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《大行報告》高盛:內地近周新屋銷售按周升9% 一、二及三線城市按周均呈上升
內房股今日股價彈高,碧桂園(02007.HK)、中國海外(00688.HK)、華潤置地(01109.HK)及龍湖(00960.HK)股價各抽升7.9%、3.3%、4%及3.8%。高盛發表內房銷售統計報告,內地近一周(本年度第35周)新屋銷售按周上升9%(按年跌33%),指華北地區銷售跑贏其他地區。該行指內地近一周的一線城市新屋銷售按周上升5%(按年跌3%)、二線城市新屋銷售按周上升6%(按年跌25%)、三線城市新屋銷售按周上升13%(按年跌35%)。對比高盛上周報告指內地本年度第34周計的新屋銷售按周上升8%(一、二及三線城市新屋銷售按周各跌4%、升18%及升8%)。 若按地區計,近一周(本年度第35周)珠江三角周地區新屋銷售按周上升19%(按年跌35%)、長江三角洲地區新屋銷售按周上升17%(按年跌25%)、華北地區新屋銷售按周上升38%(按年跌3%)、華中及華西地區新屋銷售按周跌11%(按年跌35%)。而高盛表示,內地近一周的二手樓交易按周跌9%(按年升18%)。 該行料,內地8月份一手總建築面積銷售按月跌15%(按年跌29%),指一手樓在一線、二線及三線城市按月各跌7%、12%及16%(按年分別跌11%、32%及29%)。
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