野村:對內房上半年銷售感樂觀 維持行業中性評級
野村發表行業報吿指,該行所覆蓋的17家內房企業5月份銷售按年升16%,增速符合該行預期,惟較4月份的24%有所放緩,而與2019年同期相比,則升25%。該行指,除非見到土地市場熱度降温、房策有放鬆跡象及市場整合者在6至7月的土地集中供應中取得更好結果,否則對行業中性評級不變。
野村表示,今年首5個月銷售按年升36%,內房平均已達其銷售目標的38%,當中金茂(0817.HK)、龍光集團(3380.HK)、旭輝(0884.HK)、雅居樂(3383.HK)達標率逾40%,故對其覆蓋的內房上半年銷售達標感樂觀,並估計內房於上半年平均可完全銷售目標的逾45%。
該行又指,暫未見到土地市場有降温跡象,5月一線及二線城市地價分別按年升53%及36%,並估計房策會持續偏緊,原因是土地市場仍熾熱、需要刺激市場需求及新盤售價持續上升。
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