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平安證券:深圳改革試點方案助力城市發展 重點推薦資源充裕的龍光集團
格隆匯 10-12 11:42

10月12日,平安證券發佈研究報告指出,中共中央辦公廳、國務院辦公廳印發《深圳建設中國特色社會主義先行示範區綜合改革試點實施方案(2020-2025年)》,明確支持深圳在土地管理制度上深化探索,簡化完善土地流轉流程,有利於緩解土地供需矛盾,助力城市綜合實力提升,建議重點關注龍光集團(03380.HK)。

平安證券認為,試點實施方案支持深圳在更高起點、更高層次、更高目標上推進改革開放,增強在大灣區建設中的核心引擎功能。從房地產角度而言,支持在土地管理制度上深化探索,利於土地供需矛盾緩解,存量用地更新、土地轉性等加速,同時系列措施有望推動深圳綜合實力進一步提升,保障房地產市場平穩健康發展。

平安證券指出,龍光集團在深圳及粵港澳大灣區土儲、城市更新資源充足,銷售業績增長強勁,給予“強烈推薦”評級。龍光堅持區域深耕戰略,截至2020年6月30日,龍光在深圳及臨深區域土儲總面積超1890萬平方米,土儲貨值佔總貨值比重達42%,在深圳擁有18個地鐵上蓋項目,將持續保持市場領先優勢。

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