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ricky_chen
09:41
贴息限制大，变利空了
港股直击｜内房股重挫，万科企业大跌9%，融创中国、绿城中国跌7%
ricky_chen
2024-07-26
$东方甄选(01797)$
又要回归几年前了
去老虎APP查看更多动态
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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-30 09:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">内房股重挫，万科企业大跌 9%，融创中国、绿城中国跌 7%，龙湖集团跌 6%。</p><p style=\"text-align: left;\">消息面上，财政部、中国人民银行、金融监管总局明确，自10月1日起实施居民购房贷款贴息政策，政策期暂定1年。本次贴息政策聚焦首套刚需，单户所购住房建筑面积不超过120平方米、购房价格不超过150万元。符合条件的首套住房商业性个人住房贷款，可享年化1个百分点贴息，贴息期限最长5年，相当于优惠利率的三分之一；以100万元长期限贷款为例，最多可累计减少付息近5万元。</p><p style=\"text-align: justify;\">国盛证券指出，政策整体属于面向特定刚需群体的精准托底，而非全面刺激。效果看，贴息政策有望降低刚需购房门槛，推动部分观望需求在一年政策窗口内提前释放，对低总价、中小户型的新房和二手房交易形成一定支撑，对低房价城市、县域及大城市远郊的带动将更为明显。不过考虑到“首套、120平以下、150万以下”三大硬性条件，对高房价城市核心区域及全国房地产需求的拉动可能相对有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff14b750b89aca4273bb0fc52536bf20\" data-align=\"center\" tg-width=\"1074\" tg-height=\"654\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06998f098ca391e0a64edfd0497ec5c5","relate_stocks":{"03900":"绿城中国","02202":"万科企业","01918":"融创中国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142535564","content_text":"内房股重挫，万科企业大跌 9%，融创中国、绿城中国跌 7%，龙湖集团跌 6%。消息面上，财政部、中国人民银行、金融监管总局明确，自10月1日起实施居民购房贷款贴息政策，政策期暂定1年。本次贴息政策聚焦首套刚需，单户所购住房建筑面积不超过120平方米、购房价格不超过150万元。符合条件的首套住房商业性个人住房贷款，可享年化1个百分点贴息，贴息期限最长5年，相当于优惠利率的三分之一；以100万元长期限贷款为例，最多可累计减少付息近5万元。国盛证券指出，政策整体属于面向特定刚需群体的精准托底，而非全面刺激。效果看，贴息政策有望降低刚需购房门槛，推动部分观望需求在一年政策窗口内提前释放，对低总价、中小户型的新房和二手房交易形成一定支撑，对低房价城市、县域及大城市远郊的带动将更为明显。不过考虑到“首套、120平以下、150万以下”三大硬性条件，对高房价城市核心区域及全国房地产需求的拉动可能相对有限。","news_type":1,"symbols_score_info":{"02202":2,"01918":2,"03900":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331635028373688,"gmtCreate":1721972509898,"gmtModify":1721974762127,"author":{"id":"3494319578228996","authorId":"3494319578228996","name":"ricky_chen","avatar":"https://static.tigerbbs.com/5db521416690bb2be896b37d98508f19","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494319578228996","authorIdStr":"3494319578228996"},"themes":[],"title":"","htmlText":"<a 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09:37","market":"hk","language":"zh","title":"港股直击｜内房股重挫，万科企业大跌9%，融创中国、绿城中国跌7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142535564","media":"老虎资讯综合","summary":"内房股重挫，万科企业大跌 9%，融创中国、绿城中国跌 7%，龙湖集团跌 6%。","content":"<html><head></head><body><p style=\"text-align: left;\">内房股重挫，万科企业大跌 9%，融创中国、绿城中国跌 7%，龙湖集团跌 6%。</p><p style=\"text-align: left;\">消息面上，财政部、中国人民银行、金融监管总局明确，自10月1日起实施居民购房贷款贴息政策，政策期暂定1年。本次贴息政策聚焦首套刚需，单户所购住房建筑面积不超过120平方米、购房价格不超过150万元。