內房股強勢上攻!融信中國暴升超3倍 世茂、雅居樂、中梁控股翻倍
融信中國暴升超3倍, 股價創去年3月10日以來逾一年半新高;雅居樂集團飆升超1.3倍,股價創去年4月下旬以來近一年半新高;中梁控股暴升約1.6倍,逼近5個月高點;世茂集團猛拉1.1倍,股價創停牌近16個月後、於去年7月底復牌以來新高。9月29日,住房城鄉建設部、金融監管總局聯合召開全國保交房工作推進視頻會議。指導各地進一步發揮城市房地產融資協調機制作用,採取有力有效措施儘快推動房地產市場實現止跌回穩。同日晚間,上海、廣州、深圳先後對樓市限購政策進行了調整。9月30日晚,北京發佈樓市新政,從降低存量房貸利率、下調個人住房貸款最低首付款比例、調減非京籍家庭購房社保或個税繳納年限、調整通州區住房限購政策等方面出台政策措施。至此,四個一線城市已全部在國慶長假前夕出台政策,除廣州取消限購政策外,其餘三城均降低了樓市限購的門檻。在華福證券看來,眾多利好政策支撐下,預計短期二手房市場將更為敏感,優先於新房去庫,推動房價企穩回升。隨着房價調整充分的老舊二手房去庫,其房價先行上升並向次新及新房傳導。強貝塔行情下,建議配置指數標的同時兼顧港股低PB標的。

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