<p>汇丰研究发布报告称，深圳在核心区域进一步放宽了购房限制。相关行业股票反应积极，持续的支持政策预计将缓解市场对政策在房地产市场开始复苏时可能收紧的担忧。</p>
<p>该银行预计，自今年 1 月以来明确的政策将有助于释放被压抑的需求，加速市场情绪的恢复。然而，它建议投资者不仅要关注短期政策新闻，还要关注基本面的改善。</p>
<p>该银行指出，在一级市场，稳定通常从豪华市场向大众市场扩散。深圳大众住宅市场交易量的反弹将是验证房地产市场更广泛复苏的关键。</p>
<p>在中国房地产股票中，该银行的首选是华润置地 (01109.HK) -0.460 (-1.396%) 空头头寸 $207.35M; 比率 25.368%，建发国际集团 (01908.HK) -0.220 (-1.462%) 空头头寸 $40.38M; 比率 31.513% 和世茂房地产 (01030.HK) +0.020 (+0.909%) 空头头寸 $7.19M; 比率 12.383%，均评级为买入，目标价分别为 37.7 港元、19.9 港元和 3 港元。(sl/u)(香港股票报价延迟至少 15 分钟。空头头寸数据截至 2026-04-30 16:25。)</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用本翻译而产生的任何损害或损失不承担任何责任。</p>

绿景中国地产

华润置地

房地产ETF

华夏中证全指房地产ETF

华宝中证800地产ETF

南方中证全指房地产ETF

<p>汇丰研究报告指出，深圳放宽购房限制引发了股市的积极反应。该银行预计，持续的支持政策将缓解市场担忧并刺激需求，助力房地产市场的复苏。报告强调，除了短期政策新闻外，关注基本面的改善同样重要。汇丰在中国房地产行业的首选股票包括华润置地、建发国际集团和世茂房地产，均被评为买入，并设定了目标价格</p>

<p>HSBC Research issued a report stating that Shenzhen has further eased home purchase restrictions in core areas. Related sector stocks reacted positively, and the continuity of supportive policies is expected to alleviate market concerns that policies could be tightened as the property market begins to recover.</p>
<div class="lb-trans"><p>汇丰研究发布报告称，深圳在核心区域进一步放宽了购房限制。相关行业股票反应积极，持续的支持政策预计将缓解市场对政策在房地产市场开始复苏时可能收紧的担忧。</p>
</div><p>The bank expects that clearly articulated policies since January this year will help release pent-up demand and accelerate the recovery in market sentiment. However, it advises investors to focus not only on short-term policy news but also on improvements in fundamentals.</p>
<div class="lb-trans"><p>该银行预计，自今年 1 月以来明确的政策将有助于释放被压抑的需求，加速市场情绪的恢复。然而，它建议投资者不仅要关注短期政策新闻，还要关注基本面的改善。</p>
</div><p>The bank noted that in the primary market, stabilization typically spreads from the luxury segment to the mass market. A rebound in transaction volume in Shenzhens mass residential segment would be key to validating a broader recovery in the property market.</p>
<div class="lb-trans"><p>该银行指出，在一级市场，稳定通常从豪华市场向大众市场扩散。深圳大众住宅市场交易量的反弹将是验证房地产市场更广泛复苏的关键。</p>
</div><p>Among Chinese property stocks, the banks top picks are CHINA RES LAND (01109.HK) -0.460 (-1.396%)  Short selling $207.35M; Ratio 25.368%  , C&amp;D INTL GROUP (01908.HK) -0.220 (-1.462%)  Short selling $40.38M; Ratio 31.513%  and SEAZEN (01030.HK) +0.020 (+0.909%)  Short selling $7.19M; Ratio 12.383%  , all rated Buy, with TPs of HKD37.7, HKD19.9 and HKD3, respectively. (sl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-30 16:25.)</p>
<div class="lb-trans"><p>在中国房地产股票中，该银行的首选是华润置地 (01109.HK) -0.460 (-1.396%) 空头头寸 $207.35M; 比率 25.368%，建发国际集团 (01908.HK) -0.220 (-1.462%) 空头头寸 $40.38M; 比率 31.513% 和世茂房地产 (01030.HK) +0.020 (+0.909%) 空头头寸 $7.19M; 比率 12.383%，均评级为买入，目标价分别为 37.7 港元、19.9 港元和 3 港元。(sl/u)(香港股票报价延迟至少 15 分钟。空头头寸数据截至 2026-04-30 16:25。)</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用本翻译而产生的任何损害或损失不承担任何责任。</p>
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汇丰研究指出，深圳放宽购房限制后，股市反应积极；推荐的首选股票包括华润置地、建发国际集团和新城控股