今日上午,融创中国(01918.HK)股价盘中大涨6.04%,引发市场关注。截至发稿,该股报1.57港元。与此同时,港股内房股整体呈现震荡上行态势。
市场数据显示,除融创中国外,远洋集团、中国金茂、世茂集团等多家内房股均出现不同程度上涨。分析人士认为,这波涨势与近期房地产市场积极信号密切相关。克而瑞地产研究发布的报告指出,3月份土地市场表现活跃,核心城市土拍持续回暖。其中,北京、上海、杭州等多地均有高总价高溢价地块成交,平均溢价率较上月明显提升。
此外,华泰证券最新研报显示,2025年3月百强房企单月销售金额环比大幅增长62.6%,虽然同比仍有所下降,但降幅较前期已有所收窄。研报还指出,3月份44城新房、22城二手房成交面积环比均有大幅增长,分别为50.3%和57.3%,反映出销售市场热度持续。分析师看好重点城市区域市场的量价回升,预计在对应区域拥有储备或新获取资源的房企估值有望修复。这些积极因素共同推动了融创中国等内房股的强劲表现。
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