港股异动 | 内房股普遍上扬政策利好持续叠加机构称当前地产板块估值偏低

智通财经2025-09-24

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》，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2569729371?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-24 11:06","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2569729371","market":"sh","top_or_hot":-1,"title":"港股异动 | 内房股普遍上扬 政策利好持续叠加 机构称当前地产板块估值偏低","media":"智通财经","content":"<div>\n<p>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》，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348791.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 内房股普遍上扬 政策利好持续叠加 机构称当前地产板块估值偏低</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 内房股普遍上扬 政策利好持续叠加 机构称当前地产板块估值偏低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1348791.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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》，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1348791.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1507","symbol_name":"粤港澳大湾区","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1348791.html","article_id":"2569729371","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2569729371","pubTimestamp":1758683176,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"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。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1507":"粤港澳大湾区","BK1589":"北水核心资产","BK1555":"内房股","BK4614":"Manus概念股","02007":"碧桂园","BK1582":"深圳本地概念股","HSCEI":"国企指数","00081":"中国海外宏洋集团","BK1610":"ETF&股票定投概念","BK1521":"挪威政府全球养老基金持仓","LU0702159343.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) INC","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","03380":"龙光集团","00813":"世茂集团","YANG":"三倍做空富时中国ETF-Direxion","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","BK1240":"房地产开发"},"translate_title":"Changes in Hong Kong stocks | Mainland real estate stocks generally rose, favorable policies continued to superimpose, institutions said the current valuation of the real estate sector was low","themeId":"32aaf0874c7e05128705bd1ee74c09ce","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03380":0.9,"02007":0.9,"HSCEI":1.5,"00813":0.9,"YANG":1.5,"00081":0.9},"content_text":"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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2569729371","isCrawlerRequest":true}

港股异动 | 内房股普遍上扬 政策利好持续叠加 机构称当前地产板块估值偏低

精彩评论

港股异动 | 内房股普遍上扬政策利好持续叠加机构称当前地产板块估值偏低