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地產股全線暴漲!22城住宅用地將實施集中供應消息刺激
格隆匯 02-25 10:17
格隆匯2月25日丨地產股集體大漲提振港A兩地市場。A股榮安地產、凱嘉城、蘇寧環球、中房股份、華夏幸福、皇庭國際和金科股份漲停;港股新城發展、萬科企業和融創中國漲幅均超10%。有網傳消息表示,按照住宅用地分類調控文件要求,22個重點城市實現兩集中,2021年發佈住宅用地公吿不能超過三次。消息還表示,近期將召開視頻會議,在視頻會議之前22個重點城市暫停發佈住宅用地公吿。據稱,22個重點城市除了北上廣深四個一線城市外,還有南京、蘇州、杭州、廈門、福州、重慶、成都、武漢、鄭州、青島、濟南、合肥、長沙、瀋陽、寧波、長春、天津、無錫18個二線城市。目前,網傳的22個城市中,已有部分城市披露了官方文件。分析人士指出,“在同一時期組織大量地塊集中掛牌出讓”對於房企資金將產生一定的分流效果,使得競拍同地塊的房企數量減少,間接降低了土拍的激烈程度,避免出現土拍過熱現象,土地的溢價率將會得到有效合理的控制。同時,對於房企來説,將會加速房企間的分化,資金雄厚的大型房企更具實力參與多宗地塊的競拍,擁有更多的拿地機會。
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