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港股異動 | 內房股全線走高!碧桂園、旭輝控股飆漲逾23%,龍湖集團漲近18%

11月9日消息,內房股持續走高,截至發稿,$碧桂園(02007.HK)$$旭輝控股集團(00884.HK)$漲超23%,$龍湖集團(00960.HK)$漲近18%,$中國海外發展(00688.HK)$$綠城中國(03900.HK)$漲超8%。

消息面上,評級機構標準普爾表示,下調碧桂園信貸評級至「B+」,以反映市場對私營開發商的信心減弱下,公司的融資渠道已經收窄。其後,標普應碧桂園要求,撤銷其發行人信用評級。

碧桂園方面對此表示,目前公司基本面沒有發生重大變化,銷售指標穩中向好,而且得益於金融機構對公司的支持及認可,公司於9月在境內資本市場完成再融資,成本爲全市場最低,此次評級撤銷不會觸發公司存量債務的加速清償條款,不會對公司的償債能力及融資能力產生不利影響。碧桂園1-10月累計實現權益銷售金額3,094億,規模位居行業首位,滾動銷售回款率持續保持90%以上的水平,經營性回款強勁。

據不完全統計,截至目前已有$陽光城(000671.SZ)$$佳兆業集團(01638.HK)$$新城控股(601155.SH)$等約70家房企向三大評級機構提出申請撤銷評級。

此外,植信投資研究院資深研究員馬泓稱,步入2022年末,房企整體融資環境出現了更多有利情形,風險進一步擴大的概率正在下降。隨着宏觀政策不斷落地、部分房企風險有效化解,購房者信心有望得以修復,加之房企融資環境正在積累更多逐步向好的因素,預計年內房地產市場逐步觸底企穩。

銀河證券認爲,目前房地產行業基本面修復路徑仍較爲曲折,前期政策效果未完全顯現,四季度機會與風險並存,一方面行業風險在四季度並未完全出清,另一方面前期困擾行業的主要問題都在逐步進行解決和修正,行業在政策組合拳的支持下有企穩概率。

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