签面积同比上升9%,二手房成交量维持较高热度,房价跌幅收窄。华创证券指出,4月楼市呈现韧性,主要是购房门槛降低(包括前期房价下跌、放松公积金政策等)后需求的自然释放,我们无法交叉验证到其他内需指标的持续性好转,后续购房需求反而可能会在集中释放后呈现不足。

值得注意的是,央行最新数据显示,4月居民贷款减少7869亿元,同比多减2653亿元。其中,4月居民中长贷减少3408亿元,同比多减2177亿元,环比减少6361亿元,直指房贷需求全面收缩。信达期货指出,金融数据低于预期或引发市场对地产回暖的疑虑,接下来需进一步跟踪楼市成交情况。

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