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港股異動丨內房股普跌 高盛料中國未來幾年新住房需求比峯值大減75%
港股內房股普遍下跌,其中,融信中國跌超4%,金輝控股跌超3%,新城發展、世茂集團、中國金茂、雅居樂集團、華潤置地、綠城中國均跌超2%以上。消息上,高盛預計,未來幾年中國城市的新住房需求將比2017年的峯值大減75%,因爲人口減少和價格下跌的預期心理持續衝擊投資興趣。高盛報告指出,人口減少和城鎮化速度放緩,表明人口的住房需求正在下降。隨着業主出售空置公寓,中國的投資需求可能會轉爲負值。因此,未來幾年中國城鎮對新住房的年度需求可能仍將略低於500萬套,遠低於2017年2000萬套的峯值。

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