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麥格理:龍頭髮展商銷售勢頭將持續 首選龍湖集團(0960.HK)等
格隆匯 04-07 14:04

麥格理髮布報告稱,武漢的土地拍賣暫停兩個月之後,現時通過視頻會議或網上進行,據武漢當局數據,3月31日有10宗土地交易,合計109億元人民幣,其中6宗涉及住宅發展,樓盤銷售3月底也有恢復,首5日有287宗成交。

該行稱,抵押貸款利率呈下降趨勢,首置平均抵押貸款利率由去年12月的5.52%,下降至今年3月的5.45%。在貸款市場報價利率(LPR)趨勢向下,預期消費者層面的信貸環境將保持良好,至於企業方面,大多數龍頭髮展商都可以較低利率獲得融資。該行預計,由於龍頭髮展商及中小型發展商的融資能力有別,市場整合將加快。

該行還稱,內地地產行業現價相當於資產淨值(NAV)折讓41%,具有吸引力。另相信行業復甦速度將快過預期,龍頭髮展商的銷售勢頭持續。該行首選股為中國海外發展(0688.HK)、龍湖集團(0960.HK)及中國金茂(0817.HK)。

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