野村:料內房首季銷售按年增長55%至60%
野村發表研究報吿指,2月中國房地產銷售強勁,對其今年第一季銷售更樂觀。根據CRIC數據,2月21日的銷售額按年增長105%,高於1月21日的增長54%,與2月19日相比,銷售額增長了61%。
野村預期,中國房地產第1季的銷售按年增長55%-60%(早前預測為按年35%)。該行認為,發展商將在3月快速開展新的項目,以準備充足的現金應對土地改革。
野村認為,中國房地產股價可能對消息產生積極反應。但是,股價能否在短期內維持,將取決於採用新的土地供應政策的22個城市的土地招標結果。如果發展商未能贏得更多土地競標(即更快的市場整合),其進一步重估的範圍就會受到限制。該行預期政策環境在未來數月將保持嚴格,但料隨後幾個月將有所改善。
報吿提到,2月21日的月度銷售表現跑贏者包括中國金茂(0817.HK)(按年升708%)、旭輝控股(0884.HK)(升484%),雅居樂(3383.HK)(升419%),龍光地產(3380.HK)(升356%)和中國奧園(3883.HK)(升304%)。
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