研報掘金丨平安證券:維持保利發展“推薦”評級,估值提升計劃增強信心
平安證券研報指出,保利發展(600048.SH)計劃多手段提升估值,中期分紅、股份回購等增強信心。2024年公司實現商品房銷售金額3230億元,銷售規模穩居行業第一。同時,公司進一步聚焦核心城市,2024年新拓展項目37個,總地價683億元,佔總地價74%、20%的項目分佈在一、二線城市,市場確定性強、銷售兌現度高。公司融資優勢明顯,銷售規模領先,堅定去庫存調結構,業績壓力逐步釋放,估值提升計劃增強信心,有望平穩穿越週期並持續向好發展,維持“推薦”評級。
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