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港股異動丨內房股拉昇 遠洋集團大漲超15% 中國金茂漲超5% 龍光、旭輝均漲近4%
港股內房股拉昇,其中,遠洋集團大漲超15%領銜,融信中國漲超7%,中國金茂漲5.2%,碧桂園漲近5%,龍光集團、雅居樂集團、旭輝控股集團漲近4%,富力地產、新城發展、越秀地產、萬科企業漲幅均在2.5%以上。消息上,中信建投研報稱,2025年上半年房地產開發行業整體業績仍然承壓,合計收入下降15%,房企對存貨計提減值增加和費用率上升導致上半年虧損擴大270億元,但毛利率下降對業績拖累明顯改善,部分優質房企毛利率與利潤企穩回升。房企償債能力分化,因業務規模收縮延續降槓桿趨勢,但由於虧損較多行業,整體償債能力減弱;頭部房企仍保持盈利狀態,償債能力穩定。百強房企前8個月銷售同比下降14%,降幅較去年全年收窄16個百分點;但土地市場率先回暖,前8個月百強房企合計拿地金額達7235億元,同比增長31%,房企積極補倉核心城市,銷售規模漸近見底。(格隆匯)

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