內房股集體走強 世茂和融創領漲 保障性租賃住房將成樓市新增長極
格隆匯2月9日丨港股內房股集體走強,其中,世茂集團漲超8%,融創中國漲6%,中國奧園漲5%,禹洲集團、富力地產漲超4%,雅居樂、佳兆業集團、時代中國、融信中國、旭輝、合景泰富、新城發展、龍光集團、中國金茂、中國恆大漲超3%。央行、銀保監會聯合發文,明確保障性租賃住房有關貸款不納入房地產貸款集中度管理。分析人士指出,新規的落地,不論是對減輕房企負債投資壓力,還是打消銀行發放涉房貸款諸多顧慮都有積極作用。對房企而言,隨着近期一系列樓市調控政策的微調,房企銷售和資金壓力有望逐步緩解,從而推動市場預期逐步改善。可以預見,已落地的糾偏政策會持續發力,而在穩地價、穩房價、穩預期的總體要求下,各地還會因城施策繼續出台有利於促進房地產業良性循環和健康發展的相關舉措。

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