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A股異動丨3月銷售與新開工降幅明顯收窄,地產股再度集體走強,天保基建3連板
格隆匯 04-18 10:16
A股房地產板塊延續昨日強勢,今日再度集體上漲,其中,天保基建走出3連板,三湘印象、御銀股份漲停,特力A、渝開發、榮豐控股、格力地產等跟漲。中信建投研報稱,3月單月全國商品房銷售面積同比下降0.9%,降幅較1-2月收窄4.2個百分點,止跌回穩成效持續顯現。銷售改善更多體現在高能級城市,同時銷售增速仍處於負的區間,市場企穩勢頭需要進一步鞏固。房企保持在覈心城市的較高拿地熱情,一二線城市的宅地出讓溢價率保持高位;同時房企開工熱情也出現明顯改善,3月新開工面積降幅大幅收窄。另外,高盛首席中國股票策略師劉勁津在4月16日一場機構對話中指出:已經看到房地產市場出現了一些企穩跡象。特別是在一線城市,無論是房價還是土地拍賣活動,最近都表現得相當強勁。預期在接下來的幾個月里,房地產市場可能會獲得更多支持。

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