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ANGEL___
2021-08-11
说说你对这篇新闻的看法...
抱歉，原内容已删除
ANGEL___
2021-08-11
说说你对这篇新闻的看法...
抱歉，原内容已删除
ANGEL___
2021-02-03
这篇文章不错，转发给大家看看
@看多美股投资人:
$比亚迪ADR(BYDDY)$
什么时候能重新上市？
ANGEL___
2020-12-24
$理想汽车(LI)$
跌你跌最多，涨你涨最少
ANGEL___
2020-12-23
$理想汽车(LI)$
垃圾股，
去老虎APP查看更多动态
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11:26","market":"sh","language":"zh","title":"港A地产股全线暴涨！网传供地规则将“大变”","url":"https://stock-news.laohu8.com/highlight/detail?id=1114110358","media":"老虎资讯综合","summary":"8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，中国恒大、融创中国盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？\n\n一份网传文件显示土地出让政策调","content":"<p>8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。</p>\n<p>银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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A地产股全线暴涨！网传供地规则将“大变”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。</p>\n<p>银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114110358","content_text":"8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，中国恒大、融创中国盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？\n\n一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。\n\n目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。\n机构观点\n中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。\n中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。\n银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。\n天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892271476,"gmtCreate":1628669054495,"gmtModify":1628669054495,"author":{"id":"3566364518636404","authorId":"3566364518636404","name":"ANGEL___","avatar":"https://static.tigerbbs.com/02174612281ea5c0829f3e4bb6c56aef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566364518636404","idStr":"3566364518636404"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892271476","repostId":"1114110358","repostType":2,"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314949648,"gmtCreate":1612292800784,"gmtModify":1703760082365,"author":{"id":"3566364518636404","authorId":"3566364518636404","name":"ANGEL___","avatar":"https://static.tigerbbs.com/02174612281ea5c0829f3e4bb6c56aef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566364518636404","idStr":"3566364518636404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314949648","repostId":"977521646","repostType":1,"repost":{"id":977521646,"gmtCreate":1601645793885,"gmtModify":1703825030515,"author":{"id":"3496300705355212","authorId":"3496300705355212","name":"看多美股投资人","avatar":"https://static.tigerbbs.com/128a8a419415e7816bd99518fde7fc5d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3496300705355212","idStr":"3496300705355212"},"themes":[],"htmlText":"<a 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