港股异动 | 内房股涨幅居前 政治局会议重申稳住楼市 机构称楼市或将进入新一轮政策释放周期

智通财经
03 Mar

智通财经APP获悉,内房股涨幅居前,截至发稿,融信中国(03301)涨15.15%,报0.38港元;旭辉控股(00884)涨10.91%,报0.305港元;碧桂园(02007)涨10%,报0.55港元;龙光集团(03380)涨7.69%,报1.12港元。

消息面上,2月28日召开的中共中央政治局会议强调稳住楼市股市。方正证券指出,中央积极定调为政策持续出台奠定基础,楼市或将进入新一轮政策释放周期。该行指出,开年小阳春表现优异,供需结构持续优化,止跌回稳趋势在政策的持续加持下有望再巩固。

华泰证券则指出,当前房地产市场的热度或仍将持续,需保持关注。看好重点城市区域市场的量价回升,以及在对应区域拥有储备或新获取资源的房企的估值修复,同时业绩与现金流稳健的物管公司亦有望受益于市场止跌回稳。

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