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長城證券:建議房地產板塊配置可適當積極一些
格隆匯 09-25 15:03
長城證券發佈房地產行業報告,認為目前的政策基調依然以平穩為主,近期降準,以及銀保監會發言人表示沒有控制房企新增貸款,只是防止違規,行業融資環境有望出現邊際改善。目前板塊估值低於2014年初水平,處於歷史底部區域,認為已基本反應了對行業政策偏緊及基本面下行的預期,維持“推薦”評級,建議板塊配置可適當積極一些,個股上維持推薦低估值龍頭萬科、保利、招蛇,以及佈局重點城市的二線龍頭陽光城。
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