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傳國有增信機構擬提供全額擔保助內房發債 內房及物管股急漲 龍湖、旭輝系及碧桂園系飆14%至20%
恆指今早(16日)受地產分類指數急彈4.2%帶動,曾高見20,173後無以爲繼,在貼國際油價走弱「三桶油」、昨天逆市跑贏海底撈(06862.HK)及小米-W(01810.HK)跌逾1.5%至3%拖累,最低見20,043,現報20,061,僅回升20點或0.1%,總成交額320億元。 傳內地國有增信機構擬提供全額擔保助房企發債,加上人行昨天意外下調中期借貸便利(MLF)及7天期逆回購操作中標利率10點子爲七個月來首降。內房股繼昨天(15日)隨大市回落後,今早全面急漲,其中龍湖(00960.HK)和旭輝(00884.HK)重越10天及20天線,最高見26.1元及2.2元,現報25.85元及2.16元,急漲17%及15.6%,成交增至2,127萬股及近1.12億股。 藍籌碧桂園(02007.HK)高見2.74元,現報2.65元,急漲14%,成交增至1.67億股。時代中國(01233.HK)高見1.52元,現報1.43元,急漲17%。新城發展(01030.HK)急漲11%,曾高見2.96元。 藍籌中海外(00688.HK)及潤地(01109.HK)升逾5%,曾分別高見21.25元及32.2元,股價重越10天線。 萬科(02202.HK)、富力(02777.HK)、中駿(01966.HK)、合生創展(00754.HK)、綠城中國(03900.HK)、雅居樂(03383.HK)、中國金茂(00817.HK)及合景泰富(01813.HK)升逾4%至8%,後者最強報1.58元。 物管股也急漲,尤其是碧桂園服務(06098.HK)曾升破10天及20天線,最高見17.04元,現報16.62元,飆20%,爲最強藍籌,成交增至5,590萬股。 旭輝永升服務(01995.HK)曾一舉升破10天及20天線(4.75元及5.29元),最高見5.36元,現報5.17元,急漲20%。新城悅服務(01755.HK)升破10天及20天線,最高見7.08元,現報6.91元,漲11.3%。 雅生活服務(03319.HK)、保利物業(06049.HK)、合景悠活(03913.HK)、金科服務(09666.HK)及融創服務(01516.HK)升逾4%至8%,後者彈力最報3.31元。 據《路透》引述消息人士指出,內地金融監管部門推出新措施緩解房企流動性壓力,由國有增信機構中債信用增進公司對民營房企發債開展效力更強的「全額不可撤銷擔保」幫助房企發債。而部分債券發行有望在本月底中期業績發佈截止日前完成。該人士透露,相關內房民企包括龍湖及旭輝等。其中,中債信用增進提供全額擔保首筆龍湖集團中期票據已在推進發行,發行規模不超過15億元人民幣,期限涉三年及五年期。
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