平安證券:預售金監管現改善信號 推薦龍光集團(03380.HK)等優質民企

針對近日相關部門下發關於商品房預售資金監管意見,平安證券研究報吿分析認為,此次意見對預售資金進行全國統一規定,規範預售資金使用,夯實地方相關部門監管責任。
該報吿認為,信心重拾為打破當前困境關鍵,政策端仍需加大發力。此前政策層面明確表示"着力穩定宏觀經濟大盤",房地產為經濟的重要支撐。此次預售資金過度監管糾偏,利於緩解房企資金流狀況。
平安證券指出,從短期看,無論是從"穩增長"大局,還是避免行業系統性風險,後續政策端仍有改善空間,有望帶來板塊估值持續修復,建議關注短期抗壓能力強、中長期競爭優勢突出的龍頭房企及二線彈性優質民企,推薦龍光集團(03380.HK)等。
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