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港股異動丨傢俱家居板塊大漲 房地產銷售及新開工拐點已現
格隆匯6月20日丨港股市場敏華控股漲超9%,匯森家居漲3.45%;A股市場江山歐派接近漲停,喜臨門和金牌櫥櫃漲近9%。光大證券研報指出,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。隨着房地產銷售數據持續向好,消費建材龍頭公司或將迎來估值及基本面雙重改善。

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