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陽光城(000671.SZ)領地產股普漲 政治局會議未提房地產
格隆匯 12-09 15:09
格隆匯12月9日丨A股地產股普漲,陽光城(000671.SZ)漲6.5%領漲,新城控股漲5.6%,榮盛發展、金地集團、金科股份漲幅均在4%以上,保利地產漲近4%。中共中央政治局12月6日召開會議,分析研究2020年經濟工作,此次會議未提及房地產相關內容。大摩最新報告稱,中央目前對待房地產行業較7月時立場更為“鴿派”,並指中央政治局自2014年以來僅4次會議無提及內地房地產行業(即2015年7月、2018年10月、2018年12月及2019年12月),認為內地或藉此釋出放鬆訊號。不過,有業內人士指出,從數據來看,全國樓市走勢較為平穩,2019年1—10月份,全國房地產開發投資109603億元,同比增10.3%;商品房銷售面積133251萬平方米,增速今年以來首次由負轉正,同比增0.1%。這種情況下,尚沒有對房地產調控政策進行方向性調整的基礎和必要,總體仍要以穩為主。12月份的政治局會議隻字不提房地產,也説明這個行業本身目前沒有大幅調整政策的需求,也就是説,整個房地產調控政策沒有轉向的訴求。
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