贴息传到房企账上要过几道门:销售回暖为何未必马上变成拿地行情

同花顺
Oct 09

财政部推出年化1个百分点、最长5年的居民购房贷款贴息,房地产(881153)板块最先交易的,未必是房企利润,而是需求预期。真正需要追问的是:一部分家庭的月供压力下降,能否沿着“购房决策—成交确认—按揭发放—项目回款—经营性现金流—拿地投资”的链条走完整?答案大概率不是“所有人都买”,也不会是“所有房企同步受益”。一、从购房者下单到房企回款,至少隔着几道门9月29日,财政部、中国人民银行、金融监管...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10