內房隨A股同業全面受壓 龍湖、新城發展、時代及龍光續跌逾4%至6.8%
繼月初有指內地擬放寬房企「三條紅線」後,人行及中銀保監日前再要求主要銀行穩定房企信貸,以及傳內地改善優質房企資產負債表計劃名單出爐,涉包括本港龍湖(00960.HK)、碧桂園(02007.HK)、美的置業(03990.HK)、遠洋集團(03377.HK),以及A股金地(600383.SH)和新城控股(601155.SH)等。然而,A股內房板塊今天逆市續跌1.6%;加上本港雅居樂(03383.HK)繼上月一個月內兩度「抽水」後,昨天再折讓13.5%每股2.25元先舊後新配股,淨籌4.89億元用作還債等。該股繼昨天回吐近7%後,今天續跌近3%報2.35元,正考驗百天線(2.33元)。
市場憂慮同業也會趁高「抽水」,本港內房今天(12日)全面受壓。新城發展(01030.HK)及藍籌龍湖反覆四連跌,現報3.16元及24.85元,反覆續跌逾5%及4%;藍籌碧桂園繼昨天微彈結束兩連跌後,今天反覆回落2.1%報2.86元。富力(02777.HK)及萬科(02202.HK)續跌2.5%至3%,報1.95元及16.36元。
合景泰富(01813.HK)四連跌兼失守10天線(約1.99元),最低見1.95元,現報1.97元,續跌3.9%。綠城中國(03900.HK)反覆跌4.4%報11.84元,股價重失10天線(約12.06元)。遠洋反覆跌4.2%報1.14元。越秀地產(00123.HK)續吐逾3%報10.58元(暫守穩10天線10.4元)。
中海宏洋(00081.HK)、旭輝(00884.HK)、融信中國(03301.HK)、寶龍(01238.HK)、中駿(01966.HK)、時代中國(01233.HK)及龍光(03380.HK)續跌2%至6.8%,後兩者沽壓最重,分別報1.51元及1.24元,續跌5%及6.8%。
人行及中銀保監前日(10日)聯合召開主要銀行信貸工作座談會,研究部署落實金融支持穩增長有關工作。會議明確,要有效防範化解優質龍頭房企風險,實施改善優質房企資產負債表計劃,聚焦專注主業、合規經營、資質良好、具有一定系統重要性的優質房企,開展「資產激活」、「負債接續」、「權益補充」及「預期提升」四項行動,綜合施策改善優質房企經營性和融資性現金流,引導優質房企資產負債表回歸安全區間。
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