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《大行報告》星展:內房近期政策支持趨利好 首選潤地、中海外、越秀地產及龍湖
星展發表研究報告指,疫情影響及市場情緒低迷,中國11月份全國房地產銷售仍然持續疲軟,12月份雖迎來政策放寬,但同時阻礙銷售的新冠確診數字亦激增,該行預期今年房地產銷售將疲弱收場,行業銷售額亦下降25%至30%。 該行表示,憧憬市場情緒將在明年下半年穩定下來,預期當局的政策支持需要時間才能轉化為對實體市場的推動力,不過政策及消息層面在明年首季仍保持正面,相信行業將慢慢恢復,初步預計2023年樓市銷售建築面積將下降0%至10%,平均售價將下降0%至5%。 星展表示,將華潤置地(01109.HK)、中國海外發展(00688.HK)及越秀地產(00123.HK)列為內房股首選,亦看好龍湖集團(00960.HK),均給予「買入」評級,目標價分別為45.37元、29.45元、10.12元及30.05元。
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