花旗发表研究报告指,中国的全国性房屋按揭利息补贴属市场期待已久的支援政策,惟力度逊于预期。该行认为,此次补贴主要支持三四线城市大众市场产品或二线城市郊区的去库存。该行又相信,政策对改善家庭楼价预期的意义,大于提升实质购买力。该行估计政府每年补贴成本约为160亿元人民币,对银行体系没有影响。对房企而言,估计对全国新楼销售仅有1%至2%的轻微提振作用,料中海宏洋(0081.HK)及贝壳(02423....
Source Link花旗发表研究报告指,中国的全国性房屋按揭利息补贴属市场期待已久的支援政策,惟力度逊于预期。该行认为,此次补贴主要支持三四线城市大众市场产品或二线城市郊区的去库存。该行又相信,政策对改善家庭楼价预期的意义,大于提升实质购买力。该行估计政府每年补贴成本约为160亿元人民币,对银行体系没有影响。对房企而言,估计对全国新楼销售仅有1%至2%的轻微提振作用,料中海宏洋(0081.HK)及贝壳(02423....
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