金吾财讯 | 中信里昂表示，香港地产业新政影响或有限，房市颓势难逆转。行政长官李家超在周三发表了2024年施政报告，宣布了提振经济的措施。该行欢迎放宽按揭政策和吸引人才的努力，但该行认为其影响可能有限，因为今年二月更为激进的放宽措施仅提供了暂时的提振。由于租金收益率仍远低于按揭利率和美国国债收益率，对房市的投资可能尚未回归。开发商在经济疲软、高利率环境和高库存水平的情况下，推出项目只得折价销售。该行预计房价将在2025年下半年触底前再下跌5%。对于香港地产板块，该行认为太古地产(01972)和领展房产基金(00823)具有一定价值，二者拥有相对坚实的基本面，并且估值不高。
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