每经AI快讯，9月24日，港股内房股普遍上扬，截至发稿，龙光集团(03380.HK)涨3.74%，报1.11港元； 碧桂园(02007.HK)涨3.45%，报0.6港元；中国海外宏洋集团(00081.HK)涨2.85%，报2.53港元；世茂集团 (00813.HK)涨2.56%，报0.4港元。 ...

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong's property stocks, driven by government reforms aimed at stabilizing the real estate market and addressing sector challenges [1] - The Ministry of Housing and Urban-Rural Development of China has announced plans to deepen reforms and promote breakthroughs in housing, real estate, urban construction, and the construction industry [1] - Several property companies are undergoing domestic debt restructuring, including Country Garden, Sunac China, Longfor Group, and CIFI Holdings [1] Group 2 - Notably, the luxury housing market in Shanghai has seen a surge, with a recent launch of 120 units in the Kerry Jinling Huating Phase II selling out completely, generating a sales revenue of 9.843 billion yuan in a single day [1] - Specific property stocks such as Longfor Group and Jianfa International have seen increases of nearly 4%, while Shimao Group and China Overseas Grand Oceans have risen by nearly 3% [1] - The article provides a detailed list of stock performance for various property companies, indicating positive market sentiment [1]

智通财经APP获悉，内房股普遍上扬，截至发稿，龙光集团(03380)涨3.74%，报1.11港元；碧桂园 (02007)涨3.45%，报0.6港元；中国海外宏洋集团(00081)涨2.85%，报2.53港元；世茂集团(00813)涨 2.56%，报0.4港元。 消息面上，今年8月以来，北上深等一线城市陆续落地优化限购政策。9月19日，上海财政局发布《关于 优化调整本市个人住房房产税试点有关政策的通知》，这一通知是对8月25日上海楼市新政中关于完善 房产税部分的细化落地。国金证券指出，近期北上深等一线城市已落地优化限购政策，叠加需求旺季带 动基本面有望修复。此外8月地产数据显示当前仍然需要更多的政策出台以带动地产实现止跌回稳，政 策预期持续处于加码期。当前地产板块估值偏低，建议逢低配置地产股。 ...

Group 1 - Country Garden's stock fell over 10% [1] - Shimao Group's stock declined by 8% [1] - CIFI Holdings and Agile Group both dropped by 7% [1] - R&F Properties and Sunac China also experienced declines [1]

Group 1 - Hong Kong property stocks experienced a significant decline on September 18, with Country Garden (02007.HK) dropping over 10% [2] - Other notable declines included Shimao Group (00813.HK) down 8%, and CIFI Holdings (00884.HK) and Agile Group (03383.HK) both falling 7% [2] - Further declines were observed in R&F Properties (02777.HK), Vanke Enterprises (02202.HK), and Sunac China (01918.HK), each decreasing by over 6% [2]

| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 09993 | 金辉控股 | 0 -8.97% | 2.840 | 114.88亿 | | 02007 | 碧桂元 | -8.70% | 0.630 | 176.33 Z | | 00813 | 世茂集团 | -8.24% | 0.390 | 31.32亿 | | 03383 | 雅居乐集团 | -7.41% | 0.500 | 25.23 乙 | | 00884 | 旭辉控股集团 | -7.17% | 0.246 | 25.85 乙 | | 02772 | 中梁控股 | -6.90% | 0.081 | 3.54Z | | 02777 | 富力地产 | -6.76% | 0.690 | 25.89亿 | | 03377 | 远洋集团 | -6.32% | 0.163 | 18.97亿 | | 01918 | 融创中国 | -6.21% | 1.660 | 190.4 Z | | 02202 | 万科企业 | -6.13% | 5.510 | 657.38 Z | | 03301 ...

Group 1 - The Hong Kong real estate stocks continue to decline, with Country Garden down 8.7%, Jin Hui Holdings down 8%, and Zhongliang Holdings down 7% [1] - The National Bureau of Statistics reported that from January to August, national real estate development investment reached 60,309 billion yuan, a year-on-year decrease of 12.9%, with residential investment at 46,382 billion yuan, down 11.9% [1] - The funding for real estate development enterprises decreased by 8% year-on-year, with personal mortgage loans dropping by 10.5% [1] Group 2 - Analysts indicate that the current real estate data shows a comprehensive weakening, with both development investment and personal mortgage loans declining, confirming that the market is still in a deep adjustment period [1] - Recently, several key cities have introduced favorable policies to promote the stable and healthy development of the real estate market, particularly in terms of easing purchase restrictions, with notable adjustments in Beijing, Shanghai, and Shenzhen [1]

消息面上，近日，多家房企债务重组取得新进展。9月15日下午，旭辉集团披露，公司7笔境内债整体重 组方案获债券持有人会议表决通过，涉及金额合计约100.6亿元。此外，佳兆业集团9月2日宣布，其境 外债务重组取得关键性进展。通过债务展期、债转股、资产处置等方式，佳兆业对原有债务结构进行系 统性优化，重组方案预计于9月底正式落地生效。而在此之前，龙光境内债以及世茂、禹洲等房企境外 债重组，先后获通过。 另外，北京时间9月18日凌晨，市场将迎来美联储9月议息会议结果。市场观点普遍认为，9月美联储降 息"板上钉钉"。国金证券表示，考虑到美联储降息预期提升刺激流动性，当前地产板块估值偏低，建议 逢低配置地产股。国信证券认为，8月地产基本面进一步走弱，考虑到当前地产基本面尤其是房价走 势，地产股很难有趋势性行情，但8月以来，北京、上海、深圳陆续出台放松限购限贷的地产新政，9月 依然是地产股政策博弈窗口期。 内房股尾盘拉升，截至发稿，碧桂园(02007)涨12.9%，报0.7港元；世茂集团(00813)涨8.86%，报0.43港 元；富力地产(02777)涨7.25%，报0.74港元；远洋集团(03377)涨6.13%，报0 ...

另外，北京时间9月18日凌晨，市场将迎来美联储9月议息会议结果。市场观点普遍认为，9月美联储降 息"板上钉钉"。国金证券表示，考虑到美联储降息预期提升刺激流动性，当前地产板块估值偏低，建议 逢低配置地产股。国信证券认为，8月地产基本面进一步走弱，考虑到当前地产基本面尤其是房价走 势，地产股很难有趋势性行情，但8月以来，北京、上海、深圳陆续出台放松限购限贷的地产新政，9月 依然是地产股政策博弈窗口期。 消息面上，近日，多家房企债务重组取得新进展。9月15日下午，旭辉集团披露，公司7笔境内债整体重 组方案获债券持有人会议表决通过，涉及金额合计约100.6亿元。此外，佳兆业集团9月2日宣布，其境 外债务重组取得关键性进展。通过债务展期、债转股、资产处置等方式，佳兆业对原有债务结构进行系 统性优化，重组方案预计于9月底正式落地生效。而在此之前，龙光境内债以及世茂、禹洲等房企境外 债重组，先后获通过。 智通财经APP获悉，内房股尾盘拉升，截至发稿，碧桂园(02007)涨12.9%，报0.7港元；世茂集团(00813) 涨8.86%，报0.43港元；富力地产(02777)涨7.25%，报0.74港元；远洋集团(03377 ...

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's property stocks, indicating a positive market sentiment towards the real estate sector [2] Group 2 - Country Garden saw an increase of over 16% in its stock price [2] - Fantasia Holdings experienced a surge of approximately 20% at one point during the trading session [2] - Shimao Group's stock rose by more than 10%, while R&F Properties and Zhengrong Real Estate both increased by over 7% [2]