研報掘金|光大證券:維持越秀地產“買入”評級 中期核心業績平穩增長
光大證券發佈研究報吿稱,23年H1越秀地產實現營收321億元,其中地產開發業務穩健增長;核心淨利潤為21.5億元,同比增長0.8%;核心淨利率為6.7%,較2022年提升0.8pct,核心盈利能力有所反彈。維持越秀地產“買入”評級,考慮短期毛利率承壓及銷售增長較快,預測2023-25年歸母淨利潤為42.4億元(下調5.1%)、50.9億元(下調4.9%)、60.8億元(上調5.6%),仍看好公司發展潛力。越秀地產作為廣州老牌國有房企,深耕大灣區,積極加強核心城市佈局,銷售優異,財務穩健。
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