港股異動 | 內房股普漲 綠城中國(3900.HK)漲近5%領漲
格隆匯10月7日丨內房股普漲,綠城中國(3900.HK)漲近5%領漲,雅居樂漲超3%,SOHO中國漲超2%,碧桂園、時代中國控股、旭輝等跟漲。綠城中國昨晚公佈今年前9個月銷售額達1607億元,同比增長30.4%。此前中國奧園公佈9月物業合同銷售額同比增長13.7%;碧桂園9月銷售額同比增長25.3%。麥格理髮研報認為,樓市9月份銷售表現已恢復到疫情前水平,並指9月份內房合約銷售增幅由8月的29%降至25%,預計開發商在緊縮的融資環境下將加快現金迴流,因此下半年銷售升勢將持續。野村亦指,仍有信心大部份內房今年可完成其銷售目標,列碧桂園、新城發展及旭輝為首選股,同時對擁有強勁收租組合的發展商持長期正面看法,如華潤置地。

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