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瑞銀林鎮鴻︰若住房公積金利率下調 將利好擁一二線土儲發展商

Future Wealths
Future Wealths
24 8 月, 2026
One Min Read
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近期北京樓市放鬆調控政策，瑞銀亞太區房地產行業研究主管林鎮鴻認為，此舉或釋放出政策可能進一步寬鬆的信號，尤其是在7月宏觀資料疲弱的背景下。由於住房限制性措施幾乎已全面鬆綁，近期住房公積金改革或成為解決住宅負利差（即租金收益率低於按揭貸款利率）的新切入點。

原文: https://finance.mingpao.com/fin/instantf/20260824/1787557453954/%E7%91%9E%E9%8A%80%E6%9E%97%E9%8E%AE%E9%B4%BB-%E8%8B%A5%E4%BD%8F%E6%88%BF%E5%85%AC%E7%A9%8D%E9%87%91%E5%88%A9%E7%8E%87%E4%B8%8B%E8%AA%BF-%E5%B0%87%E5%88%A9%E5%A5%BD%E6%93%81%E4%B8%80%E4%BA%8C%E7%B7%9A%E5%9C%9F%E5%84%B2%E7%99%BC%E5%B1%95%E5%95%86%22%20target=%22blank

Last Update: 24 8 月, 2026

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