國泰君安國際:把握中報投資機會,推薦具長期配置價值的龍光集團(03380.HK)
著名券商國泰君安國際發表最新研究報告指出,百強房企6月銷售規模同比和環比均有顯著增長,預計全年銷售穩健增長,下半年政策預期維持中性。房企融資端逐步改善,預計行業未來將進入高質量的增長階段。目前,房地產行業12個月預計市盈率在歷史均值以下水平,估值偏低,寬鬆大環境下,行業基本面仍有支撐。建議關注三季度銷售情況,並把握中期業績期的投資機會,推薦具備長期配置價值的龍光集團(03380.HK)。
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