中海外发展、越秀地产：住房税收新措或受益

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【11 月 14 日，摩根士丹利发布研究报告称】国家财政部于 13 日推出一系列住房税收减免措施，旨在降低买卖双方交易成本。此措施基本符合市场预期，短期内或对房地产销售稍有帮助。但该行认为，其虽能为买卖双方减低成本，却难以扭转居民对楼价的审慎看法，连同居民加大杠杆的意欲减轻，上述税项优惠仅能稍助内房销售，难以支持持续复苏。大摩还指出，地产商难以从政策中获益，多数项目毛利率仅十几个百分比，中海外发展...

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