研報掘金丨開源證券:招商蛇口銷售穩健投資維持一定強度,維持“買入”評級
開源證券研報指出,招商蛇口(001979.SZ)三季報歸母淨利潤同比增長,銷售穩健投資維持一定強度,重組資產完成過户,優質土地儲備增加。公司投資聚焦核心城市,可售貨源較充足,看好未來市佔率持續提升,維持盈利預測,維持“買入”評級。公司前三季度實現簽約銷售面積917.64萬平方米,同比增長21.86%;累計實現簽約銷售金額2263.09億元,同比增長12.25%,在克而瑞全口徑銷售金額榜單排名第五。截至2023年三季度末,公司總資產9635.2億元,較年初增長8.69%,仍處於規模擴張進程中。
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