《大行報告》中金:內房近周新屋銷售環比改善 料春節前後銷售波動較大
中金發表研究報告指,上周內地新房銷售面積環比錄得明顯回升,按年收窄至一成,重點城市推盤量仍然處於低位。該行相信,假期前後新屋銷售數據有較大波動,惟預計隨著針對行業需求的政策進一步發力,銷售有望在疫情從高峰回落及推盤量增加後逐步復甦。
中長線來說,該行看好財務穩健、擁有優質土儲、積極拿地的房企。H股方面,該行看好華潤置地(01109.HK)、中國海外(00688.HK)、綠城中國(03900.HK)、越秀地產(00123.HK)、建發國際(01908.HK)及旭輝(00884.HK)。物管板塊長期推薦中海物業(02669.HK)、保利物業(06049.HK)、華潤萬象生活(01209.HK)。
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