高盛:6月中國房地產銷售續復甦 首選中海外(0688.HK)等3股
高盛發表行業報告稱,國家統計局公佈6月份中國房地產市場數據,月內房地產銷售量及價格分別按年增長2%及9%,均價則按年增長7%。由於6月銷售持續復甦,且售價勝預期,因此上調今年樓價跌幅預測,並列中海外(0688.HK)、中海外宏洋(0081.HK)及雅居樂(3383.HK)為行業首選,均予其“買入”評級及列入確信買入名單。
高盛認為,6月房地產銷售降幅進一步收窄,主要受惠於內房為達到今年上半年銷售目標而加速推出新盤、疫情被壓抑的需求持續釋放、按揭貸款環境寬鬆及買家信心隨着經濟活動重啟而恢復。
該行維持今年內地整體房地產銷量按年下跌10%的預測,但將樓價由原先的預期跌5%,上修至跌2%。此外,雖然6月份總建築面積復甦有所減慢,但該行維持今年總建築面積按年增長10%的預測不變,並料餘下時間年度增幅至少達20%。
高盛又指,該行所覆蓋的內房企業上半年總銷售價值按年持平,相信其合同銷售表現繼續跑贏大市,在假設不增加新項目的情況下,預料今年銷售平均按年增長9%,而行業則料跌15%。
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