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寶龍地產、萬科企業領內房股普漲
格隆匯 12-20 11:30
格隆匯12月20日丨內房股今日普漲,其中,寶龍地產和萬科企業漲超3%領漲,融創中國、合景泰富、綠城中國、旭輝控股、世茂房地產、華潤置地和融信中國漲幅均在2%以上。本週初,國家統計局發佈的數據顯示,2019年前11月,全國房地產開發投資121265億元,同比增10.2%;前11月商品房銷售面積148905萬平方米,同比增0.2%,增速比前10月加快0.1個百分點;11月份,房地產開發景氣指數為101.16,比10月份提高0.02點。 中信建投認為,房地產市場仍呈現弱復甦狀態,但無論銷售動能還是投資開工動能均有所回落,政策上主基調不變但微調持續發生,短期將繼續支撐板塊的估值修復。中信證券認為,在今年5月以來政策調控之下,房地產產業鏈運行平穩。地產企業融資得到有效控制,土地市場平穩,房價未出現上漲風險,政策調控目標亦已基本達成,政策環境出現邊際改善。穩定的基本面和政策面,加之地產板塊整體低估值,是跨年行情的有力催化。
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