研報掘金丨東興證券:首予保利發展“推薦”評級 行業龍頭地位穩固
東興證券研報指出,保利發展(600048.SH)堅持“中心城市+城市羣”深耕戰略,銷售排名穩居行業第一。2024H1簽約銷售金額1733.36億元,同比增速為-26.8%;銷售金額市佔率從2021年的2.94%提升至2024H1的3.68%,銷售排名躍居行業第一。公司2024H1在核心38城中,32個市佔率排名前五,11個排名第一,城市深耕戰略效果顯著。公司持續壓降土儲規模,積極開發優質土儲,在建項目中高能級城市佔比持續提升。積極提升優質新貨佔比,已售待結轉項目中高能級城市佔比持續提升。首次覆蓋給予“推薦”評級。
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