金吾财讯 | 内房股午后发力走高，雅居乐集团(03383)涨5.63%，富力地产(02777)涨4.55%，世茂集团(00813)涨3.26%，美的置业(03990)涨3.25%，龙光集团(03380)涨2.74%，旭辉控股集团(00884)涨2.38%，龙湖集团(00960)涨2.09%。交银国际表示，8月份的销售受到淡季及高基数的影响有所回落，预计未来随着政策的进一步解禁与执行，整体购房情绪将在4季度持续边际复苏。在销售表现分化的情况下，该行预计民企仍然面对明显资金压力，该行期待后续融资端继续有进一步的政策出台以支持保交付任务。短期内，在放宽政策密集出台的情况下，或有望迎来重估的交易机会。财信证券证券表示，目前房地产支持政策正在持续发力，后续仍有进一步加码的空间。从中央经济工作会议的部署来看，“三大工程”将是今年的重点任务。随着稳需求、保交楼的推进，楼市销售有望出现边际改善。在房地产融资协调机制持续推进的背景下，部分被列入房企融资“白名单”的头部民企如龙湖、金地等有望迎来信用修复。招银国际表示，地产销售的低迷以及对新政策的预期可能使行业股票持续震荡。该行认为，行业的关键性负面因素已被市场消化。随着主要难点的逐步解决和利好的政策前景持续，该行预计行业在中长期内将持续复苏。
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