国泰君安：港股地产链或将迎来反弹投资机会

Zhitong
2023.09.03 23:28
国泰君安证券 9 月 4 日研报表示，地产景气度有所回落，但政策预期不断升温，带动港股地产链反弹。2023 年上半年地产销售修复趋势放缓，新开工面积、施工面积、开发投资等指标保持负增长。商品房销售较二季度末有所回落，整体弱于季节性，二手房成交面积同样连续走弱。近期房地产政策确定新基调，中央政治局会议中关于房地产的表述提到要 “适应我国房地产市场供求关系发生重大变化的新形势，适时调整优化房地产政策”。随后北上广深等一线城市纷纷响应。政策预期升温，港股地产链或将迎来反弹投资机会。
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