异动解读 | 利好政策提振内房股,华润置地盘中大涨5.01%

异动解读
25 Apr

周五港股盘中,华润置地(01109)股价大涨5.01%,领涨内房股板块。多重利好因素推动内房股全线上扬,市场信心显著提升。

消息面上,广东省政府近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。这一政策信号为房地产行业注入了新的动力。与此同时,今年以来核心城市土拍热度不断升温,1-4月22个重点城市月度平均溢价率均在20%左右,多个一线城市频现高溢价地块,显示出房地产市场的活跃度正在逐步恢复。

国际投行对中国房地产行业前景持乐观态度。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正在推动房地产市场结构性复苏。作为行业龙头之一的华润置地有望从行业复苏中受益,投资者对其未来发展前景充满期待。

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