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《內地樓市》貝殼-W(02423.HK)料今年全年內地新房成交額按年跌20%至30%
阿思達克 09-05 17:05
貝殼-W(02423.HK)高級副總裁、公關與戰略發展線負責人兼貝殼研究院院長李文杰表示,內地各地疫情持續反覆,但疫情主要是令市場需求延後,購買力未有消失,因此預期下半年影響會較少,又指現時居民儲蓄水平提升,預期未來剛需、改善及投資需求仍然存在。 他指出,房地產市場已從過去的「高增長、高槓桿、高負債」轉為中速發展周期,預期第三季末至第四季樓市有較大機率會觸底反彈,但當中新房市場持續低迷,預期全年成交額將按年跌20%至30%。 他續指,二手市場自去年見底,但目前未見明顯反彈,預測全年成交額將按年跌15%至25%,至明年首季率先回暖。 貝殼於去年宣布收購聖都家裝全部股權,並成立整裝大家居事業群,相關業務已於今年4月完成併表。他透露,未來會根據公司現金流、業務發展及市場變化審視是否再進行收購,但現時暫時未有計劃。
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