交銀國際:料10月內房合同銷售續加速 首選世茂(0813.HK)
交銀國際發表報告指,中國前十及三十大開發商,首9個月合同銷售增幅,按年擴大至5.3%及7.3%,首8個月表現為3%及5.8%。儘管去年同期基數較高,前五十及一百大開發商在9月份仍然按年增長21.1%及24.8%,高於該行預期,部分歸因於一些大型開發商折扣策略。展望10月,認為合同銷售增長將進一步加速。
報告又指,當中龍頭開發商由於銷售執行力更強、定價策略更靈活,9月前十大開發商銷售按年大增20.6%,優於前二十及三十大開發商。該行所追蹤的25個主要開發商,首9個月累計銷售目標完成率為46%至91%,平均70%,預期大多數開發商有望完成今年銷售目標。
交銀國際又指,看到開發商保守定價策略在短期內提高銷售和去化率,並預計合同銷售勢頭將延續到第4季,繼續偏好具有更多項目推售和分拆概念的開發商,首選世茂(0813.HK)。
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