智通财经APP获悉，内房股跌幅居前，截至发稿，建发国际集团(01908)跌5.65%，报12.19港元；绿城中国(03900)跌2.64%，报6.095港元；融创中国(01918)跌2.48%，报0.59港元。
消息面上，8月28日，住建部、央行、金融监管总局等多部门密集出台房地产新政。中信建投指出，现房销售及预售门槛提升将导致新房可售货源阶段性收缩，房企资金阶段性承压。分析指出，新政下资产周转率及内部收益率(IRR)可能降至原来的四分之一，市场担忧房企短期盈利能力。
招银国际认为，政策全面实施将收紧开发商流动性，延长资金回收周期，从3至6个月延长至6至12个月，加速资本不足的小型开发商退出市场，并推动市场份额进一步向国有企业集中；而在需求端，则可降低烂尾及延期交付风险，有助提振买家信心。该行认为，这项改革是“以短期阵痛换取行业长远健康”的关键举措，显示监管机构主动打破行业恶性循环的立场。
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.