<p>房地产股票在预算日出现获利回吐，因该行业对缺乏任何重大政策支持以促进可负担住房反应消极。</p>
<p>Nifty 房地产指数在周五下跌超过 2%，抹去了前四个交易日的所有涨幅，期间该指数上涨了 2.15%。</p>
<p>行业组织 CREDAI 对预算公告表示失望，指出缺乏针对可负担住房的具体措施。</p>
<p>&#34;CREDAI 对预算未能为可负担住房提供任何具体支持深感失望。根据当前过时的可负担住房定义，CREDAI 估计该细分市场的份额可能会进一步从 18% 下降至接近 12% 的总住房供应。这对印度的中下层和中产阶级来说是一个严重的警告信号，&#34; CREDAI 全国主席 Shekhar Patel 表示。</p>
<p>在剧烈的抛售压力下，Nifty 房地产指数的十个成分股中有八个收盘下跌。Lodha Developers 和 Sobha 成为主要滞后者，跌幅达到 5%。</p>
<p>Godrej Properties、DLF、Oberoi Realty 和 Signatureglobal（印度）等其他股票也下跌了最多 5%。</p>
<p>与此同时，一些行业参与者表示，预算对基础设施和区域发展的关注可能在长期内支持该行业。</p>
<p>TREVOC 集团董事总经理 Gurpal Singh Chawla 表示，针对二线和三线城市的资金支持是一个积极的步骤。他指出，城市经济区域框架和持续推动资本支出将逐步增强房地产基本面，尽管短期内需求影响可能有限。</p>
<p>2026 年联邦预算将公共资本支出提高至 12.2 万亿印度卢比，并宣布设立基础设施风险担保基金，进一步强调政府对基础设施驱动增长的关注。</p>
<p>行业参与者表示，这些措施可能改善房地产各个细分市场的执行可见性和流动性。Gaurs 集团董事长兼总经理 Manoj Gaur 表示，预算对基础设施和金融稳定的重视将有助于维持近年来该行业的增长势头。</p>
<p>County Group 董事 Amit Modi 表示，基础设施风险担保基金将提高资金信心，降低长期项目的执行风险。</p>
<p>然而，ANAROCK 集团主席 Anuj Puri 表示，预算对房地产行业提供的直接救助有限，主要收益来自于更高的资本支出和制造业、中小企业、旅游、交通基础设施和绿色转型相关的举措。</p>
<p><em><strong>免责声明：</strong> Moneycontrol.com 上的投资专家所表达的观点和投资建议仅代表他们个人，与网站或其管理层无关。Moneycontrol.com 建议用户在做出任何投资决策之前咨询认证专家。</em></p>

<p>房地产股票在预算日面临获利回吐，Nifty 房地产指数因缺乏对可负担住房的重大政策支持而下跌超过 2%。CREDAI 表示失望，警告可负担住房的比例可能从 18% 下降至 12%。Lodha 和 Godrej Properties 等主要股票下跌幅度达到 5%。虽然一些行业参与者指出预算对基础设施的关注可能带来长期利益，但其他人批评房地产行业的直接救助有限。联邦预算将公共资本支出提高至 12.2 万亿印度卢比，强调以基础设施为主导的增长</p>

