本周五港股盘初,内房股拉升, 金辉控股 大涨超40%, 佳兆业集团 涨超12%, 富力地产 涨超9%, 旭辉控股集团 涨近8%, 融创中国 涨超7%:
消息面上,广东省政府4月21日召开全省一季度经济形势分析会。会议强调,要持续用力推动房地产市场止跌回稳,加强“好房子”规划设计建设,大力推进城市更新和城中村改造。
此外,今年以来,核心城市土拍热度不断升温。据中指研究院统计,1-4月,22个重点城市月度平均溢价率均在20%左右。4月,北京、杭州、成都、苏州、重庆、南京相继拍出高溢价地块。
花旗发表报告称,未来两年将是布局中国房地产板块的好时机,原因在于资产周转率和定价推动股本回报率持续改善,同时主要城市6月销售预计向好。
汇丰也表示,低利率、供应紧张以及信贷正常化相互作用,形成了推动房地产市场结构性复苏的有利条件。
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