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克而瑞證券及安信國際齊看好弘陽地產(01996.HK)雙輪驅動模式:“住宅+商業”規模增長效應初顯 目標價分別為3.25及3.60港元
格隆匯 09-02 12:18

中國領先的綜合性房地產開發商弘陽地產(01996.HK)繼早前獲里昂證券、招銀國際、尚乘國際上調目標價後,克而瑞證券及安信國際齊看好弘陽地產雙輪驅動模式,目標價分別為3.25港元及3.60港元。

克而瑞證券看好集團未來銷售持續增長的潛力,認為集團多年來深耕長三角都市圈,從“小而美”的區域型房企逐漸蜕變為“住宅+商業”雙輪驅動的全國性開發商。近年集團銷售高速增長,土地儲備優良,同時商業運營已積累出行業領先的規模和品牌效應,因此上調目標價至3.25港元,維持“強烈推薦”評級。

安信國際認為弘陽地產雙輪驅動拿地多元化,維持高質增長。集團1-7月總銷售額約人民幣408億元,同比上升19.1%,表現優於同業。截至2020年6月,集團土地儲備總建面約1,837萬平米,73%位處於長三角,其中55%位置於江蘇,貫徹公司深耕長三角、做透大江蘇的發展策略。弘陽地產上半年總購入307萬平米之土儲,在新取得的土儲中,併購、商住聯動與底價拿地佔總面積的45%,令成本相對較輕,土地樓面均價約每平米人民幣6,408元,進一步看出集團深耕長三角所帶來的比較優勢,因此維持“買入”評級,目標價每股3.6港元。

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