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《大行》瑞銀:如落實「購房資金通」將為本港樓市帶來積極作用 對恆地、信置、新地及嘉里看法正面
瑞銀發表研究報告指,財政司司長陳茂波日前宣布,政府正與中央機構研究放寬內地來港人才調配資金在港買樓限制,同時,民建聯倡議參考互聯互通的做法,推出「購房資金通」。該行指出,如果措施得以落實,或對香港房地產行業帶來積極影響,內地的資本管制長久以來一直是內地買家的障礙,內地買家需求上升或有助於緩解樓價和庫存壓力。 該行表示,雖然「購房資金通」政策仍需討論,因此預期不會很快推出計劃。不過,如果計劃啟動,相信在大灣區內進行試點計劃的可能性更大。然而,任何政策更新都可能釋放因美國加息而被壓抑的本地需求。該行對部分香港發展商保持正面看法,包括恆地(00012.HK)、信置(00083.HK)、新地(00016.HK)和嘉里建設(00683.HK)。
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