You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
地產動態 | 商品房銷售於明年二季度復甦
uSMART盈立智投 12-12 19:58

中信證券發研報指,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。政策趨勢非常明確,房企融資和居民購房的監管約束、市場化的土地價格和利率水平對於房地產企業而言均較爲有利,房地產基本面已具備復甦的前置條件。顯然,這一輪房地產的復甦比之前都要困難,從政策底到市場底的時滯也被拉長,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,該行認爲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。房地產企業也將逐步恢復拿地和開工的信心,地產投資的收縮幅度或較今年有所下降。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account