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港股異動丨內房股集體走強,百強房企6月銷售額環比增36%,同比跌幅顯著收窄
銷售回暖,港股市場內房股今日集體走強。其中,雅居樂集團升近8%,龍湖集團、世茂集團升超5%,旭輝控股、萬科企業、遠洋集團、新城發展、綠城中國、融創中國、華潤置地升超4%。第三方機構克而瑞研究院7月1日發佈《2024上半年中國房地產企業銷售TOP200排行榜》顯示,6月,百強房企實現銷售額4389.3億元,環比增長36.3%,同比下降16.7%,降幅較5月的33.6%顯著收窄,也是近一年來最小跌幅。上半年,百強房企實現銷售額18518.3億元,同比降低39.5%,降幅收窄4.7個百分點。6月,近六成百強房企實現單月業績環比增長,近三成房企實現單月業績同比增長。摩通指出,銷售表現改善主要因為基數效應,市場是否真正觸底,第三季銷售數據將是關鍵,並預料第四季銷售轉升。另外,中指研究院分析師孟新增稱,從短期來看,一線城市政策仍具備較大優化空間,隨着下半年政策端持續發力,一線城市市場情緒有望繼續好轉,從而帶動新房成交規模温和修復。

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