內房股集體大漲 融信中國(3301.HK)漲超8%
格隆匯6月20日丨港股內房股集體走強,正榮地產漲超18%,禹洲集團漲超15%,旭輝控股漲11%,綠景中國漲近11%,新城發展漲近10%,合景泰富和融信中國漲超8%,寶龍地產、中駿集團、中國海外發展漲超7%。國家統計局發佈數據顯示,2022年5月份,70個大中城市商品住宅銷售價格環比總體延續降勢,但降勢趨緩。光大證券指出,2022年5月,地產銷售及新開工單月同比增速均出現拐點,房地產行業基本面底部或已確認。後續隨着更多寬鬆政策釋放及落地,銷售數據或迎來持續回暖,進而帶動新開工及竣工端的回暖。中信證券則表示,不宜對房地產產業鏈過於悲觀,在諸多政策配合之下,市場基本面有望在三季度開始進一步復甦。

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