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研報掘金丨國泰君安:萬科A未來長期發展有望獲深國資強有力的支持,維持“增持”評級
國泰君安研報指出,1月,整體房地產市場持續承壓,萬科A(000002.SZ)銷售整體保持低位運行狀態;1月通常為公司拿地低谷,土地投資強度僅為9%。鑑於公司拿地更加聚焦高能級核心城市,同時深鐵董事長擔任公司董事會副主席,公司未來長期發展有望獲深國資強有力的支持,因此維持增持評級,維持2023/2024/2025年EPS分別為1.72/1.70/1.76元,維持目標價25.4元,對應2023 年14.8 XPE。
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