中證監發文撐房企 內房物管股重拾升勢 碧服、富力及融創服務急漲16%至21%
繼人行出台撐房企,中證監決定即日起於在股權融資方面調整優化五項措施,包括恢復涉房上市公司併購重組及恢復H股內房再融資,支持房地產市場平穩發展。內房物管股繼昨天整固後,今早重拾升勢,藍籌龍湖(00960.HK)和碧桂園(02007.HK)今早曾急漲13%及14%,分別高見23.45元及3.33元,現報22元及3.19元,回升6%及9.2%。
藍籌潤地(01109.HK)和中海外(00688.HK)股價各高見35.25元及21.25元,現報34.95元及21元,升5.7%及5.8%。此外,萬科(02202.HK)盤中曾高見16.12元,現報15.54元,回升6.6%。美的置業(03990.HK)和綠城中國(03900.HK)各曾高見12.3元及13.68元,現報11.3元及13.28元,回升4.6%及6.6%。越秀地產(00123.HK)重越百天線,最高曾見10.08元,現報9.98元,回升8%。富力(02777.HK)重越10天線,報2.1元,急彈近17%。
旭輝(00884.HK)股價一度高見1.41元,現報1.3元,回升5.7%。合景泰富(01813.HK)、雅居樂(03383.HK)、遠洋(03377.HK)、金茂(00817.HK)、龍光(03380.HK)、時代中國(01233.HK)及寶龍(01238.HK)回升逾4%至7.5%。
物管股以碧服(06098.HK)及融創服務(01516.HK)彈力最強,現報19.64元及3.24元,各急彈16%及21%。中海物業(02669.HK)、時代鄰里(09928.HK)、新城悅服務(01755.HK)、旭輝永升服務(01995.HK)及雅生活(03319.HK)回升4%-10%。
摩根大通發表報告表示,認為這是內地政府另一個支持信號,通過潛在地拯救一些非困境的私人開發商免受流動性壓力。該行認為短期內內房股股價將對此做出積極反應,但可持續的反彈將需要內房銷量的穩步改善。
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