2024年9月25日,在中国人民银行宣布调整房地产金融政策的利好消息影响下,物业管理股中海物业(02669)在当日盘中股价大涨5.19%,报0.85港元,成为市场焦点。
此番政策调整主要包括:降低存量房贷利率约0.5个百分点,统一全国首套房和二套房贷款最低首付比例,后者由25%下调至15%等。业内人士认为,这是一次利好力度空前的房地产金融政策组合,有效减轻了购房者的利息和首付压力,预计将大幅刺激房地产市场回暖。
作为国内领先的物业管理公司,中海物业的业绩走势与房地产行业的基本面紧密相关。一旦房地产市场回暖,新开发楼盘和物业管理需求也将随之增加,为公司带来新的增长动力。因此,市场对此次政策调整产生的利好预期直接推动了中海物业股价的大幅上涨。
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