11月11日早盘,新城发展(01030)股价大幅下跌5.35%,报2.30港元,成为市场关注焦点。此前机构评级并不看好该股,有60%的分析师给予卖出评级。
新城发展作为内房股龙头之一,跌幅领先同行。数据显示,新城发展当日资金净流出1139.96万港元。从宏观来看,内房股集体下跌或与房地产行业形势有关。 据报道,有关部门正在研究制定支持房地产市场健康发展的税收政策。不过,新增政策落地细则尚待观察。
分析人士指出,近期房地产行业现金流压力加大,购房者资产负债表承压,或将进一步影响市场成交量。另一方面,开发商融资渠道受限,加之存量去化压力,中小城市开发商运营风险加大。新城发展作为大型房企,或许也难以幸免。
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