傳內地或向房企發ABS開綠燈 內房股榮辱互見 恆大(03333.HK)挫逾12%
市傳內地監管當局有望向房企發行抵押資產證券(ABS)開綠燈,紓緩內房業資金緊漲問題。擬內媒報道,包括碧桂園(02007.HK)、萬科(02202.HK)、綠城中國(03900.HK)及龍湖集團(00960.HK)等多家內房擬於近期發行ABS,其中萬科擬於本月完成發行7.77億元人民幣供應鏈ABS。
內房股今天榮辱互見,藍籌碧桂園重越10天及20天線,最高見7.51元,半日收7.32元,回升3.7%;萬科低開報18.42元獲承接,掉頭升破20天線(18.87元),最高見19.5元(受制50天線19.56元),半日收18.82元,續升1.5%。
藍籌華潤置地(01109.HK)、龍光(03380.HK)、旭輝(00884.HK)及時代中國(01233.HK)升1.2%-2.1%,前者四連升,盤中高見34.75元,後三者分別高見7.89元、4.61元及4.56元。藍籌中海外(00688.HK)股價最高見19.32元創近半年高,半日收18.76元,續升0.3%。
相反,中國恆大(03333.HK)低見1.92元,半日收1.97元,急挫12%,半日成交達1.61億股。恆大控股股東許家印被廣東省政府約談後,人行、中銀保監及中證監日前就恆大事件回應指,恆大集團出現風險主要源於自身經營不善及盲目擴張,指在恆大的要求下,廣東省政府同意向恆大地產派出工作小組。
藍籌龍湖集團反覆跌,股價高低見39.8元/37.4元,半日收37.45元,反覆續跌1.4%。融創中國(01918.HK)半日收13.32元,反覆回落1%。富力(02777.HK)最高見4.22元,半日低收4.03元,跌1.7%,中國奧園(03883.HK)股價高低見1.84元/1.67元,半日收1.69元,續跌5%。
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