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港A異動丨迎政策利好,港股金輝控股升超15%,華麗家族等升停
港A兩地房地產股大幅拉昇,港股方面,金輝控股升超15%領銜,融信中國升近14%,融創中國、綠城中國、中國金茂升幅居前;A股方面,三湘印象、華麗家族、天保基建升停,世聯行、渝開發、廣宇集團皆上升。消息上,中國人民銀行行長潘功勝在參加國新辦新聞發佈會時表示,降低個人住房公積金貸款利率0.25個百分點,5年期以上首套房利率由2.85%降至2.6%,其他期限的利率同步調整。另外,下調個人住房公積金貸款利率。華泰證券研報指出,進入二季度,房地產行業增量政策窗口逐步打開,結合更加積極有為的宏觀政策以及更加積極的財政政策定調,後續需關注實操政策落地節奏。往前看,考慮到一線城市的政策彈性更大,更加看好以一線城市為代表的核心城市復甦節奏,以及在對應區域擁有儲備或新獲取資源的房企的估值修復。(格隆匯)

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