港股異動 | 內房股普漲 報告稱二季度全國住宅新房成交量創近5年同期新高
格隆匯8月21日丨內房股普遍上漲,綠景中國地產大漲6%領漲,中駿集團控股升超4%,華潤置地、佳兆業集團、融創中國均漲超2%。戴德樑行近期發佈《2020年上半年全國住宅市場報告》顯示:二季度單季全國新房住宅成交面積為41884萬平方米,創近5年同期新高,對上半年整體成交量回升的拉動作用明顯。中信證券指出,房地產行業運行穩定,估值具吸引力,看好行業龍頭反彈。2020年下半年是企業推貨的高峯,預計大公司新推貨值會較之上半年增長50%以上。在政策相對穩定的背景之下,預計大公司全年銷售仍有小幅增長。同時,當前地產開發板塊已經和產業鏈之間估值差異過大,估值低廉具有吸引力。

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