今日盘中,碧桂园(02007)股价出现显著上涨,涨幅达5.75%,引发市场关注。与此同时,多只内房股也呈现强势上涨态势。
从行业整体来看,内房股板块today出现集体拉升。其中,金辉控股(09993)大涨超40%,佳兆业集团(01638)涨超12%,富力地产(02777)涨超9%,旭辉控股集团(00884)涨近8%,融创中国(01918)涨超7%。这一波行情或与近期利好消息有关。
消息面上,广东省政府于4月21日召开全省一季度经济形势分析会,强调要持续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,22个重点城市月度平均溢价率均在20%左右。多个一线城市如北京、杭州、成都等相继拍出高溢价地块,显示出房地产市场的活跃度正在回升。
值得注意的是,国际投行对中国房地产市场前景持乐观态度。花旗在最新报告中指出,未来两年将是布局中国房地产板块的好时机,预计主要城市6月销售将向好。汇丰也表示,低利率、供应紧张以及信贷正常化等因素相互作用,形成了推动房地产市场结构性复苏的有利条件。这些积极信号可能是推动碧桂园等内房股今日大涨的重要原因。
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