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港股異動丨內房股快速拉昇 融創中國一度大漲17% 世茂集團漲8.6%
格隆匯 04-09 11:25
港股內房股快速拉昇上漲,其中,融創中國一度大漲17%,世茂集團漲8.6%,融信中國漲7.6%,新城發展、富力地產、碧桂園、萬科企業、遠洋集團、旭輝控股跟漲。消息面上,在一系列政策支持下,一線及核心二線城市房地產市場明顯回穩。從數據來看,3月,一線城市新房、二手房成交量同比均大幅增長,其中,北京新房成交面積同比增長46%,深圳二手房成交套數同比增長58%。中泰證券研報表示,2025年第一季度土地市場縮量上漲:雖然推出建面同比下降,但是土地出讓金同比增速回正,溢價率大幅回升。從城市能級來看,不同能級城市在土地出讓金增速和溢價率方面表現差異較大,土地市場出現K型復甦。投資方面,當前房地產銷售市場與土地市場都處於復甦期,政策環境持續發力,也爲近年來最寬鬆的時候,預計板塊的估值會隨着政策呵護持續修復,建議關注業績穩健且安全度較高的龍頭房企。(格隆匯)

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