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大行評級|大和:北京加大房貸寬鬆力度 行業首選潤地及越秀地產
格隆匯 06-27 10:23

大和發表研究報吿指,北京市住房和城鄉建設委員會等部門昨日(26日)聯合發佈《關於優化北京市房地產市場平穩健康發展政策措施的通知》,宣佈降低首套房和二套房貸款利率和首付比例,加大房貸寬鬆政策力度,新措施今日(27日)起生效,預期一線城市樓市銷情將因政策利好而改善,但對政策帶動的改善可持續性未感樂觀。

該行認為,市場對政策進一步放鬆已早有預期,相信相關利好因素已反映在股價表現上,但近期隨着三中全會即將舉行,市場或有新一輪政策導向交易潮,因此近期或有入市機會,強調國有房企仍是最佳長期投資目標,繼續將華潤置地及越秀地產列為行業首選,目標價分別為36.1港元及9.95港元,評級均為“買入”。

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