地產、物管股持續拉昇，旭輝控股漲近12%、旭輝永升服務漲超13%，多機構看好行業發展前景
12月9日消息，地產、物管股午後漲幅持續擴大，地產股方面，截至發稿，$旭輝控股集團(00884.HK)$、$龍湖集團(00960.HK)$漲約12%，$碧桂園(02007.HK)$、$中國海外發展(00688.HK)$漲超9%。
物管股方面，$碧桂園服務(06098.HK)$漲超9%，$融創服務(01516.HK)$漲超7%，$旭輝永升服務(01995.HK)$漲超13%，$世茂服務(00873.HK)$漲超12%。
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。
中信建投策略團隊認爲，後續地產或逐步轉入產業鏈其他方向的補漲，中期維度靜待數據驗證。當前市場普遍共識是對地產板塊預期的一致性較強，一是基於當前政策力度超預期，二是地產板塊的短期邏輯有跡可尋；考慮到地產進一步政策超預期的可能性已經較小，目前短期交易邏輯集中在地產下遊，後續大概率逐步轉爲產業鏈其他方向的補漲，中期維度靜待數據驗證方可開啓產業鏈輪動的行情，從過往案例來看再融資政策後地產銷售以及房價預期的實質性企穩需要一般需要半年左右。
光大證券發佈研報稱，物管行業發展前景向好的趨勢沒有出現變化；隨着後續地產信用問題的釐清、個別公司風險事件的有序處理，以及港股市場整體價值逐步體現，物管板塊的整體估值有望修復。該行表示，在持續看好國企物管的穩健發展的同時，當前建議重點關注民企物管的“估值修復”和“獨立發展”。
國金證券指出，在超跌反彈、預期改善、價值重估的三股因素疊加之下，港股物業板塊或許仍有進一步反彈補漲的空間。該行還表示，隨着民營房企現金流邊際改善，挪用物業現金擔憂減輕。
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