港股异动 | 部分内房股上扬 中国海外发展(00688)涨超4% 7月地产行业持续筑底修复

智通财经网
Aug 18

智通财经APP获悉,部分内房股上扬,截至发稿,中国海外发展(00688)涨4.32%,报14港元;绿城中国(03900)涨3.8%,报7.785港元;华润置地(01109)涨3.06%,报35港元;中国金茂(00817)涨3.11%,报1.49港元。

消息面上,8月17日,国家统计局发布2026年7月份70个大中城市商品住宅销售价格变动数据。数据显示,7月份,70个大中城市中,一线城市商品住宅销售价格环比总体上涨,二三线城市环比下降,一二三线城市同比降幅总体继续收窄。华泰证券指出,7月房地产数据显示,地产开发链继续收缩,淡季中价格保持微幅调整,北京新政释放政策积极信号,“金九银十”的成色值得关注。

银河证券认为,7月是楼市淡季,销售规模受季节性影响较大,房企前期拿地和推盘质量较高,单月销售均价同比和环比均正增长,投资端依然承压。该行认为楼市后续有望逐渐改善,房地产市场预期有望稳定,房地产市场有望逐渐实现平稳健康高质量发展。

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