A股異動丨地產股拉昇 百強房企11月銷售業績超預期
格隆匯12月2日丨地產股拉昇,萬業企業逼近漲停,萬通發展漲4.44%,萬科A漲近4%。據克而瑞,2020年11月,百強房企實現全口徑銷售金額約1.39萬億元,同比增長20.2%,環比增長8.4%,整體銷售超預期。今年前11個月,這個數字約為11.328萬億元,同比增長10.3%。另據中國房地產指數系統百城價格指數統計,11月份,全國100個城市新建住宅平均價格為15755元/平方米,環比上漲0.32%,同比上漲3.63%;二手住宅平均價格為15448元/平方米,環比上漲0.29%,同比上漲2.70%。華泰證券發文稱,銷售目標和三條紅線的雙重壓力下,房企年末持續加大推盤和營銷力度,供給提升維持百強銷售韌性。市場將從過去追求爆發轉向具備持續健康發展能力的房企,看好優質房企的估值重塑機遇。

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