中國銀河(06881.HK):內房穩增長政策力度和空間值得期待
中國銀河(06881.HK)表示,房地產行業作為「穩增長」重要一環,後續政策支持力度大概率只增不減,目前無論從中央還是地方層面的表態都較前期更加積極,公司認為5、6、7月進入地方政策密集調整期,「穩增長」的政策力度和空間值得期待。
公司表示,在「穩增長」主線下,行情演繹路徑逐漸清晰,央國企仍有上行空間,在銷售企穩和收併購規模加大的預期之下,優質民企住宅和物管公司均有機會。(ca/u)
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