异动解读 | 万科企业盘中大涨5.10%,内房股全线拉升

异动解读
25 Apr

万科企业(02202)今日盘中大涨5.10%,引发市场关注。该股走势与港股内房股普遍上涨趋势一致,反映出投资者对房地产行业的信心正在恢复。

据报道,今日港股开盘后,内房股全线拉升。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%。万科企业作为行业龙头,也随之受益。

此轮内房股上涨主要受以下因素推动:首先,广东省政府近日召开经济形势分析会,强调要推动房地产市场止跌回稳,并大力推进城市更新和城中村改造。其次,今年以来核心城市土拍热度不断升温,1-4月重点城市月度平均溢价率维持在20%左右。此外,花旗和汇丰等金融机构对中国房地产市场前景持乐观态度,认为未来两年将是布局中国房地产板块的好时机。这些积极因素共同推动了包括万科企业在内的内房股走强。

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