大行评级｜花旗：华润置地和贝壳是内房好转主要受惠者

格隆汇资讯07-15

花旗发表报告指，内地为稳定房地产行业而采取的历史性措施(517楼市新政)在经历最初的情绪振奋后，市场情绪正逐渐降温。花旗指，虽然该政策实施过程中存在挑战，但认为现在就否定对房地产和银行业可能产生的深远积极影响仍为时过早。该行持乐观态度有两个原因，包括最近在郑州和济南的去库存试点计划取得成功；相信517 措施将不断获得政策支持。花旗认为华润置地和贝壳是内房好转主要受惠者。银行方面，房地产去库存化可...

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