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瑞信:龍頭內房9月合約銷售放緩稍令人失望 料末季續促銷
格隆匯 10-05 12:34

瑞信發表研究報告,稱根據克而瑞初步數據,該行有覆蓋的中國龍頭髮展商9月合約銷售按年增13%,較8月增幅28%有所放緩,表現稍為令人失望,而小型發展商的表現跑贏大市,主要由保利置業及越秀地產帶動。

由城市表現看,主要城市的銷量增長放緩,9月首4周放緩至3.8%,8月則為12.4%。在土地市場,9月300城的土地銷售增長20%,8月則增長30%;一線城市的銷售價值跌22%,但二、三線城市的銷售價值增長了23%及35%。

該行指,雖然大多數發展商都在有望達到今年全年銷售目標,但低雙位數字的增長遜市場的高預期。展望今年第四季,預計發展商將進一步促銷,政策環境可能會出現穩定的跡象。該行首選為華潤置地(1109.HK)、龍湖集團(0960.HK)、世茂集團(0813.HK)及旭輝控股(0884.HK)。

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