<p>Realty shares witnessed profit booking on Budget day, with the sector reacting negatively to the absence of any major policy support for affordable housing.</p>
<div class="lb-trans"><p>房地产股票在预算日出现获利回吐，因该行业对缺乏任何重大政策支持以促进可负担住房反应消极。</p>
</div><p>The Nifty Realty index declined over 2 percent on Friday, erasing all the gains made over the previous four sessions, during which it had risen 2.15 percent.</p>
<div class="lb-trans"><p>Nifty 房地产指数在周五下跌超过 2%，抹去了前四个交易日的所有涨幅，期间该指数上涨了 2.15%。</p>
</div><p>Industry body CREDAI expressed disappointment over the Budget announcements, citing the lack of concrete measures for affordable housing.</p>
<div class="lb-trans"><p>行业组织 CREDAI 对预算公告表示失望，指出缺乏针对可负担住房的具体措施。</p>
</div><p>&#34;CREDAI is deeply disappointed that the Budget offers nothing concrete for affordable housing. With the current outdated definition of affordable housing, CREDAI estimates that the segment’s share could decline further from 18 percent to nearly 12 percent of total housing supply. This is a serious warning sign for India’s lower middle class and middle class,&#34; CREDAI National President Shekhar Patel said.</p>
<div class="lb-trans"><p>&#34;CREDAI 对预算未能为可负担住房提供任何具体支持深感失望。根据当前过时的可负担住房定义，CREDAI 估计该细分市场的份额可能会进一步从 18% 下降至接近 12% 的总住房供应。这对印度的中下层和中产阶级来说是一个严重的警告信号，&#34; CREDAI 全国主席 Shekhar Patel 表示。</p>
</div><p>Eight of the ten constituents of the Nifty Realty index ended lower amid sharp selling pressure. Lodha Developers and Sobha emerged as major laggards, falling up to 5 percent.</p>
<div class="lb-trans"><p>在剧烈的抛售压力下，Nifty 房地产指数的十个成分股中有八个收盘下跌。Lodha Developers 和 Sobha 成为主要滞后者，跌幅达到 5%。</p>
</div><p>Godrej Properties, DLF, Oberoi Realty and Signatureglobal (India) were among other stocks that declined up to 5 percent.</p>
<div class="lb-trans"><p>Godrej Properties、DLF、Oberoi Realty 和 Signatureglobal（印度）等其他股票也下跌了最多 5%。</p>
</div><p>Meanwhile, some industry players said the Budget’s focus on infrastructure and regional development could support the sector over the longer term.</p>
<div class="lb-trans"><p>与此同时，一些行业参与者表示，预算对基础设施和区域发展的关注可能在长期内支持该行业。</p>
</div><p>Gurpal Singh Chawla, Managing Director of TREVOC Group, said the emphasis on funding for Tier-2 and Tier-3 cities was a positive step. He noted that the City Economic Regions framework and continued push for capital expenditure would gradually strengthen real estate fundamentals beyond metro markets, though immediate demand impact may be limited.</p>
<div class="lb-trans"><p>TREVOC 集团董事总经理 Gurpal Singh Chawla 表示，针对二线和三线城市的资金支持是一个积极的步骤。他指出，城市经济区域框架和持续推动资本支出将逐步增强房地产基本面，尽管短期内需求影响可能有限。</p>
</div><p>The Union Budget 2026 raised public capital expenditure to Rs 12.2 lakh crore and announced the introduction of the Infrastructure Risk Guarantee Fund, reinforcing the government’s focus on infrastructure-led growth.</p>
<div class="lb-trans"><p>2026 年联邦预算将公共资本支出提高至 12.2 万亿印度卢比，并宣布设立基础设施风险担保基金，进一步强调政府对基础设施驱动增长的关注。</p>
</div><p>Industry players said these measures could improve execution visibility and liquidity across real estate segments. Manoj Gaur, Chairman and Managing Director of Gaurs Group, said the Budget’s emphasis on infrastructure and financial stability would help sustain momentum seen in the sector in recent years.</p>
<div class="lb-trans"><p>行业参与者表示，这些措施可能改善房地产各个细分市场的执行可见性和流动性。Gaurs 集团董事长兼总经理 Manoj Gaur 表示，预算对基础设施和金融稳定的重视将有助于维持近年来该行业的增长势头。</p>
</div><p>Amit Modi, Director of County Group, said the Infrastructure Risk Guarantee Fund would improve funding confidence and reduce execution risks for long-gestation projects.</p>
<div class="lb-trans"><p>County Group 董事 Amit Modi 表示，基础设施风险担保基金将提高资金信心，降低长期项目的执行风险。</p>
</div><p>ANAROCK Group Chairman Anuj Puri, however, said the Budget provided limited direct relief to the real estate sector, with benefits largely coming through higher capital expenditure and related initiatives in manufacturing, MSMEs, tourism, transport infrastructure and green transition.</p>
<div class="lb-trans"><p>然而，ANAROCK 集团主席 Anuj Puri 表示，预算对房地产行业提供的直接救助有限，主要收益来自于更高的资本支出和制造业、中小企业、旅游、交通基础设施和绿色转型相关的举措。</p>
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<div class="lb-trans"><p><em><strong>免责声明：</strong> Moneycontrol.com 上的投资专家所表达的观点和投资建议仅代表他们个人，与网站或其管理层无关。Moneycontrol.com 建议用户在做出任何投资决策之前咨询认证专家。</em></p>
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Realty shares see profit booking on Budget day; Lodha, Godrej Properties decline up to 5% - Here's why

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在预算日，房地产股票出现获利回吐；Lodha 和 Godrej Properties 的股价最多下跌了 5% - 以下是原因