港股異動丨房企陸續公佈5月銷售數據,內房股集體上升,合景泰富升超15%,龍光集團升超10%
格隆匯6月6日丨今日港股市場內房股集體走強,合景泰富升超15%,龍光集團升超10%,遠洋集團和碧桂園升超8%,龍湖集團升超7%,寶龍地產中駿集團升超6%,雅居樂、融創中國、中國海外發展、中國金茂、華潤置地升超5%。房企陸續公佈5月銷售數據:合景泰富5月預售額為23.8億元;碧桂園5月實現歸屬公司股東權益的合同銷售額約人民幣182億元;融創中國5月實現合同銷售金額約77.9億元;雅居樂5月預售額42億人民幣;越秀地產5月實現合同銷售額同比上升約49.6%至123.55億元。國信證券研報指出,雖然5月地產復甦短期趨弱,但市場復甦大勢不會改變,且優質房企的銷售低點、業績低點均已過去。經歷了近2月的熱度迴歸期、政策空窗期,地產股已跌出了β空間,板塊已非常具備性價比。繼續強烈建議左側投資者佈局地產及地產鏈,重點跟蹤銷售數據邊際變化和新聞動態,任何被市場感知到的基本面或政策向好,都會帶來豐厚的回報。

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