内房股普遍承压 融创中国(01918)跌6.45% 7月进入房地产传统淡季

金吾财讯
Jul 07

金吾财讯 | 内房股普遍承压,万科企业(02202)跌3.46%,碧桂园(02007)跌3.26%,龙湖集团(00960)跌3.88%,绿城中国(03900)跌4.34%,旭辉控股集团(00884)跌4.65%,世茂集团(00813)跌5.49%,建发国际集团(01908)跌6.33%,融创中国(01918)跌6.45%。数据显示,上周47城新房成交面积370.8万平方米,环比上升6.9%,环比涨幅较上周收窄23.1个百分点,同比上升1.4%,同比增速较上周提升12.6个百分点。23城二手房成交面积为248.8万平方米,环比上升0.9%,环比涨幅较上周收窄7.1个百分点,同比上升14.2%,同比涨幅较上周扩大11.9个百分点。中银证券研报指,由于去年二季度后的低基数原因,今年整体成交同比走势预期是“前低后高”,市场也已经充分预期。本周数据来看,一二手房成交面积环比均正增长,但涨幅收窄。进入到7月后,传统淡季预计还是会影响成交量,但四季度开始预计将有所回升。7月需要关注政治局会议的表态,预计7月中旬可能会有一波提前的板块切换,建议关注1)开发类公司中基本面稳定且能够保持或继续提升的房企:保利置业集团华润置地中国金茂、建发国际集团、滨江集团、绿城中国。2)宏观或地产行业若有持续回暖,经营环境有相对的弹性变化的公司:新城控股我爱我家。3)以持有性物业管理为主、运营能力较强、物业布局在高能级城市、且业态类型偏高端的商业地产类公司:华润万象生活太古地产

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10