港股異動 | 內房股普漲 龍湖集團(0960.HK)升逾9%領漲
格隆匯3月25日丨內房股普漲,龍湖集團(0960.HK)升逾9%領漲,中國奧園漲逾8%,旭輝、中國恆大漲逾7%,融信中國、萬科、世茂房地產(入選了格隆匯2020十大核心資產)漲逾4%。近日,多家上市房企公佈2019年業績。其中,中國奧園去年實現合同銷售1180.6億元(人民幣,下同),同比增約29%;實現營業額約505.3億元、核心淨利潤約51.2億元,同比分別增長63%和67%;龍湖集團年度純利同比升27.1%至265.52億元,末期息0.84元。摩通近日發研報指,在目前市況下內房股具防禦性,風險回報非常吸引,相信即使房地產銷情受疫情影響而有所停滯,但預期現時大部分售樓處已重新開放,項目亦多已復工,相信4月份銷售將恢復按年增長。疫情未會在根本上改變房地產市場供需,因此預期需求最快在6月份會出現強勁反彈,維持對全年銷售和建築活動預測不變。
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