港股内房股盘初拉升,融信中国涨超8%,花旗:2027年将是核心城市楼价复苏的关键一年

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Oct 06
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  10月6日消息,港股内房股盘初拉升,融信中国涨超8%,世茂集团、雅居乐集团、万科企业涨超4%,绿城中国、融创中国、碧桂园、龙湖集团、中国金茂涨超3%。

  花旗发表研究报告指,中国物业板块出现市况改善但盈利及股本回报率恶化的矛盾。板块股价已因市场预期新政策支持(包括国务院常务会议及按揭利息补贴),以及上海、北京楼价企稳、9月销售回升而反弹。该行认为2027年将是核心城市楼价复苏的关键一年,受新供应减少及库存支持;惟对2026年第四季仍保持审慎,因现房销售政策后发展商销售及盈利面临风险,包括新房市场缩小,以及现金转换周期拉长带来的盈利及股本回报率压力。

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