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《大行報告》中金:內地居民按揭投放邊際收緊 樣本城市新房銷售增幅收窄
中金髮表報告表示,5月以來內地居民按揭投放邊際收緊,樣本城市新房銷售增幅收窄,同時部分城市土地市場熱度邊際有所降溫。

該行預期,即使第二次集中土地拍賣可能仍難看到拿地利潤率企穩回升,但政策端控房價的壓力已有所舒緩,考慮到板塊當時估值及倉位均處於歷史底部,建議低吸H股華潤置地(01109.HK)、旭輝(00884.HK)、龍湖(00960.HK)、中海(00688.HK)、融創(01918.HK)、寶龍(01238.HK)及越秀(00123.HK)。

至於物管方面,該行中長期看好碧桂園服務(06098.HK)、華潤萬象生活(01209.HK)及融創服務(01516.HK)、永升生活服務(01995.HK)、金科服務(09666.HK)、綠城服務(02869.HK)。

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