9月29日,港股内房股集体走高,其中,金辉控股涨超11%,融信中国、万科企业、绿城中国涨超7%,中国金茂、融创中国涨超6%。
消息面上,国务院常务会议9月28日召开,会议指出推出一批务实管用的增量政策,研究出台稳定房地产市场、促进就业增收等政策措施。
国金证券表示,新房景气度下行趋缓,二手房景气度底部企稳。新房成交仍然承压,同比降幅走阔至-24.3%。二手房成交面积同环比转弱,主要受假期错位影响。当前成交量回升与挂牌量边际增加同时出现,需要进一步观察成交增量能否有效吸收新增供给。如果后续成交继续保持较快增长,而挂牌增速相对温和,存量库存有望逐步去化,叠加“8.28”地产新政带来的成交结构加速转化,房价有望获得支撑。如果挂牌量持续回升而成交改善趋缓,则二手房预计延续“以价换量”,价格压力仍存。
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.