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内房股早集体走高 深圳出台楼市新政提振需求 机构称政策力度大于北京上海
Zhi Tong Cai Jing· 2025-09-08 02:17
中金指出,本次深圳楼市政策的跟进调整符合此前预期,3个超高能级城市在本轮调整中均侧重于激发 外围地区的多套购房需求,深圳在限购条件设置上较北京、上海更为宽泛。往前看,整体地产销售表现 的持续好转,仍待存量房收储和城中村改造等对供需面有持续改善效果的政策切实落地,从而与头部城 市限购政策调整带来的情绪提振形成协同效应,建议持续关注政策进展。 内房股早集体走高,截至发稿,碧桂园(02007)涨10.42%,报0.53港元;旭辉控股(00884)涨4.05%,报 0.231港元;万科企业(02202)涨3.07%,报5.38港元;远洋集团(03377)涨2.52%,报0.122港元。 消息面上,继北京和上海之后,深圳在9月5日深夜发布了重磅楼市新政。中信建投(601066)表示,本 次楼市新政,对非核心区域(除福田区、南山区、宝安区新安街道外的所有区域)限购进行了大力度放 松,同时商贷利率不再区分首套房与二套房。从限购放松的力度对比,深圳此次新政力度大于8月出台 新政的北京和上海。 ...
港股异动 | 内房股早集体走高 深圳出台楼市新政提振需求 机构称政策力度大于北京上海
智通财经网· 2025-09-08 02:08
消息面上,继北京和上海之后,深圳在9月5日深夜发布了重磅楼市新政。中信建投表示,本次楼市新 政,对非核心区域(除福田区、南山区、宝安区新安街道外的所有区域)限购进行了大力度放松,同时商 贷利率不再区分首套房与二套房。从限购放松的力度对比,深圳此次新政力度大于8月出台新政的北京 和上海。 智通财经APP获悉,内房股早集体走高,截至发稿,碧桂园(02007)涨10.42%,报0.53港元;旭辉控股 (00884)涨4.05%,报0.231港元;万科企业(02202)涨3.07%,报5.38港元;远洋集团(03377)涨2.52%,报 0.122港元。 中金指出,本次深圳楼市政策的跟进调整符合此前预期,3个超高能级城市在本轮调整中均侧重于激发 外围地区的多套购房需求,深圳在限购条件设置上较北京、上海更为宽泛。往前看,整体地产销售表现 的持续好转,仍待存量房收储和城中村改造等对供需面有持续改善效果的政策切实落地,从而与头部城 市限购政策调整带来的情绪提振形成协同效应,建议持续关注政策进展。 ...
港股异动丨碧桂园高开超14%,获纳入港股通
Ge Long Hui A P P· 2025-09-08 01:56
另外,9月5日碧桂园集团召开了月度管理会议,会上透露,目前碧桂园部分区域保交房任务即将完成, 近期已开始启动新项目的经营策划会,显示局部区域项目正逐步进入经营转段。 格隆汇9月8日|碧桂园(2007.HK)高开超14%,报0.55港元。消息面上,沪深交易所发布公告,调整港股 通标的证券名单,其中,碧桂园(2007.hk)获纳入港股通,2025年09月08日起生效。 ...
这一概念,延续强势
Di Yi Cai Jing Zi Xun· 2025-09-08 01:49
2025.09.08 本文字数:670,阅读时长大约1分钟 作者 |一财阿驴 09:32创业板指跌幅扩大至1%,上证指数跌0.08%,深证成指跌0.05%。 09:28 固态电池概念股延续强势 丰元股份、红星发展2连板,誉辰智能、金银河涨超10%,天赐材料、华盛锂电、珠海冠宇等多股高 开。 09:26 A股开盘丨三大指数涨跌不一 沪指低开0.02%,深成指高开0.33%,创业板指高开0.21%,贵金属板块领涨,固态电池、光伏板块延续 涨势;旅游及酒店、零售、足球概念走低。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | NEW | 3811.67 c | -0.85 | -0.02% | | 399001 | 深证成指 | く | 12631.98c | 41.42 | 0.33% | | 399006 | 创业板指 | 5 | 2964.43c | 6.25 | 0.21% | | 板块名称 | 米幅 | 涨速 | | --- | --- | --- | | 贵金属 | +2. ...
港股早评:三大指数小幅高开 黄金股、锂电池股继续上涨 深圳优化房产政策内房股走强
Ge Long Hui· 2025-09-08 01:33
港股三大指数小幅高开,恒指涨0.09%,国指涨0.02%,恒生科技指数涨0.11%。盘面上,大型科技股普 遍上涨,其中,百度涨近3%,阿里巴巴涨1%,网易、小米、京东皆有涨幅;深圳发布关于进一步优化 调整本市房地产政策措施的通知,内房股集体强势,其中,碧桂园大涨14.58%领衔,龙光集团、世茂 集团等多股涨超3%;锂电池概念股继续上周五上涨行情,中航创新涨超7%,赣锋锂业、天齐锂业、宁 德时代均上涨,现货黄金迭创新高,黄金股持续活跃。另一方面,生物医药股、煤炭股、苹果概念股、 新消费概念股多数走低,其中热门票泡泡玛特跌1.8%。(格隆汇) ...
