智通财经APP获悉,内房及物管股今日回暖,截至发稿,中国海外宏洋集团(00081)涨8.52%,报1.91港元;融创中国(01918)涨7.85%,报2.06港元;龙湖集团(00960)涨6.68%,报10.48港元;华润万象生活(01209)涨7.99%,报31.1港元;新城悦服务(01755)涨3.42%,报3.02港元。
消息面上,2月17日,证监会提出“统筹做好房地产企业融资支持和债券违约风险防控”。2月19日,国家金融监管总局提出“要用好‘白名单’机制,打好房地产各项融资工具‘组合拳’,满足包括民营房企在内的各类房地产企业不同环节、不同阶段的合理融资需求。”
天风证券指出,上述表态如“满足包括民企在内的……不同环节、阶段的合理融资需求”为首次出现,结合证监会对房企融资的积极表态,一定程度传递对房企融资支持的范围、渠道及力度或存在潜在扩大空间。在供给侧出清临近收尾、需求侧企稳逐步确立的背景下,针对企业的融资支持或有利于重新推动周期上行,如“国央企”融资扶持利好其财务杠杆的增加、“未出险民企”利好其债务化解,“已出险房企”利好存量交付;未来融资政策支持仍将基于已有框架,加大力度。
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