港股異動丨紅星美凱龍(1528.HK)大漲11.75% 房地產行業半年銷量超市場預期
格隆匯7月2日丨紅星美凱龍大漲11.75%,報4.85港元,總市值175.44億港元。克而瑞研究中心表示,雖然疫情對上半年房企的銷售、交付、結算等各方面的經營節奏都造成了較大影響,但自3月份以來市場熱度回升,規模房企抓住市場窗口期,供貨節奏及營銷去化力度加碼。二季度,百強房企整體銷售恢復情況好於預期,TOP100房企二季度全口徑業績規模高於去年同期。紅星美凱龍則是中國經營面積最大、商場數目最多、地理覆蓋面積最廣的家居裝飾及傢俱商場運營商,主要銷售房屋裝修所用的傢俱和建材。作為房地產的下游行業,紅星美凱龍將顯著受益於房地產行業的強勢復甦。

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