菏澤“降首付”!港A地產股普漲
格隆匯2月18日丨A股泰禾集團和黑牡丹漲停,濱江集團、新城控股漲超4%,廣宇發展、中交地產、中洲控股、金科股份、新華聯、金地集團和光明地產漲超3%,招商蛇口、沙河股份漲超2%,保利發展和萬科A漲超1%;港股融創中國、綠城中國和華潤置地漲超3%,旭輝、新城發展、中海外、寶龍地產漲超2%,萬科企業漲超1%,碧桂園漲近1%。山東菏澤當地大行下調首套房付款比例至20%,首套房貸款利率由去年年末的5.95%下調至5.6%,二套房貸款利率由去年年末的6.14%下調至5.95%。中信證券點評稱,當前各地房地產政策工具箱儲備仍較豐富,此次菏澤市調整“無房無貸”購房者的首付比例標誌着需求端政策優化的開啟,後續各地需求端政策有望依據銷售情況而“因城施策”推進,此外地產融資政策亦有調整優化空間。中信證券預計“新房銷售企穩→問題項目處置→房企融資能力恢復”有望在後續季度漸次出現。


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