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港股異動 | 內房股集體飆升,龍光集團漲近17%,多部門表示支持房地產融資合理增長

內房股集體走高,截至發稿,$合景泰富集團(01813.HK)$漲超19%,$龍光集團(03380.HK)$漲近17%,$新城發展(01030.HK)$$旭輝控股集團(00884.HK)$$正榮地產(06158.HK)$$時代中國控股(01233.HK)$漲超10%。

消息面上,近日央行上海總部、上海銀保監局等組織轄內金融機構、房地產企業召開上海金融支持房地產市場平穩健康發展座談會。會議要求,支持房地產融資合理增長,協助和支持房地產企業在資本市場融資。

中信證券指出,2022年確認了地產的政策底,第一支箭支持信貸,第二支箭聚焦債券,第三支箭放開股權,三箭齊發將確認房企融資環境的拐點,房地產基本面已然具備復甦的前置條件。市場底最爲重要的觀察點將回到商品房銷售,在需求側和供給側政策的共同推動下,商品房銷售有望在明年二季度顯著復甦,對應居民信貸修復、社融回暖和寬信用落地。

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