港A兩地地產股多數上漲 金地集團、保利地產漲超5%
格隆匯9月13日丨港A兩地市場地產股多數上漲。A股廣宇發展漲停,金地集團漲超6%,保利地產、京投發展、深深房A漲超5%,香江控股漲4%,招商蛇口、萬科A等漲超3%。港股內房股中,瑞安房地產漲超8%,富力地產漲近7%,綠城中國漲超5%,雅居樂集團漲超3%。中信建投稱,上週房企流動性危機帶來的行業風險事件持續發酵,恆大集團面臨的兑付危機與建業集團因洪災等衝擊所遭遇的困難,受到了市場的高度關注。同時常州市在第二輪集中供地當中也發生了年內首次土地流拍。中信建投認為,地產行業當前正處於至暗時刻,但從第二輪集中供地的規則修改開始,政策正逐步導向為行業提供合理利潤率區間,未來房地產行業在規範出清過程中有望迎來改善,看好高信用的龍頭房企或多元化轉型卓有成效的房企。

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