《大行報告》野村:內房今年初銷售弱 估計在全國推放鬆政策機會較低
野村發表報告,內地房地產板塊在1月和2月進一步走弱,地方政府和銀行近期出臺的行業相關寬鬆措施仍很大程度上在地方政府的決策空間內,這些措施可能會有所幫助,但可能會進一步削弱準買家信心,他們可能更希望等價格進一步下跌來購買房屋,認爲目前中央政府推出全國性寬鬆政策的機會較低。
野村認爲,最嚴謹的房地產限制措施已經過去,但就市場本身而言,最差的情況尚未到來,因爲2015-2018年期間低線城市的大規模過度建設,以及北京對其大部分遏抑房價政策的堅持,隨着北京越來越擔心經濟放緩加劇和金融市場受幹擾的風險上升,預計3月中旬之後中央將採取進一步的寬鬆措施。
該行分析師表示,越來越擔心政策變化是否足夠有效和及時,以防止房地產銷售在今年上半年出現回調,房地產銷售的進一步惡化將影響大多數民營房企。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.