符合条件的首套住房商业性个人住房贷款，可享年化1个百分点贴息，贴息期限最长5年，相当于优惠利率的三分之一；以100万元长期限贷款为例，最多可累计减少付息近5万元。</p><p style=\"text-align: justify;\">国盛证券指出，政策整体属于面向特定刚需群体的精准托底，而非全面刺激。效果看，贴息政策有望降低刚需购房门槛，推动部分观望需求在一年政策窗口内提前释放，对低总价、中小户型的新房和二手房交易形成一定支撑，对低房价城市、县域及大城市远郊的带动将更为明显。不过考虑到“首套、120平以下、150万以下”三大硬性条件，对高房价城市核心区域及全国房地产需求的拉动可能相对有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff14b750b89aca4273bb0fc52536bf20\" data-align=\"center\" tg-width=\"1074\" tg-height=\"654\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE 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{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港股直击｜内房股重挫，万科企业大跌9%，融创中国、绿城中国跌7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-30 09:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">内房股重挫，万科企业大跌 9%，融创中国、绿城中国跌 7%，龙湖集团跌 6%。</p><p style=\"text-align: left;\">消息面上，财政部、中国人民银行、金融监管总局明确，自10月1日起实施居民购房贷款贴息政策，政策期暂定1年。本次贴息政策聚焦首套刚需，单户所购住房建筑面积不超过120平方米、购房价格不超过150万元。符合条件的首套住房商业性个人住房贷款，可享年化1个百分点贴息，贴息期限最长5年，相当于优惠利率的三分之一；以100万元长期限贷款为例，最多可累计减少付息近5万元。</p><p style=\"text-align: justify;\">国盛证券指出，政策整体属于面向特定刚需群体的精准托底，而非全面刺激。效果看，贴息政策有望降低刚需购房门槛，推动部分观望需求在一年政策窗口内提前释放，对低总价、中小户型的新房和二手房交易形成一定支撑，对低房价城市、县域及大城市远郊的带动将更为明显。不过考虑到“首套、120平以下、150万以下”三大硬性条件，对高房价城市核心区域及全国房地产需求的拉动可能相对有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff14b750b89aca4273bb0fc52536bf20\" data-align=\"center\" tg-width=\"1074\" tg-height=\"654\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06998f098ca391e0a64edfd0497ec5c5","relate_stocks":{"03900":"绿城中国","02202":"万科企业","01918":"融创中国"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142535564","content_text":"内房股重挫，万科企业大跌 9%，融创中国、绿城中国跌 7%，龙湖集团跌 6%。消息面上，财政部、中国人民银行、金融监管总局明确，自10月1日起实施居民购房贷款贴息政策，政策期暂定1年。本次贴息政策聚焦首套刚需，单户所购住房建筑面积不超过120平方米、购房价格不超过150万元。符合条件的首套住房商业性个人住房贷款，可享年化1个百分点贴息，贴息期限最长5年，相当于优惠利率的三分之一；以100万元长期限贷款为例，最多可累计减少付息近5万元。国盛证券指出，政策整体属于面向特定刚需群体的精准托底，而非全面刺激。效果看，贴息政策有望降低刚需购房门槛，推动部分观望需求在一年政策窗口内提前释放，对低总价、中小户型的新房和二手房交易形成一定支撑，对低房价城市、县域及大城市远郊的带动将更为明显。不过考虑到“首套、120平以下、150万以下”三大硬性条件，对高房价城市核心区域及全国房地产需求的拉动可能相对有限。","news_type":1,"symbols_score_info":{"02202":2,"01918":2,"03900":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331635028373688,"gmtCreate":1721972509898,"gmtModify":1721974762127,"author":{"id":"3494319578228996","authorId":"3494319578228996","name":"ricky_chen","avatar":"https://static.tigerbbs.com/5db521416690bb2be896b37d98508f19","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494319578228996","authorIdStr":"3494319578228996"},"themes":[],"title":"","htmlText":"<a 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