港股異動 | 內房股爆發，融創中國升超10%，房地產市場銷售恢復超預期
uSMART友信智投 07-02 10:55
uSMART友信智投7月2日消息，週四港股，內房板塊大爆發，截至9:45分，中國金茂升超11%，融創中國升10.02%，綠城中國升超9%，時代中國控股升超9%，中國恒大升超5%，寶龍地產升超6%，世茂集團升超8%，旭輝控股集團升超9%.
消息面上，房地產市場銷售恢復超預期。
克爾瑞公佈2020年6月百強房企銷售額，10強、50強、100強6月實現銷售額分別為5352億元、11871億元、14432億元，環比增速分別為+31.9%、32.2%、32.0%，同比增速分別為+10.4%、+15.6%、+15.8%，較5月同比增速分別提升+8.9%、5.2%、1.3%，1-6月累計銷售額分別為20876億元、42703億元、51141億元，同比增速分別為+2%、-1%、-2%，較1-5月累計銷售增速分別提升+3.9%、+4.9%、+5.3%。
天風證券點評認為，目前房地產板塊處於估值底部區間，1）考慮到當前行業由融資驅動逐步轉向運營驅動，運營驅動有望帶來經營品質的提升；2）當前行業資料全面改善、銷售端的韌性強於預期；3）行業融資成本下行或為趨勢，融資成本下行疊加經營品質的提升或有望助推企業利潤率階段性觸底。
中信證券認為，行業基本面高度平穩，部分房企估值具備明顯修復空間，看好優質地產企業，推薦保利地產，龍湖集團(00960)，旭輝控股集團(00884)，綠地控股，萬科A，金地集團，世茂集團(00813)，大悅城(00207)，濱江集團，融創中國(01918)和華夏幸福。
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