港股異動 | 內房股繼續走高,雅居樂集團漲近20%,三部門發文支持優質房企通過保函置換預售資金
內房股早盤繼續走高,截至發稿,$雅居樂集團(03383.HK)$漲近20%,$合景泰富集團(01813.HK)$、$富力地產(02777.HK)$漲超7%,$旭輝控股集團(00884.HK)$、$中國海外發展(00688.HK)$漲約3%。
消息面上,11月14日,中國銀保監會、住房和城鄉建設部、人民銀行發佈商業銀行出具保函置換預售監管資金有關工作的通知,允許商業銀行按市場化、法治化原則與優質房地產企業開展保函置換預售監管資金業務。
對於房企按規定通過保函置換的預售監管資金,《通知》要求企業要優先用於項目工程建設、償還項目到期債務等,不得用於購置土地、新增其他投資、償還股東借款等。房地產企業要按約定承擔監管賬戶內的資金補足義務,確保項目建設資金充足。
根據中金公司最新研報指出,房價自去年中以來已累計下行約一成,10月成交、掛牌價格指數均繼續邊際下行,但下行速度未較此前明顯加速;
往前看,他們認爲房價或仍階段性面臨一定下行壓力但幅度可控,短期供需兩側政策逐漸加碼,板塊情緒有望得到整體提振,中長期繼續看好財務穩健、土儲優質、拿地積極的均好型房企,行業基本面逐漸企穩後此類房企或將率先進入規模擴張和穩健擴表的良性循環,「強者恆強」格局凸顯。
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