港股异动 | 内房股继续走高,雅居乐集团涨近20%,三部门发文支持优质房企通过保函置换预售资金
内房股早盘继续走高,截至发稿,$雅居乐集团(03383.HK)$涨近20%,$合景泰富集团(01813.HK)$、$富力地产(02777.HK)$涨超7%,$旭辉控股集团(00884.HK)$、$中国海外发展(00688.HK)$涨约3%。
消息面上,11月14日,中国银保监会、住房和城乡建设部、人民银行发布商业银行出具保函置换预售监管资金有关工作的通知,允许商业银行按市场化、法治化原则与优质房地产企业开展保函置换预售监管资金业务。
对于房企按规定通过保函置换的预售监管资金,《通知》要求企业要优先用于项目工程建设、偿还项目到期债务等,不得用于购置土地、新增其他投资、偿还股东借款等。房地产企业要按约定承担监管账户内的资金补足义务,确保项目建设资金充足。
根据中金公司最新研报指出,房价自去年中以来已累计下行约一成,10月成交、挂牌价格指数均继续边际下行,但下行速度未较此前明显加速;
往前看,他们认为房价或仍阶段性面临一定下行压力但幅度可控,短期供需两侧政策逐渐加码,板块情绪有望得到整体提振,中长期继续看好财务稳健、土储优质、拿地积极的均好型房企,行业基本面逐渐企稳后此类房企或将率先进入规模扩张和稳健扩表的良性循环,「强者恒强」格局凸显。
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