華安證券:房地產行業“馬太效應”凸顯,龍光集團(3380.HK)城市更新優勢顯著
華安證券發佈研究報吿指出,房地產土地政策不僅考驗房企的“錢袋子”,也考驗着房企在全國謀篇佈局的戰略魄力。在這種背景下,“強者恆強”的馬太效應愈發凸顯,堅持城市深耕成為許多房企的選擇。
龍光集團(3380.HK)堅持聚焦深耕戰略,前瞻性佈局中國最具價值的核心都市圈,高能級和高增長潛力城市數量持續增多,戰略紅利加速釋放。公吿顯示,截至2021年6月30日,龍光集團上半年累計實現權益合約銷售額約為人民幣736.4億元,同比增長58.9%。
該機構此前還指出,城市更新將迎來政策春天。龍光集團在粵港澳大灣區深耕近20年,在各城市擁有城市更新專業團隊,對城市區位、地方政策、產業和城市發展規劃有着深刻理解,對佈局城市實現信息全面覆蓋,領先優勢顯著。
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