长实集团(01113.HK)于今日盘中股价大跌5.03%,引起了市场广泛关注。分析人士认为,该公司的观塘安达臣道"港人首置盘"项目再次入纷申请预售,预计入伙期比原定日期延迟约3个月,或引发了投资者对该项目的担忧,导致公司股价受压。
根据地政总署的资料,今年9月香港共有4份新盘项目获准预售,涉及4,037个单位,较8月大幅增加。其中,长实集团的观塘"港人首置盘"于今年5月曾遭拒绝预售申请后,在上月重新入纷申请预售2,926个单位,但预计入伙期将从原定2026年9月底延迟至2026年12月底。这一延期可能会影响买家的信心和购买意愿,从而给长实集团带来房地产销售压力,也成为该公司股价下跌的潜在因素之一。
与此同时,香港其他房地产发展商如恒地(00012.HK)、帝国集团、希慎(00014.HK)等也在本月获批预售新项目。虽然楼市新增供应或有助缓解一定房荒问题,但也可能加剧市场竞争,对主要发展商的业务前景产生一定压力,市场对此有所担忧。此外,长实集团的股价波动还可能受其他如公司盈利预期、投资者情绪等因素影响。
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