港股異動丨昨日受傳聞刺激大漲的內房股集體回調,融信中國跌近10%
受相關傳聞刺激,港股市場內房股昨日午後大幅拉昇,今日集體大幅回調。其中,融信中國跌近10%,遠洋集團、旭輝控股跌超8%,世茂集團跌7.7%,富力地產、融創中國跌7%,雅居樂集團、萬科企業、碧桂園等跟跌。消息上,隨着2025年1月房企陸續披露2024年業績預告,由盈轉虧、虧損大幅增加的情況屢見不鮮。例如萬科2023年盈利121.63億元,2024年預計虧損450億元;金融街2023年虧損20.72億元之後,2024年預計虧損90億至120億元;首開股份2023年虧損63.39億元,2024年預計虧損75億—95億元。業內人士分析,在虧損加劇的背後,整個地產行業正在經歷一場洗牌,能夠獲得外部資源支持,並圍繞市場新生態完成自身業務模式轉型的公司將活到最後。(格隆匯)

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