大行評級丨建銀國際:重申對中海、龍湖及綠城中國的長期持有推薦
建銀國際發表報吿指,據國家統計局數據顯示,中國房地產市場在今年8月邊際改善,房地產開發投資的下降幅度從2024年前7月的10.1%縮小至前8個月的9.9%。庫存微降0.19%至737.8萬平方米。報吿表示,70個主要中國城市的房價在8月持續下滑,房價呈下行趨勢。其中,一線城市的二手房價格在環比及同比中均出現加速下滑趨勢,進一步對新房價格施加壓力。同時,“金九”前期銷售疲軟,在9月前12天,30個主要城市的銷售面積為295萬平方米,同比減18%。建銀國際表示,重申對中國海外發展(0688.HK)、龍湖集團(0960.HK)及綠城中國(3900.HK)的長期持有推薦,因為該行認為這些公司在市場長期復甦的情況下具有穩固的基本面和重新評級的潛力。
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.