绿城中国(03900)今日盘中大涨5.1%,引发市场关注。据悉,开源证券发布研报看好该公司盈利修复前景,推动了股价上涨。
开源证券表示,在房地产市场下行背景下,绿城中国主动加大老库存去化力度、调整库存结构,导致2024年计提的资产减值损失增加。但剔除减值因素后,公司归母净利润预计仍有增长。机构预计,2024-2026年绿城中国归母净利润分别为24.72亿元、33.25亿元及45.41亿元。
开源证券认为,在绿城中国低毛利项目结转完成后,该公司盈利将得到修复。由于公司拿地强度维持高位、土储充裕且质量优良,销售情况保持稳健,因此看好绿城中国前景,由此推动了今日该股上涨。
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