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《大行報告》美銀證券:內房銷售持續復甦 首選新城發展、中海外、龍湖及世茂
阿思達克 06-01 14:47
美銀證券發表研究報告,指今年5月份主要內地發展商的合同銷售按年增長約9%,按月增長15%,較4月份表現有所加快。復甦的跡象與該行追蹤的26個城市每周銷售表現一致。今年來,內房商合同銷售跌幅收窄至跌約6%,4家內房企業錄雙位數增長,包括龍光地產(03380.HK)、中國金茂(00817.HK)、中國恆大(03333.HK)、世茂房地產(00813.HK)。

該行估計,其覆蓋的內房企業需要在今年餘下時間實現按年12%的銷售增長,才能達到全年銷售目標,意味銷售需要進一步加速。雖然第二季的銷售受到壓抑的需求釋放所推動,但該行仍對下半年需求的可持續性感到憂慮。

該行指,目前內房板塊的估值低於歷史平均水平,考慮到其未來的挑戰,認為這表現合理,看好一些具有良好流動性及有穩健盈利增長前景的股份,首選新城發展(01030.HK)、中海外(00688.HK)、龍湖集團(00960.HK)及世茂房地產。

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