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內房股普遍造好 美的置業及遠洋彈6%-10% 劉鶴稱政府正考慮新舉措
國務院副總理劉鶴昨天(15日)表示,房地產是國民經濟支柱產業,針對當前下行風險,中國政府已出台一些政策,正在考慮新的舉措,努力改善行業的資產負債狀況,引導市場預期和信心回暖。星展最新報告指,近期政策利好內房,首選潤地(01109.HK)、中海外(00688.HK)、越秀地產(00123.HK)和龍湖(00960.HK)。 內房股今天普遍造好,尤其是向太古地產(01972.HK)收購成都項目權益的遠洋(03377.HK)終止四連跌,股價重越10天線(1.07元),最高見1.19元,現報1.11元,回升9.9%,成交急增至6,571萬股。 美的置業(03990.HK)回升5.9%報13.24元,回補5月30日部分下跌裂口。合景泰富(01813.HK)及富力(02777.HK)曾高見2.48元及2.27元,現報2.39元及2.19元,回升約4%。 龍湖、碧桂園(02007.HK)、時代中國(01233.HK)、龍光地產(03380.HK)及雅居樂(03383.HK)彈逾3%-4%,前兩者曾分別高見26.8元及2.86元。 萬科(02202.HK)、綠城中國(03900.HK)、中海外、潤地和越秀地產續升逾1.5%-4%,後者升幅最大曾高見10.2元。 國家統計局昨天公布,首11個月全國房地產開發投資按年降9.8%至12.39萬億元人民幣(下同),其中住宅投資按年降9.2%9.4萬億元。期內,商品房銷售額按年降26.6%至11.86萬億元,其中住宅銷售額按年降28.4%。
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