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《大行報告》大和料內房股受政策左右多於銷售數據 看好越秀地產、潤地、龍湖及新城
大和發表報告指,上周五(25日)晚間,人民銀行、銀保監會和住房城鄉建設部聯合發布通知,推動落實購買首套房貸款「認房不認貸」政策措施。該行指有關措施不是新鮮事,因為自2022年以來,已有超過65個城市實施優化認房認貸政策,而且有關部門最近亦多次提到需要放寬房貸規定。 該行認為,今次發出的通知是中央政府提醒地方政府,尤其是一線城市採取相應行動,同時亦顯示中央政府決心重振購房者信心和房地產市場。 大和認為政策支持比房屋銷售更有可能提振市場情緒。獲「買入」評級的越秀地產(00123.HK)和華潤置地(01109.HK)是該行長期看好的國企內房股,另該行亦看好民營內房「生還者」龍湖(00960.HK)和新城發展(01030.HK)具交易機會。
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