《大行報告》大摩料未來數月有進一步放鬆內房政策 喜愛潤地、中國海外及龍湖
人民銀行及中國銀保監會近日發布通知,決定建立首套住房貸款利率政策動態調整機制。新建商品住宅銷售價格環比和按年連續三個月均下降的城市,可階段性維持、下調或取消當地首套住房貸款利率政策下限。
摩根士丹利發表報告,認為新舉措反映監管機構正在將政策重點轉向支持增長。該行預計未來幾個月當局將進一步放寬政策,例如降低一線城市第二套住房的首付比例,以及放寬大多數二線城市的購房限制。這些措施應有助於重建購房者的信心,並推動房地產銷售在第二季中加快復甦。
大摩指,偏好在一線城市擁有豐富土地儲備的開發商,首選華潤置地(01109.HK)、中海外(00688.HK)和龍湖(00960.HK),相信它們能夠繼續在銷售增長方面表現出色。
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