研報掘金丨開源證券:維持招商蛇口“買入”評級,看好未來市佔率持續提升
開源證券研報指出,招商蛇口(001979.SZ)銷售表現維持穩定,計提減值拖累業績,維持“買入”評級。公司發佈2024年業績快報及2024年度計提資產減值準備公告,公司銷售營業收入同比增長,歸母淨利潤同比下降。受房地產市場整體震盪影響,公司銷售情況及存貨銷售減值不確定性增加,下調盈利預測。另外,公司行業排名保持領先,拿地持續聚焦核心城市,優質土地儲備充足。公司積極獲取土地,拿地聚焦核心城市,可售貨源較充足,融資渠道暢通,看好未來市佔率持續提升。
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