研報掘金丨開源證券:萬科A融資端獲支持力度充分,維持“增持”評級
開源證券研報指出,萬科A(000002.SZ)2024年1-9月全口徑銷售金額排名行業第三,銷售規模明顯領先於同行業平均水平,行業排名持續保持領先地位。2024年8月,公司無新增開發、物流地產項目。銷售規模同比收縮,銷售單價有所下滑,銷售規模穩居行業第三位;拿地強度有所收縮,土儲相對充足,貸款擔保動作頻繁,融資端獲支持力度充分,負債結構不斷優化。當前股價對應PE估值分別為-17.9、1439.3、39.4倍,維持“增持”評級。
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