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研報掘金丨海通證券:招商蛇口上半年銷售業績高增,維持“優於大市”評級
海通證券研報指出,招商蛇口(001979.SZ)上半年銷售業績同比高增,資源聚焦核心城市。上半年公司累計實現銷售面積683.96萬平,同比增加40.30%,累計實現銷售金額1664.36億元,同比增加40.07%。上半年公司全口徑簽約金額排名行業第五,較2022年同期提升一位。考慮公司銷售保持競爭優勢,融資背景強,在當前市場供給側改革背景下,該行給予公司估值適度溢價,即2023年17-19XPE,合理價值區間為16.15~18.05元,維持“優於大市”評級。
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