港股異動 | 內房股集體上漲 預售資金監管迎全國統一規定 1月信貸社融增長“開門紅”
格隆匯2月11日丨內房股集體上漲,其中世茂集團漲7%,新城發展、旭輝控股集團漲5%,融創中國、合景泰富集團、富力地產、中國奧園漲超4%,寶龍地產、中國恆大、雅居樂集團漲超3%。消息面上,商品房預售資金監管迎全國統一監管,房企資金壓力有望緩解。中金稱,更趨規範化的商品房預售資金監管制度有利於房企銷售資金的合理使用,有助於防範因監管過嚴而導致部分房企流動性風險進一步加重。明確預售資金監管標準及監管責任主體認定,帶動房地產預售資金的有序流轉,也可以更好地匹配各級住建部門的“保交房”原則。當前地產項目工程建安支出平均約佔銷售額的40%左右。另外,1月信貸和社融數據均創下歷史單月新高,且均超預期。中信證券指,穩增長初見成效,市場對政策發力的信心有望強化。

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