《大行報告》中金:內房政策力度增強 帶動樓市景氣度築底回升
中金發表報告指,8月內地二手房成交量按月止跌微漲9%,成交價按月跌幅略有收窄但仍較深。
中金表示,8月末政策落地帶動一線城市掛牌量上行,需求支持政策持續落地或將帶動預期改善逐步向成交端傳導;同時,8月住宅租金按年跌幅繼續小幅收窄,租賃市場整體運行平穩。
報告稱,近期房地產政策力度明顯增強,存量房市場活躍度明顯提升,包括重點城市掛牌量上行、賣家預期改善等表現;即使當前成交端指標表現仍偏疲弱,往前看,中金認為各地政策仍將陸續落地,帶來樓市景氣度築底回升,基本面復甦存在正向預期差。
中金未來三至六個月看好內房股,推薦基本面均好並兼具估值優勢的股票,包括龍湖(00960.HK)、綠城中國(03900.HK)、中海外(00688.HK)、華潤置地(01109.HK)、建發國際(01908.HK)、越秀地產(00123.HK)。物管板塊推薦萬物雲(02602.HK)、保利物業(06049.HK)及中海物業(02669.HK)。
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