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華西證券:房企銷售持續超預期,龍光集團(03380.HK)中期業績確定性強
格隆匯 07-08 17:45

國內著名券商華西證券近日發佈最新研報指出,根據克而瑞公佈的銷售數據顯示,百強房企6月銷售繼續改善,市場表現持續超預期。當前購房需求與推盤需求同步釋放,疊加寬裕的流動性環境,預計市場熱度將繼續升温,房地產銷售有望延續增長勢頭。房地產行業估值仍處於歷史低位,業績增長確定性強,有望迎來價值重估,重申行業“推薦”評級,再次推薦估值具有吸引力且中期業績確定性強的龍光集團(03380.HK)。

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