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內房、物管股全線飆漲!碧桂園、龍湖漲超11%,融創服務大漲超21%

港股內房股集體跳漲,$新城發展(01030.HK)$漲超12%,$碧桂園(02007.HK)$$龍湖集團(00960.HK)$漲超11%,$萬科企業(02202.HK)$$旭輝控股集團(00884.HK)$漲約9%,$融創服務(01516.HK)$大漲超21%。

消息面上,資本市場涉房政策又一次迎來重大變化,證監會28日在股權融資方面調整優化5項措施,並自即日起施行,包括恢復上市房企和涉房上市公司再融資。該政策明確支持房地產股權融資,實質上射出了“第三支箭”。

易居研究院智庫中心研究總監嚴躍進表示,相比近期“第二支箭”,“第三支箭”的優勢在於不會直接增加房企的負債規模,同時也依然可以爲房企融資提供充足的渠道。至此,第一支箭即信貸投放、第二支箭即債券融資、第三支箭即股權融資的工作已經到位。三箭齊發,充分說明‘救市先救企’,爲房企後續融資等創造了非常好的空間和機會。

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