中原按揭董事总经理王美凤表示，根据中原按揭研究部资料，10月现楼按揭录得6,463宗登记，按月增 加7.1%，楼市持续稳中向好，推动现楼按揭登记量连续3个月超过6,000宗水平。 10月楼花按揭登记录595宗，按月回落44%，主要是当月大型新盘上会量减少。 广发证券发布研报称，当前香港楼市出现回暖，背后实际上是资金环境改善与经济预期转强所驱动，所 产生的财富效应与风险偏好回升将进一步提振资本市场情绪，从而形成股楼共振的格局。 花旗报告指，看好香港地产市场在2025年走出低谷后，于2026年预期进一步复苏，原因如下： 房价进入上升周期：新销售利润率改善及资产净值具上行空间； 零售销售：奢侈品表现优于大市，大众市场自2025年5月起趋稳，并预期从2026年下半年开始稳定恢 复； 写字楼：2025年竣工量创新高后，2026年预期竞争加剧，但核心区甲级写字楼表现稳健； 上市企业更精简：积极资本循环、负债下降、资本支出与融资成本降低，应能在稳定股息下为增长提供 现金流支持；投资意愿回升；董事长/CEO更迭及部分新策略平稳过渡。 花旗预测2026年住宅价格上涨3%，并进入多年上升周期。 香港本地房产相关港股： 因此，楼市 ...

智通财经APP获悉，中原按揭董事总经理王美凤表示，根据中原按揭研究部资料，10月现楼按揭录得 6,463宗登记，按月增加7.1%，楼市持续稳中向好，推动现楼按揭登记量连续3个月超过6,000宗水平。 因此，楼市企稳不仅不会对港股形成资金分流，反而可能通过赚钱效应，推动股楼两类资产进入正向循 环。 港股的流动性更多受全球宏观环境及中国内地经济基本面主导，楼市并非主要影响因素。 花旗报告指，看好香港地产市场在2025年走出低谷后，于2026年预期进一步复苏，原因如下： 房价进入上升周期：新销售利润率改善及资产净值具上行空间； 零售销售：奢侈品表现优于大市，大众市场自2025年5月起趋稳，并预期从2026年下半年开始稳定恢 复； 广发证券发布研报称，当前香港楼市出现回暖，背后实际上是资金环境改善与经济预期转强所驱动，所 产生的财富效应与风险偏好回升将进一步提振资本市场情绪，从而形成股楼共振的格局。 写字楼：2025年竣工量创新高后，2026年预期竞争加剧，但核心区甲级写字楼表现稳健； 10月楼花按揭登记录595宗，按月回落44%，主要是当月大型新盘上会量减少。 上市企业更精简：积极资本循环、负债下降、资本支出与融资 ...

花旗报告指，看好香港地产市场在2025年走出低谷后，于2026年预期进一步复苏，原因如下：(1)房价 进入上升周期：新销售利润率改善(目前为5%至9%)及资产净值具上行空间；(2)零售销售：奢侈品表现 优于大市，大众市场自2025年5月起趋稳，并预期从2026年下半年开始稳定恢复；(3)写字楼：2025年竣 工量创新高后，2026年预期竞争加剧，但核心区甲级写字楼表现稳健；(4)上市企业更精简：积极资本 循环、负债下降、资本支出与融资成本降低，应能在稳定股息下为增长提供现金流支持；(5)投资意愿 回升；(6)董事长/CEO更迭及部分新策略平稳过渡。 花旗预测2026年住宅价格上涨3%(25年预期升3%)，并进入多年上升周期。花旗首选标的包括希慎、恒 隆地产、新鸿基地产、恒基地产与领展。 ...

对于香港地产股，该行认为升势由于对楼市复苏信心增强。虽然该行对楼市仍持正面看法，但住宅类股 估值已完全反映全面复苏预期，例如新鸿基地产若计入股息调整后股价已达历史高位，而二手楼价指数 仍较高峰低26%。现阶段，该行认为地产收租股的风险回报更佳。首选为太古地产、恒隆地产、领展及 九龙仓置业。开发商方面，该行较青睐信和置地及恒基地产。 摩根大通发表报告指，内房股近期升势主要由于政策预期升温所推动，跑赢大市表现可能持续至11月底 或12月的下一次政府会议。目前行业基本面显示新政策支持的概率正在上升。该行首选仍然是华润置 地、华润万象生活及中国金茂。在政策带动的反弹中，该行认为龙湖具备最佳风险回报比。 ...

