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大行評級|大和:深圳放鬆限購釋放正面信號 首選華潤置地和越秀地產
大和發佈研究報吿稱,深圳發佈《關於進一步優化房地產政策的通知》,從分區優化住房限購政策、調整企事業單位商品住房政策、提升二手房交易便利化等方面進一步優化房地產政策。該行表示,深圳與其他大城市一起放鬆住房限購政策,雖然並不是徹底改變遊戲規則,但卻向樓市釋出正面訊號,認為國有房企仍然是最好的長期投資,重申首選華潤置地和越秀地產。報吿指出,雖然最新的放鬆措施並非覆蓋全市範圍,但仍符合該行預期,因為核心區域的住房供應仍然緊張,但考慮到66%的深圳居民仍然未有户口,因此認為新措施影響不會太輕微,購屋門檻降低應該會加快釋放住房需求。而根據CREIS的數據,2023年這些非核心區貢獻了深圳新房銷售的88%左右。
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