You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀:內房1月合約銷售進一步走疲
瑞銀發表報告指出,克而瑞披露1月份內地百強房企合約銷售按年下跌36%,按月跌40%;由於去年農曆新年較早,因此今年1月份比較基數較低、2月份的基數較高,1至2月份合計,估計百強房企合約銷售按年跌50%。 結合二手交投及價格走勢,該行認為市場持續消化二手庫存,二手交投搶佔一手市場份額。今年1月份內地13城市的二手交投按年增長62%,至於50城市二手交投在去年上升30%後,今年1月大致持平。展望未來,該行料一線城市二手房價需要先穩定,全國銷售才能穩定,並要關注抵押補充貸款(PSL)資金及城中村改造的進展。 在內房中,該行預期主要國企如保利發展(600048.SH)、萬科(02202.HK)、招商蛇口(001979.SZ)、華潤置地(01109.HK)及中國海外發展(00688.HK)的合約銷售按年跌幅介乎16%至31%,而違約內房的跌幅更大,平均按年跌超過40%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account