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熱點掃描 | 寬鬆政策刺激內房股上揚,時代中國漲超9%

uSMART盈立智投9月15日消息,截止發稿,港股三大指數齊漲,恆生指數漲0.27%,報18895.77點,成交額351.4億;國企指數漲0.35%,報6495.65點,成交額92.21億;紅籌指數漲1%,報3690.1點,成交額19.66億。

電力股走低,華電國際電力盤中跌超5%,華能國際電力、華潤電力跌超4%,中國電力、大唐發電跌超3%;

內險股普漲,中國平安漲近3%領漲,三大保險股前8月原保費均實現增長,衆安在線漲2%,中國太保、新華保險、中國人壽、中國人保漲1%,中國太平跟漲;

寬鬆政策頻出刺激內房股集體上揚,時代中國漲超9%,碧桂園和旭輝控股漲超8%,合景泰富、龍光集團漲超6%,寶龍地產、新城發展、龍湖集團、中國金茂、富力地產和雅居樂漲超5%;消息面上,蘇州市區全域調整外地人購買首套房政策,不再需要出示社保證明或個稅證明;另外,有消息稱廣州放寬限價政策,新房備案價可上浮10%、下浮20%;

煤炭股普漲,首鋼資源漲超5%,伊泰煤炭、兗礦能源、兗煤澳大利亞漲超3%,中國神華、中煤能源等跟漲。

熱門股

綠城中國再度拉昇漲超6%,最高報18.24港元創歷史新高價,總市值456.8億港元,今日內房股集體拉昇,表現較爲搶眼,該股已連續上漲,並錄得5連漲,區間升幅達25%,興業證券預計公司下半年將繼續保持優於行業的銷售去化表現,並認爲2022/23年將是確認結轉收入高峯期,利潤有望保持雙位數增長,維持“買入”評級及目標價20港元,較現價仍有12%左右漲幅;

復星國際一度漲近6%,現漲幅收窄至約3%,報4.69港元,總市值391億港元,復星國際公告,9月14日耗資4983萬港元回購1100萬股,每股價格爲4.4-4.67港元,本月迄今已累計耗資逾7000萬港元進行回購。

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