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平安證券:銷售恢復快且中報預期好 強烈推薦龍光集團(3380.HK)
格隆匯 07-02 09:51

7月1日,國內著名券商平安證券發佈最新研報,根據克而瑞公佈的銷售數據顯示,百強房企6月銷售持續改善,強者恆強格局明顯,行業前10至20位房企銷售增速靠前。考慮到國內經濟逐步恢復、供給持續放量以及市場熱度延續等因素,預計短期房地產銷售成交將保持高位。該行維持“強於大市”的行業評級,強烈推薦銷售恢復快、中報預期較好的優質房企龍光集團(3380.HK)。

平安證券此前報告指出,看好龍光集團發展戰略,公司佈局粵港澳大灣區及長三角兩大都市圈,疊加西南和中部兩大城市羣,擁有充沛優質土儲,城市更新盈利新引擎將驅動公司未來繼續保持銷售及盈利穩健增長。同時,龍光升級完善激勵機制,推出長期事業合夥人計劃,有效期限長達15年,豐厚的股份獎勵頗具行業吸引力,將進一步吸引行業優秀人才加盟以及激勵、保留現有核心人才,構築企業長期核心競爭力,推動全國化進程及保障中長期穩健發展,為投資者創造長期價值。

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