旭輝(00884.HK)3月銷售260億同比增157%，市值創歷史新高
4月7日，旭輝控股集團(00884.HK)發佈未經審核的2021年3月銷售數據。3月單月，公司共實現合約銷售額人民幣260.0億元，同比增長157%，3月合約銷售面積約1,491,900平方米，合約銷售均價17,400元/平方米。
今年1-3月累計，旭輝共實現合約銷售額567.0億元，同比增長153%，合約銷售面積3,401,100平方米。受3月銷售及近期發佈的20年業績等利好消息提振，7日當日旭輝控股股價收漲3.6%，報7.77港元每股，並以639億的市值創下歷史新高。
去年，雖面對着疫情、政策等因素的影響，旭輝仍在清晰的戰略引領下保持着穩定的增長，其股價也在波動中一步步走高。公司近日發佈2020年業績報吿顯示，截至2020年底，旭輝共實現營業收入718億，同比增長27%；淨利潤首次突破百億，達119億，同比增長29%；公司核心ROE為24.2%，連續五年維持在20%以上的高水平。
另一方面，旭輝充裕且優質的土儲為增長奠定堅實基礎，2020全年新增土儲總建築面積1307萬平方米，其中90%的新增可售貨值位於上海、廣州、廈門、蘇州等一二線城市。位於廈門島內的鉑悦·五緣灣上項目，3月底首開勁銷逾30億。
另外，公司多元化拿地佔比亦從2018年的11%提升至2020年的51%，多元化拿地項目平均銷投比超3倍，為實現長期穩定盈利拓寬了空間。目前，旭輝總土儲貨值超過萬億，可滿足未來三年持續增長需求。
良好的業績為旭輝帶來了更高的發展預期，也使公司獲得了來自機構的認可。年報發佈後一週內，有近30家境內外知名投行、券商和機構發表研報，紛紛給予旭輝"增持、買入"以及"跑贏大市"評級，並上調目標價。有機構指出，旭輝的業績具備超強穩定性，而拉長看，精細化管理疊加多元化拿地能力保障毛利率在合理區間上沿，多元化業務的孵化提高天花板，公司經營展望拉長、估值向上可期。
對於新一年的發展，旭輝亦給出了積極的展望。業績會上，旭輝控股董事局主席林中宣佈，公司2021年合約銷售目標為2650億元，同比增長15%。同時，旭輝今年總可售貨值超過4000億，其中86%位於一二線及準二線城市。充沛的供貨和良好的貨值結構下，管理層表示有信心在今年繼續交出良好的銷售成績。
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