花旗:內房9月銷售增長達29%錄歷史次高 料10月銷售維持強勁
花旗發表的研究報告指,根據第三方調查數據,34家該行有關注的內房企業9月銷售按年增長達29%,屬歷史次高,而按月計算亦較8月份增長25%,遠高於該行早前估算的10%-15%增長,相信主要受惠9-10月銷售策略推出加快,一、二線城市需求以及三、四線城市定價具彈性等,而今年首九個月銷售亦按年增長了17%,鎖定了全年銷售目標約73%。
該行指出中國恆大(03333.HK) 、世茂房地產(00813.HK) 、龍湖集團(00960.HK)、合景泰富集團(01813.HK)及美的置業(03990.HK)均錄月度新高,而恆大、世茂房、融創中國(01918.HK)等均是行業增長的主要貢獻者,個別企業方面表現較強的則包括融信中國(03301.HK)、龍光地產(03380.HK)、合景泰富等,惟表現較弱的則包括遠洋集團(03377.HK)、華潤置地(01109.HK)及中國海外發展(00688.HK)等。
該行估計10月銷售將維持強勁,並增長20%-25%,主要受惠一、二線城市新項目推出以及三、四線城市價格或減,而第四季只要表現良好已能帶動全年銷售增長15%-16%。
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