《大行報告》匯豐研究料內地將推出更多刺激房產需求措施 看好中國海外(00688.HK)、潤地(01109.HK)及旭輝(00884.HK)
匯豐研究發表研究報告指出,內地貸款數據顯示5月份房屋銷售疲弱,假如沒有相關政策支持,相信行業情況不太可能有所改善,而發展商違約風險將繼續限制購房,同時影響住宅按揭貸款申請。
該行認為,部分市場參與者預計內地最早將於6月份降息,以刺激長期的貸款需求。但對於房地產而言,該行並不認為降息為解決問題的有效手段,因目前令買家卻步的因素包括發展商違約風險、疫情「封城」及普遍疲軟的樓價問題,而失業率上升等暗淡的宏觀因素亦削弱購房力。
此外,匯豐研究預期內地政府將推出更多刺激房產需求措施,並認為更有效的措施為更廣泛地削減首付要求及放寬購房限制。於國企中看好中國海外(00688.HK)及潤地(01109.HK),民企中偏好旭輝(00884.HK),評級均為「買入」,認為他們的資產負債表健康和融資能力較強。
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