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方正證券:地產板塊持續反彈具備基礎與邏輯

方正證券研報指出,2024年三季度地產基金持倉顯著改善,但仍處於低配狀態,當下板塊仍處於低估值、低持倉的核心事實沒有改變,且近期基本面迎來顯著改善,板塊持續反彈具備基礎與邏輯。標的方面重點關注:我愛我家、新城控股、金地集團、龍湖集團。此外,建議關注:1)二手房:我愛我家、貝殼-W;2)商業運營和地產開發雙輪驅動:新城控股、龍湖集團、華潤置地;3)高股息及現金流健康的物管公司:綠城服務、華潤萬象生活;4)一二線城市的純開發企業:招商蛇口、中國海外發展、建發國際集團、保利發展。

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