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內房股普跌,新城發展跌近7%,大摩預計房企銷售明年下半年才會反彈
格隆匯 11-30 13:12
格隆匯11月30日丨此前持續多日上漲的港股內房股今日普跌,新城發展跌近7%,萬科企業、旭輝跌超4%,龍湖集團、碧桂園、雅居樂跌超3%。中國連發三箭放寬房企融資限制,摩根士丹利預計,中國將有更多寬鬆政策的共同發力,並支持實體房地產市場的復甦,但受疫情影響,可能要到2023年下半年中樓市銷售才會出現反彈。預計明年房企銷量升1.7%,銷售價值升2.2%。該行相信,中國房企最艱難的時期應該過去了,但在明年第二季經濟重開和銷售復甦實現前,保持中性看法。該行看好土地儲備豐富的低風險國營藍籌房企,如華潤置地 、保利、中海外,對風險回報較高的優質民營發展商如龍湖看法更加正面。

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