供地節奏大調促地產股走出爆炸行情:A股13股漲停 港股15股漲幅超10%
格隆匯2月25日丨因22城住宅用地將實施集中供應消息刺激,A股地產股現漲停潮,萬科A、保利地產、凱嘉城、華夏幸福、深深房A、新城控股、中房股份、世茂股份、榮安地產、蘇寧環球等13股漲停;港股15只地產股漲幅超10%,其中,合景泰富漲超20%。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(集中發佈出讓公吿、集中組織出讓活動),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。


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