瑞銀：預期今年內房去庫存趨勢持續偏好貝殼及華潤置地

市場資訊

01-06

格隆匯1月6日｜瑞銀發表內房股報告，預期多項去年趨勢於今年持續，包括二手房銷售佔比增加，租務市場重要性上升，高端商場持續面對挑戰，中國房託在低息下崛起，以及政策對內地房市與內房股的影響力下降。該行預計，內房今年去庫存趨勢持續，新落成住宅銷售面積及新動工分別按年跌10%及15%，一線城市房價按年跌10%。該行最新的庫存模型顯示去庫存或於明年中完成，早於原來預期的明年第三季，受惠於近期政策刺激。該行偏好貝殼，基於二手房交易市佔增長及租務市場增加的結構成趨勢。該行亦偏好華潤置地，基於資本利率擠壓及資產出售釋放投資物業組合價值。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：郭明煜

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2501565400"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2501565400\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2501565400?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-01-06 15:43","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2501565400","market":"hk","top_or_hot":-1,"title":"瑞銀：預期今年內房去庫存趨勢持續 偏好貝殼及華潤置地","media":"市場資訊","content":"<html><body><div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font> 格隆匯1月6日｜<span>瑞銀</span><span></span>發表內房股報告，預期多項去年趨勢於今年持續，包括二手房銷售佔比增加，租務市場重要性上升，高端商場持續面對挑戰，中國房託在低息下崛起，以及政策對內地房市與內房股的影響力下降。該行預計，內房今年去庫存趨勢持續，新落成住宅銷售面積及新動工分別按年跌10%及15%，一線城市房價按年跌10%。該行最新的庫存模型顯示去庫存或於明年中完成，早於原來預期的明年第三季，受惠於近期政策刺激。該行偏好<span><a href=\"https://laohu8.com/S/BEKE\">貝殼</a></span><span></span>，基於二手房交易市佔增長及租務市場增加的結構成趨勢。該行亦偏好<span><a href=\"https://laohu8.com/S/01109\">華潤置地</a></span><span></span>，基於資本利率擠壓及資產出售釋放投資物業組合價值。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：郭明煜 </p>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>瑞銀：預期今年內房去庫存趨勢持續 偏好貝殼及華潤置地</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞銀：預期今年內房去庫存趨勢持續 偏好貝殼及華潤置地\n</h2>\n<h4 class=\"meta\">\n</h4><p class=\"head\">\n<strong class=\"h-name small\">市場資訊</strong><span class=\"h-time small\">2025-01-06 15:43</span>\n</p>\n</header>\n<article>\n<div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font> 格隆匯1月6日｜<span>瑞銀</span><span></span>發表內房股報告，預期多項去年趨勢於今年持續，包括二手房銷售佔比增加，租務市場重要性上升，高端商場持續面對挑戰，中國房託在低息下崛起，以及政策對內地房市與內房股的影響力下降。該行預計，內房今年去庫存趨勢持續，新落成住宅銷售面積及新動工分別按年跌10%及15%，一線城市房價按年跌10%。該行最新的庫存模型顯示去庫存或於明年中完成，早於原來預期的明年第三季，受惠於近期政策刺激。該行偏好<span><a href=\"https://laohu8.com/S/BEKE\">貝殼</a></span><span></span>，基於二手房交易市佔增長及租務市場增加的結構成趨勢。該行亦偏好<span><a href=\"https://laohu8.com/S/01109\">華潤置地</a></span><span></span>，基於資本利率擠壓及資產出售釋放投資物業組合價值。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：郭明煜 </p>\n</div>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-01-06/doc-inecznxx2472686.shtml\">市場資訊</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0791590937.USD","symbol_name":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","start_time":0,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-01-06/doc-inecznxx2472686.shtml","article_id":"2501565400","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501565400","pubTimestamp":1736149380,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"格隆匯1月6日｜瑞銀髮表內房股報告，預期多項去年趨勢於今年持續，包括二手房銷售佔比增加，租務市場重要性上升，高端商場持續面對挑戰，中國房託在低息下崛起，以及政策對內地房市與內房股的影響力下降。該行預計，內房今年去庫存趨勢持續，新落成住宅銷售面積及新動工分別按年跌10%及15%，一線城市房價按年跌10%。該行最新的庫存模型顯示去庫存或於明年中完成，早於原來預期的明年第三季，受惠於近期政策刺激。該行偏好貝殼，基於二手房交易市佔增長及租務市場增加的結構成趨勢。該行亦偏好華潤置地，基於資本利率擠壓及資產出售釋放投資物業組合價值。\n\n\n\n海量資訊、精準解讀，盡在新浪財經APP\n\n責任編輯：郭明煜","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","BEKE":"贝壳","LU2088748293.HKD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"AHD\" (HKD) INC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","BK4526":"热门中概股","SG9999010052.SGD":"United Asia Pacific Real Estate Income Dis SGD","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","BK1240":"房地产开发","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","01109":"华润置地","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK1521":"挪威政府全球养老基金持仓","BK1555":"内房股","BK4505":"高瓴资本持仓","BK4079":"房地产服务","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4504":"桥水持仓","LU2088748376.SGD":"Eastspring Investments - Asia Real Estate Multi Asset Income Cl ASDM SGD-H","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0048580855.USD":"富达大中华区A","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0173614495.USD":"富达中国焦点A","LU2088747998.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0359201612.USD":"贝莱德中国基金A2","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK1589":"北水核心资产","BK4585":"ETF&股票定投概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC"},"translate_title":"UBS: It is expected that the destocking trend of mainland real estate will continue this year, preferring Keike and China Resources Land","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BEKE":1,"01109":1},"content_text":"格隆匯1月6日｜瑞銀髮表內房股報告，預期多項去年趨勢於今年持續，包括二手房銷售佔比增加，租務市場重要性上升，高端商場持續面對挑戰，中國房託在低息下崛起，以及政策對內地房市與內房股的影響力下降。該行預計，內房今年去庫存趨勢持續，新落成住宅銷售面積及新動工分別按年跌10%及15%，一線城市房價按年跌10%。該行最新的庫存模型顯示去庫存或於明年中完成，早於原來預期的明年第三季，受惠於近期政策刺激。該行偏好貝殼，基於二手房交易市佔增長及租務市場增加的結構成趨勢。該行亦偏好華潤置地，基於資本利率擠壓及資產出售釋放投資物業組合價值。\n\n\n\n海量資訊、精準解讀，盡在新浪財經APP\n\n責任編輯：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}