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羣益證券:經濟環境嚴峻 地產市場銷售和投資受壓
格隆匯 03-18 16:32

今年1至2月受到疫情影響,房地產成交量大幅下跌。全國房地產銷售面積為0.85億平方米,銷售金額為0.82萬億元(人民幣﹒下同)。羣益證券對此作出點評,1至2月房地產銷售均價為為每平方米9679.1元,銷售均價仍保持在穩健的水平。隨着國內疫情得到控制,預計3月房地產銷售市場活躍度將逐漸提高,目前可以看到3月第一週數據環比出現反彈。疫情影響下,全年房地產銷售面臨一定的壓力,後續需要繼續觀察相關政策的變化情況。

在當前行業增速下降的背景下,報告預計行業集中度將進一步提升,融資能力強、資金週轉快的企業有望擴大領先優勢。推薦萬科A(000002.SZ)、保利地產、招商蛇口等龍頭個股。

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