內地百強房企5月銷售額環比急漲21.3% 內房股漲逾4%-10% 時代中國跑贏
內地5月製造業PMI意外重現擴張,加上中美因訂立「港區國安法」緊張關係沒有市場預期急劇升溫。滬深股市急漲逾2%-3%,港股急彈3.4%曾重越23,800逼近20天線;國指急彈3.1%報9,857。
克而瑞研究中心最新數據顯示,內地百強房企5月實現全口徑銷售金額環比急彈21.3%至10,915.4億元人民幣,按年升12.2%。本港內房股跑贏,尤其是獲中證監批准發行25億人民幣境內公司債券年息5.24%的的時代中國(01233.HK)重越20天及50天線(12.35元),最高見12.66元,現造12.58元,續漲11%。
融創中國(01918.HK)及以總代價18億元向主席等出售本港5幢獨立洋房及銷售貸款的旭輝(00884.HK)續漲9%及9.3%分別高見34.3元及6.26元,前者股價重越10天、20天及50天線(33.9元);後者價升破10天、20天及百天線(5.77元)。合景泰富(01813.HK)扭四連跌,股價急彈8.9%高見11.94元,重越百天線、50天、10天及20天
線(11.04-11.5元)。
綠城中國(03900.HK)、中國奧園(03883.HK)、藍籌潤地(01109.HK)、雅居樂(03383.HK)、中海宏洋(00081.HK)、富力(02777.HK)、金茂(00817.HK)、萬科(02202.HK)、恆大中國(03333.HK)、美的置業(03990.HK)、中國海外(00688.HK)、禹洲地產(01628.HK)、寶龍地產(01238.HK)、佳兆業(01638.HK)、藍籌碧桂園(02007.HK)及龍光地產(03380.HK)升逾4%-7.5%,後兩者最強分別高見報9.98元及12.7元。
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