深圳再迎国家级战略利好本土标杆龙光地产(03380.HK)直接受益
继粤港澳大湾区之后,深圳再次迎来国家级战略利好。8月18日,中央出台重磅文件,支持深圳建设中国特色社会主义先行示范区。对于深圳本地股而言,将面临重大利好,龙光地产(03380.HK)股票出现强劲拉升,股价一度冲高至11.31港元,涨幅超过9%。
作为以区域深耕为核心的企业,龙光地产已经在粤港澳大湾区建立起领先优势,尤其是土储资源颇为丰富。截至2018年12月31日,龙光地产土储权益总货值已经达到6520亿元。根据机构排名,龙光地产土储的权益货值已经跻身房地产行业前十位。在该公司总土储中,粤港澳大湾区货值已经达5356亿元,占总货值比重82%,其中深圳土储权益总货值达1805亿元。2019年上半年,龙光地产继续通过招拍挂和城市更新方式在深圳补充土储资源,在深圳发展的地铁物业项目数量已经达到13个,领跑深圳市场。
龙光地产盈利能力处于行业标杆水平,2018年物业销售毛利率保持在35.6%,核心利润率高达17.3%。今年1至7月,公司累计实现合约销售额546.2亿元,同比增长24.7%,已完成全年850亿元销售目标的64.26%,年度任务完成率位居行业前列。龙光地产发布盈喜公告,预计2019年前6个月的核心溢利将实现不少于40%的增幅。汇丰、瑞银等国际投行均将龙光推荐为行业首选股。受惠于政策“催化剂”效应,龙光地产近期有望迎来新行情。
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