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《大行報告》大摩:調查顯示內地買家仍看淡樓價 置業計劃依然黯淡
摩根士丹利發表報告指,該行進行市場調查發現訪問逾2,000名中國居民,發現目前他們的置業計劃或傾向依然較疲弱及黯淡,同時對樓價前景持續看淡,預期會削弱當局房地產寬鬆措施的傳導性,並增加住房銷售的下行風險。 調查於去年12月底進行,訪問2,036名一至四線城市居民,當中六成有置業打算的受訪者認為,近期的樓市支持政策有正面影響,並有52%潛在買家表示措施有利於他們作出置業決定。但同時只有14%受訪者預計未來12個月樓價將上漲,約36%潛在買家仍預期樓價會下跌,僅有1%的受訪者表示預計會在未來6個月內置業,大多數人傾向於選擇國有房企開發的一手房,對民營開發商的接受度為32%。 大摩繼續偏向選擇在一、二線城市擁有豐富可售資源,並有較強健財務實力的大型國企及有國企持股的內房商,包括華潤置地(01109.HK)、中國海外(00688.HK)及綠城(03900.HK),均予「增持」評級。
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