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《大行報告》瑞信料內房首季銷售強勁 行業首選華潤置地(01109.HK)
阿思達克 01-19 14:30
瑞信發表研報指,去年12月全國房地產銷售按年增長18.9%,地產投資增長9.3%,增長勢頭勝預期,展望今年雖然抵押貸款配額限制對市場有一些不利影響,當中低線城市受負面影響更大,但部分被一、二線城市市況向好所抵消,預測2021年全國房地產銷量及銷售額將分別下降5.6%和3.2%。

報告指出,考慮到「345新規」下對房伍的融資限制,以及去年下半年建設庫存增加,預計今年新開工量將按年下降5.4%,房地產投資料跌3.6%,而土地收購量料跌約5%。

瑞信認為,市場情緒低迷加上預期較低,開發商在今年首季加強推售新項目將成為主要的催化劑,首選華潤置地(01109.HK),在南向資金大量流入的情況下,看好中國金茂(00817.HK)、合景泰富(01813.HK)及融創中國(01918.HK)。

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