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《大行報告》大和:內地一線城市或放寬二套房購買 龍湖(00960.HK)料受惠
大和發表研究報告指,北京、上海、廣州及深圳四個一線城市房管局發布聲明,承諾加大對房地產市場的支持力度。該行認為,這是要呼應住房和城鄉建設部上周五呼籲的進一步寬鬆措施,包括降低首間房屋抵押貸款首付和利率、提供換樓人士的稅務減免,及放寬首置人士的認可要求。 該行表示,四個一線城市的迅速回應反映出政府的緊迫程度,可能會導致後續政策行動加快。政策放寬方面,該行認為發生在一線城市限購第二間房屋的可能性較大,有關地區政策放鬆空間依然充裕。該行相信,放寬限購第二間房屋有助穩定一線城市中放緩的房地產市場,但料不會對全國房屋銷售產生重大影響。 該行相信,政府將會採取進一步的政策以支持市場。該行料龍湖地產(00960.HK)會受惠於政策,而越秀地產(00123.HK)、華潤置地(01109.HK)和中國海外發展(00688.HK)仍然是更具防守性的選擇。
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