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A股地產股普跌 萬科A跌超3%
格隆匯11月12日丨A股地產股沒能延續昨日的全線大漲行情,今日盤初普跌。其中,金科股份跌超4%,金地集團、萬科A、綠地控股跌超3%,深物業A、華夏幸福、蘇寧環球、世茂股份、新城控股等跌超2%,保利發展跌幅在1%以內。11月10日,中國人民銀行發佈的數據顯示,2021年10月末,個人住房貸款餘額37.7萬億元,當月增加3481億元,較9月多增1013億元。 經濟日報發文稱,市場上出現了“放鬆調控”甚至“寬信用”的猜測。實際上,無需過度解讀10月個人住房貸款增加。這是對此前部分地區、部分銀行房貸從緊的適度調整,其目的是保障剛需、滿足居民合理購房需求,進而穩定市場預期。房地產信貸平穩有序投放不會變,房地產市場平穩健康發展不會變。 另外,首創證券也表示,近期板塊大漲主要源自地產融資邊際寬鬆,結合近兩日的股價走勢看,四季度地產板塊大概率能取得超額收益。但從地產行業基本面看,目前整體盈利下降趨勢仍在延續,預計房企銷售單月負增長態勢短期內無法扭轉,住宅市場觀望情緒可能仍然較濃。

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