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《大行報告》大摩:調查顯示內地居民置業計劃疲弱 對房價前景越來越悲觀
摩根士丹利發表研究報告指,其進行的一項調查顯示,內地居民置業計劃疲弱,對房價前景越來越悲觀。該行認為這將削弱房地產寬鬆措施的效果,並拖累房地屋銷售復甦。 該行表示,內地房地產刺激措施的正面影響正持續減退,52%的潛在買樓人士表示措施有利於他們的買樓決定,低於11月的58%,而12月則為52%。總體而言,55%的受訪者會考慮在未來購買一套或另一套房產,但只有18%的人「極有可能」購買。就時間而言,只有1%的人預計會在未來六個月內購買。另外,大部分人仍然更喜歡國企開發的一手樓,對民企的接受程度則略低。 研究指,51%的受訪者計劃在未來六個月內出售房屋,顯著高於12月的37%和11月的47%,並對較低價格有較高接受程度,有38%受訪者願意承受物業虧損。 大摩看好華潤置地(01109.HK)及綠城中國(03900.HK),認為它們有強勁的財務狀況,並在高線城上有豐富的土地儲備。
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