A股異動丨地產股現升停潮,金地集團等16股升停,市場預期更多核心城市有望出台穩地產政策
A股市場房地產板塊現升停潮,其中,華夏幸福、榮盛發展、大龍地產、京能置業、福星股份、津濱發展、榮安地產、萬科A、金地集團、天保基建、南國置業等16股升停。消息面上,4月28日,四川省成都市出台通知,全市範圍內住房交易不再審核購房資格,成都成為武漢、合肥、南京、長沙等熱點省會城市後,又一座全面放開住房限購的城市。截至目前,除海南省外,核心城市中,僅北京、上海、廣州、深圳四大一線城市和杭州(新房)、天津、西安等核心區仍維持限購政策。西部證券認為,核心二線城市積極推動樓市支持性政策落地,釋放寬鬆信號,成都全面取消限購政策,南京買房即可落户。政策端供給需求兩側齊發力,成交量有望温和回暖,建議對行業進行標準化配置。國金證券認為,成都出台穩定房地產市場的系列措施,深圳支持“以舊換新”,當前政策覆蓋範圍及支持力度更勝以往,預計五月以後更多核心城市有望出台政策加碼。首推重點佈局持續深耕一線及核心二線城市,主打改善性產品,且具備城中村改造經驗及實力的央國企。

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