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港股異動 | 內房股普漲 銀保監會稱房地產金融化泡沫化勢頭得到實質性扭轉
格隆匯9月26日丨內房股普漲,龍湖集團、碧桂園漲4%,禹洲集團、綠景中國、合景泰富集團、華潤置地、中國海外發展漲3%。建設銀行此前宣佈,擬成立建設銀行住房租賃基金(有限合夥),募集規模為300億.該基金將通過投資房企存量資產,改造為租賃住房,增加市場化長租房和保障性租賃住房供給,探索租購併舉的房地產發展新模式。銀保監會相關部門負責人23日表示,房地產金融化泡沫化勢頭得到實質性扭轉。增量風險已基本控制,存量風險化解正有序推進。部分大中型企業債務風險平穩化解。截至今年8月末,市場化法治化債轉股落地金額約2萬億元。光大證券認為,2022開年以來,多方釋放積極信號,5年期LPR連續下調,保障房貸款不納入集中度管理,預售監管資金新辦法結構性糾偏,“α風險”修復進入執行階段。預期後續隨着疫情好轉,悲觀情緒逐步修復,房地產行業供需回暖可期。

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