大摩：豪宅印花税上调不利九龙仓集团(00004)等公司料今年楼价升10%

智通财经02-26

智通财经APP获悉，摩根士丹利发布研报称，港府新一份《财政预算案》宣布将价值超过1亿元的住宅物业印花税率上调至6.5%。该行估算此类物业在2025年占总成交量0.3%，但占总成交额8%，预期措施将对九龙仓集团(00004)构成负面影响; 其他有此类物业风险敞口的公司包括恒隆地产(00101)(如蓝塘道洋房)、长实集团(01113)(如波老道21号项目)、恒基地产(00012)(如西半山天御)及...

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/2614091803?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-26 14:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2614091803","market":"hk","top_or_hot":-1,"title":"大摩：豪宅印花税上调不利九龙仓集团(00004)等公司 料今年楼价升10%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，摩根士丹利发布研报称，港府新一份《财政预算案》宣布将价值超过1亿元的住宅物业印花税率上调至6.5%。该行估算此类物业在2025年占总成交量0.3%，但占总成交额8%，预期措施将对九龙仓集团(00004)构成负面影响; 其他有此类物业风险敞口的公司包括恒隆地产(00101)(如蓝塘道洋房)、长实集团(01113)(如波老道21号项目)、恒基地产(00012)(如西半山天御)及...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407513.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>大摩：豪宅印花税上调不利九龙仓集团(00004)等公司 料今年楼价升10%</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大摩：豪宅印花税上调不利九龙仓集团(00004)等公司 料今年楼价升10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1407513.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，摩根士丹利发布研报称，港府新一份《财政预算案》宣布将价值超过1亿元的住宅物业印花税率上调至6.5%。该行估算此类物业在2025年占总成交量0.3%，但占总成交额8%，预期措施将对九龙仓集团(00004)构成负面影响; 其他有此类物业风险敞口的公司包括恒隆地产(00101)(如蓝塘道洋房)、长实集团(01113)(如波老道21号项目)、恒基地产(00012)(如西半山天御)及...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407513.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":"00012","symbol_name":"恒基地产","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1407513.html","article_id":"2614091803","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614091803","pubTimestamp":1772087444,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，摩根士丹利发布研报称，港府新一份《财政预算案》宣布将价值超过1亿元的住宅物业印花税率上调至6.5%。该行估算此类物业在2025年占总成交量0.3%，但占总成交额8%，预期措施将对九龙仓集团构成负面影响; 其他有此类物业风险敞口的公司包括恒隆地产、长实集团、恒基地产及新鸿基地产 。整体而言，该行对楼价复苏保持建设性看法，预期今年楼价升10%，且不预期年内会推出任何收紧措施。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80016":"新鸿基地产-R","00012":"恒基地产","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU2226123490.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A5m SGD","SG9999010078.USD":"UNITED ASIA PACIFIC REAL ESTATE INCOME (USDHDG) INC","LU0229494975.USD":"骏利亨德森亚太地产股票基金","BK1098":"零售业房地产投资信托","BK1569":"长和系","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","00004":"九龙仓集团","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK1240":"房地产开发","LU0224508324.USD":"SCHRODER ISF GLOBAL CITIES \"A\" (USD) ACC","IE00B1G9TL16.USD":"FIRST SENTIER ASIAN PROPERTY SECURITIES \"I\" (USD) ACC","LU2088747998.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC","BK1555":"内房股","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK1229":"房地产经营公司","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0231459107.USD":"abrdn SICAV I - ASIAN SMALLER COMPANIES \"A\" (USD) ACC","BK1258":"房地产运营公司","00016":"新鸿基地产","SG9999002463.SGD":"LionGlobal China Growth SGD","SUHJY":"新鸿基地产ADR","00101":"恒隆地产","LU2088748020.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC A","IE00BSPPW651.USD":"NEUBERGER BERMAN GLOBAL REAL ESTATE SECURITIES \"A\" (USD) ACC","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","LU2088747725.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"A\" (USD) ACC","BK1256":"零售房地产信托","LU2088748376.SGD":"Eastspring Investments - Asia Real Estate Multi Asset Income Cl ASDM SGD-H","SG9999010052.SGD":"United Asia Pacific Real Estate Income Dis SGD","BK1534":"收租股","LU1316543674.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A3 SGD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","03121":"华夏亚太房地产","LU2088748293.HKD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"AHD\" (HKD) INC","00823":"领展房产基金","BK1216":"多样化房地产活动","BK1521":"挪威政府全球养老基金持仓","IE00B1G9TM23.USD":"FIRST SENTIER ASIAN PROPERTY SECURITIES \"I\" (USD) INC","BK1559":"蓝筹地产股","BK1601":"香港本地股","03145":"华夏亚洲高息股","LU2226123227.USD":"Janus Henderson Horizon Asia-Pacific Property Income A5m USD","01113":"长实集团"},"translate_title":"Morgan Stanley: The increase in stamp duty on luxury homes is bad for companies such as Wharf Group (00004) and expect property prices to rise by 10% this year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80016":0.6,"00004":1.5,"00012":0.9,"03121":0.6,"03145":0.6,"00016":0.9,"SUHJY":0.6,"00101":0.9,"01113":0.9,"00823":0.9},"content_text":"智通财经APP获悉，摩根士丹利发布研报称，港府新一份《财政预算案》宣布将价值超过1亿元的住宅物业印花税率上调至6.5%。该行估算此类物业在2025年占总成交量0.3%，但占总成交额8%，预期措施将对九龙仓集团(00004)构成负面影响; 其他有此类物业风险敞口的公司包括恒隆地产(00101)(如蓝塘道洋房)、长实集团(01113)(如波老道21号项目)、恒基地产(00012)(如西半山天御)及新鸿基地产(00016) 。商业地皮方面，连续第二年没有商业用地推出发售，将透过改善供需情况来支持写字楼及零售物业市场。而各项人才计划已吸引27万人来港，其中逾10万人透过高端人才通行证计划来港，为香港创造额外的住屋需求。另外，政府正寻求将房托基金(REITs)纳入互联互通机制，并引入修订条例草案以促进REITs私有化或重组，以及可能豁免寻求上市的REITs转让非住宅物业的印花税; 此举对领展房产基金(00823)属正面因素。整体而言，该行对楼价复苏保持建设性看法，预期今年楼价升10%，且不预期年内会推出任何收紧措施。不过，本地地产股年初至今股价已累升约20%至50%，部分上行空间已被消化。即将展开的业绩期，在利润率下降及2026年盈利展望疲弱下，可能带来波动。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2614091803","isCrawlerRequest":true}

大摩：豪宅印花税上调不利九龙仓集团(00004)等公司 料今年楼价升10%

精彩评论

大摩：豪宅印花税上调不利九龙仓集团(00004)等公司料今年楼价升10%