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安信證券:龍光集團(3380.HK)聚焦深耕優勢顯著,盈利能力持續領先
格隆匯 06-16 19:33

安信證券發佈研究報吿指出,“房住不炒”仍是房地產調控政策的主基調。在此背景下,房地產行業進入“管理紅利”時代,持續看好融資、拿地、城市更新具有優勢的頭部房企,推薦龍光集團(3380.HK)。

2020年,龍光集團在實現營收和利潤同步高增長的同時,財務表現不斷優化,“三道紅線”全面達標,信用評級進一步提升,融資優勢日益顯著,新增借貸平均成本5.45%,加權平均借貸利率5.6%,融資成本持續下降。

安信證券認為,龍光集團堅持前瞻性投資策略,全國化佈局粵港澳大灣區、長三角核心都市圈和西南、中部城市羣等中國最具價值的核心區域,善於多渠道逆週期精準拿地,土地資源優質充裕,尤其是城市更新具有差異化競爭優勢,可確保公司盈利能力持續領先行業。

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