异动解读 | 绿城中国盘中大涨5.08%,行业前景向好和大宗交易引发关注

异动解读
17 Apr

绿城中国(03900.HK)今日盘中大涨5.08%,引发市场广泛关注。该股的强劲表现可能与房地产行业前景改善以及大宗交易活动有关。

据华泰证券最新研报显示,2025年房地产行业有望迎来积极变化。虽然主流房企的开发业务利润率可能仍处于底部区间,但行业集中度有望进一步提升。研报特别指出,具备"好信用、好城市、好产品"等元素的地产股值得关注。作为行业龙头之一,绿城中国有望从这一趋势中受益。

另一个值得注意的因素是,今日早盘绿城中国出现一笔大宗交易,成交量为267.25万股,涉资约2,701.36万港元。这笔大额交易可能反映出机构投资者对绿城中国的信心,进一步推动了股价上涨。随着行业复苏预期增强,以及公司在核心城市的布局优势,绿城中国的投资价值正受到市场重新评估。

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