房地产公司突然大涨，原因可能是它

华尔街见闻2021-07-01

7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

TabFnlk
2021-07-01
TabFnlk
膨脹的開始
- TabFnlk:
  再想想，还有谁也赚了的？
- 缠绕的紫藤:
  钱都给房地产开发商赚了
Jason ooi
2021-07-01
Jason ooi
???
- Fengjie:
  赞

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1145918550?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","is_english":false,"pubTime":"2021-07-01 16:34","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1145918550","market":"sh","top_or_hot":-1,"title":"房地产公司突然大涨，原因可能是它","media":"华尔街见闻","content":"<div>\n<p>7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。\n消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634342\">Source Link</a>\n\n</div>\n","source":"highlight_wallstreetcn","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>房地产公司突然大涨，原因可能是它</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房地产公司突然大涨，原因可能是它\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 16:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634342><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。\n消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634342\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000002","symbol_name":"万科A","start_time":0,"source_url":"https://wallstreetcn.com/articles/3634342","article_id":"1145918550","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3634342","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1145918550","pubTimestamp":1625128491,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"000002":"万科A"},"translate_title":"Real estate companies suddenly rose sharply, and the reason may be that it","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ca04bb0bd0aed2a022f59d69ae52f704","symbols_score_info":{"000002":0.9},"content_text":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。\n消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园REIT作为首批基础设施公募REITs之一成功上市，贡献净利润约14亿元。\n国泰君安表示，基础设施REITs的上市，短期一定程度上可帮助房地产企业盘活自持物业，兑现增值收益，做大所有者权益规模，中长期可提高产业园区的周转速度，提升IRR，并有望快速提升规模。\n本次招商蛇口业绩增长的落地，或一定程度上加大了市场对于“公募REITs上市盘活房企不动产资产”的想象，导致了地产股的上涨。\n此前首批9支公募REITs正式上市交易\n6月21日，首批9支公募REITs正式上市交易，其中深交所首批4只基础设施公募REITs分别为首钢绿能、蛇口产园、广州广河和盐港REIT，底层基础设施项目位于京津冀和粤港澳两大一体化发展重点区域，覆盖垃圾处理及生物质发电、产业园区、收费公路和仓储物流等四大主流基础设施领域。\nREITs行情方面，与A股个股普跌不同，7月1日，REITs标的今日普涨。\n\n为什么REITs上市利好房企？\nREITs，英文全称Real Estate Investment Trusts，即不动产投资信托基金，和一般基金相比就是把底层资产从股票换成了不动产（房地产、高速公路、产业园区等基础设施）。\n一方面，不动产的流动性较低，有时候往往无法满足不动产持有人的资金需求。\n另一方面，不动产的投资门槛又比较高，想要投资的中小投资者又无法有效参与。\n怎么解决这种需求呢？REITs就是为此而诞生的金融产品。\n\n对于中小投资者而言，既然几百万、上千万的不动产房子买不起，那我们通过将大家的钱募集起来，然后以基金的形式去买，这样不就能够投资了吗？\n这就好像，股市市场上很多小散买不起一手21w的茅台，但是通过基金的形式，大家也能够把茅台作为自己资产配置的一部分了。\nREITs上市的好处还在于，对于不动产持有人（包括房企）来说，手中的不动产被盘活了，原来的不动产，在急需资金周转的时候，并不是想卖就能卖；但现在这种问题解决了，急需用钱的时候，有市场、有途径可以将不动产变现。\n总体上来说，REITs产品的推出，对企业来说可以有效盘活存量资产、拓展权益融资渠道，改善资产负债表，此次招商蛇口业绩增长的落地就是最好的证明。\nREITs未来空间\n此前提到，目前我国发行的9只公募REITs只涉及到产业园区、仓储物流、高速公路以及垃圾处理和污水治理等行业；根据此前证监会发布数据，我国共有64只REITs产品报备，整体规模超1300亿元。\n结合海外的数据，截止至2020年底，美国REITs发行规模达1.25万亿美元，共有223支产品，占全球市场的6成以上；目前亚洲活跃REITs共有178只，总市值达2924亿美元，其市场规模仅占美国的30%。\n德邦证券认为，考虑到我国基建项目丰富，盘活存量与支持新基建的背景下，预计我国REITs将有巨大的发展空间，参考首批发行情况，假如每年发行800到1200亿元，我国REITs有望实现在未来十年破万亿。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":158185547,"gmtCreate":1625137276089,"gmtModify":1703736875137,"author":{"id":"3544606489804355","authorId":"3544606489804355","name":"TabFnlk","avatar":"https://static.tigerbbs.com/85ffd07624617a0ec8c253836967ae8b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3544606489804355","authorIdStr":"3544606489804355"},"htmlText":"膨脹的開始","listText":"膨脹的開始","text":"膨脹的開始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158185547","repostId":1145918550,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5095405,"gmtCreate":1625175088751,"gmtModify":1663230400327,"authorId":3544606489804355,"author":{"id":3544606489804355,"idStr":"3544606489804355","authorId":3544606489804355,"name":"TabFnlk","avatar":"https://static.tigerbbs.com/85ffd07624617a0ec8c253836967ae8b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":158185547,"type":1,"supId":5091710,"prevId":0,"content":"再想想，还有谁也赚了的？","text":"再想想，还有谁也赚了的？","html":"再想想，还有谁也赚了的？"},{"id":5091710,"gmtCreate":1625140821003,"gmtModify":1663230384844,"authorId":3583042781608308,"author":{"id":3583042781608308,"idStr":"3583042781608308","authorId":3583042781608308,"name":"缠绕的紫藤","avatar":"https://community-static.tradeup.com/news/535cb6874b19a7866472fd792f53d3a0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":158185547,"type":1,"supId":0,"prevId":0,"content":"钱都给房地产开发商赚了","text":"钱都给房地产开发商赚了","html":"钱都给房地产开发商赚了"}],"langContent":"CN"},{"id":158310374,"gmtCreate":1625128765898,"gmtModify":1703736703017,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jason ooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":3,"crmLevelSwitch":1,"idStr":"3578363721876728","authorIdStr":"3578363721876728"},"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158310374","repostId":1145918550,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5090655,"gmtCreate":1625131669400,"gmtModify":1635239798392,"authorId":3564909256585570,"author":{"id":3564909256585570,"idStr":"3564909256585570","authorId":3564909256585570,"name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":158310374,"type":1,"supId":0,"prevId":0,"content":"赞","text":"赞","html":"赞"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":2,"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":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","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/1145918550"}