[新聞] 新青安持續發酵 房市多頭來了?營建類股指數創新高
原文標題:
新青安持續發酵 房市多頭來了?營建類股指數創新高
原文連結:
https://money.udn.com/money/story/5621/7862267?from=edn_subcatelist_cate
發布時間:
2024/03/28 15:08:38
記者署名:
朱曼寧
原文內容:
房市前景好不好投資人也會用錢投票,營建類股指數28日再度寫下歷史新高的495,今年
以來營建類股指數就上漲14%,專家指出,一方面台股大漲帶動,一方面有些建商去年完
工入帳表現亮眼,不過背後更反映了市場資金對於房地景氣看法偏向樂觀。
信義房屋不動產企研室專案經理曾敬德表示,觀察過去有重大影響房市政策宣布時,營建
類股隔日都會有明顯反映,營建類股指數也可作為房市信心的指標之一,觀察這波營建類
股指數2022下半年平均地權條例開始發酵後,營建類股指數也出現一小段修正回檔,不過
營建類股指數開始發動時間落在2023年的11月,當時也是新青安政策開發發酵的時間點,
反映市場交易量增溫,且當時預售市場買氣同樣表現熱絡,從2023年10月開始預售市場的
揭露量單月又回到1萬件以上,營建類股指數與景氣表現走勢一致。
營建類股指數在2023年11月突破創高,不過大盤指數在今年2月才突破前高衝上兩萬點,
營建類股指數表現相對大盤強勁,主要還是去年下半年平均地權條例上路後利空淡化,政
策上又有新青安帶動,下半年建物買賣移轉棟數轉為年增,加上預售交易量在第4季也快
速回升,若從營建指數來看,反映市場資金對於後市看法相對樂觀。
曾敬德表示,除了開發商去年有些公司繳出不錯的獲利外,近年受惠開發案眾多,營建類
股也受惠工程增加帶動獲利成長,而近期央行升息更可看出市場並不擔心房市景氣轉空,
營建類股指數在今日也一度寫下新高。
心得/評論:
新青安上路還不到半年,
但是帶來的效果舉目可見,
帶動成交量、房價上漲,
建商賺、代銷賺、仲介賺、政府賺,
四贏的局面,
營建股的長期利多。
--
如果還有來世,我想當一個獸人
--
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