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《大行報告》高盛料內房行業流動性困難仍然嚴峻 料當局需進一步出台支持政策
高盛發表報告指,國家統計局公布今年8月全國房地產市場數據,銷售及竣工按年跌幅收窄,但房地產固定資產投資和新開工的按年跌幅則進一步擴大。 該行認為,行業情況仍然艱難,因流動性繼續受到挑戰,正觀望當局進一步出台支持政策的規模;需要密切留意財政自給率低、土地銷售收入大幅下降的城市,主因房地產市場緊張或會對地方財政及消費者信心造成負面影響。 高盛對國企及部分民企發展商看法維持正面,中海外(00688.HK)續為行業首選,評級為「買入」。該行相信目前的一手市場情緒,或會導致潛在置業者更集中於偏好此等發展商的項目。
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