Market Overview - Hong Kong stocks showed a positive trend, closing up 0.85% as bulls took control, indicating a lack of negative news is perceived as positive [1] - The U.S. House of Representatives is expected to vote on a compromise plan to end the longest government shutdown in U.S. history, which could restore funding to government agencies [1] - The ADP private sector employment report for October showed a decrease of 45,000 jobs, the largest drop in two and a half years, suggesting a cooling labor market and increasing expectations for a Fed rate cut in December [1] Sector Performance - The banking sector saw a rebound with major banks like Agricultural Bank of China reaching new highs, driven by long-term investments from insurance funds and public funds [1] - Consumer sectors are gaining traction, with companies like "Hushang Auntie" seeing a significant increase of nearly 29%, indicating a recovery in consumer sentiment [2] - Retail sales in Hong Kong are projected to rise by 4% year-on-year in October, benefiting retail rental stocks [3] Company Highlights - Baijie Shenzhou reported a 44.2% increase in total revenue for the first three quarters, driven by sales growth of its self-developed products [3] - Xiaomi announced a significant sales figure of over 29 billion yuan during the Double 11 shopping festival, indicating strong consumer demand [4] - The Ximangdu iron ore project, with reserves exceeding 4.4 billion tons, has commenced production, potentially altering the global iron ore supply landscape and benefiting companies like Maanshan Iron & Steel [5] Industry Developments - The Chinese commercial aerospace sector is set to advance with the upcoming maiden flight of the reusable rocket "Zhuque-3," which aims to reduce launch costs significantly [6] - The sportswear manufacturing sector is expected to see a recovery in demand, with Shenzhou International projecting a 15.3% increase in revenue for the first half of 2025 [7] - The company has expanded its overseas production capacity, with 53% of its garment output coming from international facilities, indicating a strategic shift towards globalization [8]

Group 1 - New World Development Company Limited (00016.HK) saw its stock price increase by over 4%, specifically a rise of 4.16% to reach 102.6 HKD [1] - The trading volume for the company amounted to 622 million HKD [1]

Group 1 - New World Development's stock price increased by over 4%, reaching HKD 102.6 with a trading volume of HKD 622 million [1] - According to a report by Credit Lyonnais, the initial price for the second phase of the Tianxi project is 29% higher than the first phase [1] - The report highlights that Hong Kong's property prices have rebounded by 4% from their lows, driven by lower interest rates in the US and strong rental demand [1] Group 2 - Credit Lyonnais forecasts a 5% increase in Hong Kong property prices by 2026, benefiting leading developers like New World Development [1] - The target price for New World Development has been raised from HKD 63.6 to HKD 110, with the rating upgraded from "underperform" to "outperform" [1]

Core Viewpoint - New World Development's stock price has increased by over 4%, reflecting positive market sentiment driven by rising property prices and strong rental demand in Hong Kong [1] Company Summary - New World Development's subsidiary, New World Properties, has launched its second phase of the Tianxi project at a price 29% higher than the first phase [1] - The company's stock price is currently at 102.6 HKD, with a trading volume of 622 million HKD [1] Industry Summary - The Hong Kong property market has rebounded by 4% from its low, supported by the US interest rate cuts and strong rental demand [1] - Analysts predict a 5% increase in Hong Kong property prices by 2026, benefiting leading developers like New World Development [1] - Due to the recovery in the Hong Kong real estate market, analysts have raised New World Development's target price from 63.6 HKD to 110 HKD and upgraded the rating from "underperform" to "outperform" [1]

Core Viewpoint - Sun Hung Kai Properties (00016) shares rose over 4%, currently up 4.16% at HKD 102.6, with a trading volume of HKD 622 million [1] Group 1: Company Analysis - According to a report by Credit Lyonnais, the launch price of the second phase of the Tianxi project is 29% higher than the first phase [1] - The company is expected to benefit from the recovery of the Hong Kong real estate market, with a projected increase in property prices by 5% by 2026 [1] - Credit Lyonnais raised the target price for Sun Hung Kai Properties from HKD 63.6 to HKD 110 and upgraded the rating from "Underperform" to "Outperform" [1] Group 2: Industry Insights - The rental yield is being boosted by strong rental demand and the impact of interest rate cuts in the U.S. [1] - Hong Kong property prices have rebounded by 4% from their lows, indicating a recovery in the market [1]

（文章来源：每日经济新闻） 每经AI快讯，新鸿基地产(00016.HK)午前涨近4%，截至发稿，涨3.45%，报101.9港元，成交额4.03亿港 元。 ...