港股异动 | 内房股延续近期涨势多城推住房“以旧换新” 需求端政策有望支持楼市初步企稳

智通财经04-25

智通财经APP获悉，内房股延续近期涨势，截至发稿，新城发展(01030)涨5.88%，报1.08港元；中国海外发展(00688)涨4.45%，报12.68港元；越秀地产(00123)涨4.09%，报4.07港元；旭辉控股(00884)涨3.92%，报0.265港元。

消息面上，深圳率先启动住房“以旧换新”，目前已有21家中介、13个地产项目参与“换馨家”。据中指研究院统计，现已有超30城表态支持“以旧换新”。徐州、淄博、南京等10余个城市已落地推行这一政策。东吴证券表示，地产企业端和居民端的政策均在稳步推进当中，期待4、5月更多核心城市的地产政策逐步打开，提振市场需求和信心。

国信证券指出，楼市的真实复苏是房地产板块行情出现的前提，各地频出的需求端政策将支持楼市初步企稳，但复苏持续性仍有待验证。不管从统计局数据还是高频数据看，行业指标均持续下行，除新开工数据外其余均复合我们此前的判断，但目前已经看到新房价格的明显下跌，故我们坚持 2024 年新开工数据将改善的判断。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2430460417?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-25 10:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2430460417","market":"sh","top_or_hot":-1,"title":"港股异动 | 内房股延续近期涨势 多城推住房“以旧换新” 需求端政策有望支持楼市初步企稳","media":"智通财经","content":"<html><body><p>智通财经APP获悉，内房股延续近期涨势，截至发稿，<a href=\"https://laohu8.com/S/01030\">新城发展</a>(01030)涨5.88%，报1.08港元；<a href=\"https://laohu8.com/S/00688\">中国海外发展</a>(00688)涨4.45%，报12.68港元；<a href=\"https://laohu8.com/S/00123\">越秀地产</a>(00123)涨4.09%，报4.07港元；旭辉控股(00884)涨3.92%，报0.265港元。</p><p>消息面上，深圳率先启动住房“以旧换新”，目前已有21家中介、13个地产项目参与“换馨家”。据中指研究院统计，现已有超30城表态支持“以旧换新”。徐州、淄博、南京等10余个城市已落地推行这一政策。<a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，地产企业端和居民端的政策均在稳步推进当中，期待4、5月更多核心城市的地产政策逐步打开，提振市场需求和信心。</p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>指出，楼市的真实复苏是房地产板块行情出现的前提，各地频出的需求端政策将支持楼市初步企稳，但复苏持续性仍有待验证。不管从统计局数据还是高频数据看，行业指标均持续下行，除新开工数据外其余均复合我们此前的判断，但目前已经看到新房价格的明显下跌，故我们坚持 2024 年新开工数据将改善的判断。</p></body></html>","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 内房股延续近期涨势 多城推住房“以旧换新” 需求端政策有望支持楼市初步企稳</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 内房股延续近期涨势 多城推住房“以旧换新” 需求端政策有望支持楼市初步企稳\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2024-04-25 10:20</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><p>智通财经APP获悉，内房股延续近期涨势，截至发稿，<a href=\"https://laohu8.com/S/01030\">新城发展</a>(01030)涨5.88%，报1.08港元；<a href=\"https://laohu8.com/S/00688\">中国海外发展</a>(00688)涨4.45%，报12.68港元；<a href=\"https://laohu8.com/S/00123\">越秀地产</a>(00123)涨4.09%，报4.07港元；旭辉控股(00884)涨3.92%，报0.265港元。</p><p>消息面上，深圳率先启动住房“以旧换新”，目前已有21家中介、13个地产项目参与“换馨家”。据中指研究院统计，现已有超30城表态支持“以旧换新”。徐州、淄博、南京等10余个城市已落地推行这一政策。<a href=\"https://laohu8.com/S/601555\">东吴证券</a>表示，地产企业端和居民端的政策均在稳步推进当中，期待4、5月更多核心城市的地产政策逐步打开，提振市场需求和信心。</p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>指出，楼市的真实复苏是房地产板块行情出现的前提，各地频出的需求端政策将支持楼市初步企稳，但复苏持续性仍有待验证。不管从统计局数据还是高频数据看，行业指标均持续下行，除新开工数据外其余均复合我们此前的判断，但目前已经看到新房价格的明显下跌，故我们坚持 2024 年新开工数据将改善的判断。</p></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.zhitongcaijing.com/content/detail/1109527.html\">智通财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0315179316.USD","symbol_name":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1109527.html","article_id":"2430460417","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2430460417","pubTimestamp":1714011619,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，深圳率先启动住房“以旧换新”，目前已有21家中介、13个地产项目参与“换馨家”。据中指研究院统计，现已有超30城表态支持“以旧换新”。徐州、淄博、南京等10余个城市已落地推行这一政策。国信证券指出，楼市的真实复苏是房地产板块行情出现的前提，各地频出的需求端政策将支持楼市初步企稳，但复苏持续性仍有待验证。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","BK1240":"房地产开发","YINN":"三倍做多富时中国ETF-Direxion","LU0173614495.USD":"富达中国焦点A","BK1555":"内房股","BK1521":"挪威政府全球养老基金持仓","00884":"旭辉控股集团","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","07226":"XL二南方恒科","LU0205439572.USD":"富达亚太股息基金","SG9999010078.USD":"UNITED ASIA PACIFIC REAL ESTATE INCOME (USDHDG) INC","BK1585":"昨日强势股","01030":"新城发展","00688":"中国海外发展","YANG":"三倍做空富时中国ETF-Direxion","BK4585":"ETF&股票定投概念","SG9999010052.SGD":"United Asia Pacific Real Estate Income Dis SGD","00123":"越秀地产","LU0287142896.SGD":"Fidelity China Focus A-SGD","03121":"华夏亚太房地产","BK4588":"碎股"},"translate_title":"Changes in Hong Kong stocks, mainland real estate stocks continue their recent gains, and many cities promote housing \"trade-in\". The demand-side policy is expected to support the initial stabilization of the property market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YINN":1,"YANG":1,"07226":1,"00688":0.9,"01030":0.9,"00123":0.9,"00884":0.9,"03121":0.6},"content_text":"智通财经APP获悉，内房股延续近期涨势，截至发稿，新城发展(01030)涨5.88%，报1.08港元；中国海外发展(00688)涨4.45%，报12.68港元；越秀地产(00123)涨4.09%，报4.07港元；旭辉控股(00884)涨3.92%，报0.265港元。消息面上，深圳率先启动住房“以旧换新”，目前已有21家中介、13个地产项目参与“换馨家”。据中指研究院统计，现已有超30城表态支持“以旧换新”。徐州、淄博、南京等10余个城市已落地推行这一政策。东吴证券表示，地产企业端和居民端的政策均在稳步推进当中，期待4、5月更多核心城市的地产政策逐步打开，提振市场需求和信心。国信证券指出，楼市的真实复苏是房地产板块行情出现的前提，各地频出的需求端政策将支持楼市初步企稳，但复苏持续性仍有待验证。不管从统计局数据还是高频数据看，行业指标均持续下行，除新开工数据外其余均复合我们此前的判断，但目前已经看到新房价格的明显下跌，故我们坚持 2024 年新开工数据将改善的判断。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2430460417"}