4月9日周三,港股市场上,融创中国(01918)股价表现抢眼,盘中大涨5.19%,引发市场广泛关注。
据悉,南向资金对融创中国的持续增持成为推动股价上涨的重要因素。数据显示,4月8日,南向资金增持融创中国2882.50万股,这已经是连续第5个交易日增持该股。截至4月8日收盘,港股通共持有融创中国368710.55万股,占流通股的34.87%。尽管融创中国在近5个交易日下跌12.90%,港股通仍累计增持7155.90万股,显示出投资者对该公司的长期信心。
另一方面,房地产行业整体向好的预期也为融创中国股价提供了支撑。华泰证券最新研报指出,一季度土地市场"地王"潮时隔多年再现,核心城市热度回升,同时头部房企拿地集中度也持续提升。分析师看好重点城市区域市场的量价回升,以及在对应区域拥有储备或新获取资源的房企的估值修复。作为行业龙头之一,融创中国有望从这一趋势中受益。
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