瑞銀:「施政報告」對地產商輕微正面
瑞銀分析師認爲,政府新一份《施政報告》大致符預期,聚焦房屋供應及融合大灣區;對地產商來說屬輕微正面,免除了大規模收回農地的憂慮,預料能降低發展祖堂地門檻,加速發展商轉換農地的速度。該行說,在政府統籌能力提高下,預料新發展區的發展週期將會由以往的十六至二十三年顯着縮減,指在1997年之前發展週期少過十年。
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