港股异动 | 碧桂园(02007)高开逾14% 今日起正式获纳入港股通名单
Zhi Tong Cai Jing· 2025-09-08 01:33
智通财经APP获悉,碧桂园(02007)高开逾14% ,截至发稿,涨14.58%,报0.55港元,成交额3133.02万 港元。 消息面上,上交所和深交所分别发布公告称,因恒生综合大型股指数、中型股指数、小型股指数实施成 份股调整,并自9月8日起生效。其中,碧桂园等被调入港股通标的名单。值得一提的是,近期北上深等 一线城市陆续落地优化限购政策。国金证券指出,预计进入四季度地产成交量有望迎来反弹,助推基本 面进一步止跌回稳。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。 ...
碧桂园高开逾14% 今日起正式获纳入港股通名单
Zhi Tong Cai Jing· 2025-09-08 01:33
消息面上,上交所和深交所分别发布公告称,因恒生综合大型股指数、中型股指数、小型股指数实施成 份股调整,并自9月8日起生效。其中,碧桂园等被调入港股通标的名单。值得一提的是,近期北上深等 一线城市陆续落地优化限购政策。国金证券指出,预计进入四季度地产成交量有望迎来反弹,助推基本 面进一步止跌回稳。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。 碧桂园(02007)高开逾14%,截至发稿,涨14.58%,报0.55港元,成交额3133.02万港元。 ...
碧桂园集团召开月度管理会议:聚力攻坚“金九银十”
人民财讯9月5日电,9月5日,碧桂园集团召开月度管理会议,集团董事会主席杨惠妍聚焦分析当前政策 及市场环境,系统性围绕销售市场、保质交付与资产管理等核心任务进行工作部署,要求各区域项目充 分研判精准施策,确保任务销项闭环,同时聚力攻坚"金九银十",为全力保障保交房年底收官、推动有 条件区域项目经营率先转段赢取主动空间。 ...
内房股午后走高 多地密集落地楼市新政 机构建议关注后续政策落地情况
Zhi Tong Cai Jing· 2025-09-05 06:34
Group 1 - The core point of the article highlights the positive movement in the Chinese real estate stocks, with notable increases in share prices for companies like Country Garden, Shimao Group, R&F Properties, and Sunac China [1] - Recent policy measures have been introduced across various cities to support the "Golden September and Silver October" sales window, aiming to stabilize and boost the real estate market [1] - Cities such as Shanghai, Suzhou, and Changchun have implemented new housing policies since late August, including easing purchase restrictions, lifting sales limits, and providing home purchase subsidies to lower buying costs and stimulate housing consumption [1] Group 2 - According to a report from Guotai Junan, the traditional marketing peak in September is expected to lead to an acceleration in property companies' sales efforts and increased discounting [1] - Core first-tier cities, represented by Beijing and Shanghai, have already introduced favorable policies such as relaxing purchase restrictions, with Shenzhen likely to follow suit [1] - The report suggests paying attention to the potential impact of overseas interest rate cuts and domestic macro monetary policy adjustments, as well as the implementation of urban renewal and land acquisition policies [1]
港股异动 | 内房股午后走高 多地密集落地楼市新政 机构建议关注后续政策落地情况
智通财经网· 2025-09-05 06:27
Group 1 - The core point of the article highlights the rise in share prices of Chinese real estate stocks, with notable increases for companies such as Country Garden (up 6.74%), Shimao Group (up 5.08%), R&F Properties (up 4.29%), and Sunac China (up 3.25%) [1] - Recent government policies across various cities are aimed at boosting the real estate market during the traditional sales peak of "Golden September and Silver October," with measures including relaxed purchase restrictions, cancellation of sales limits, and home purchase subsidies [1] - A report from Guotai Junan suggests that the acceleration of property launches and increased discounting by real estate companies is likely, especially with favorable policies being implemented in major cities like Beijing and Shanghai [1] Group 2 - The article indicates that cities such as Shanghai, Suzhou, and Changchun have introduced new real estate policies since late August, aimed at reducing home buying costs and stimulating housing consumption [1] - The report also emphasizes the potential for further easing of restrictions in Shenzhen, following the trend set by other major cities [1] - Attention is drawn to the implications of potential overseas interest rate cuts and domestic macro monetary policy adjustments, as well as the implementation of urban renewal and land acquisition policies [1]