本周三(2月26日)港股内房股涨势不止,世茂集团暴涨超30%, 雅居乐集团 、 绿景中国地产 涨超10%:
消息面上,深化连盛投资有限公司1月10日向香港高等法院提出对世茂集团的清盘呈请,世茂集团现公布,经双方同意,高等法院已颁令撤回针对公司的呈请。
中金发布研报称,内地房地产板块初现修复迹象,认为年内后续仍具备向上空间,建议适当做提前布局。
房地产目前市场对小阳春,包括2025全年市场的看法有一定分化,该行认为产业逐步走向产能修复的路径或许已经打开,原则上可以对地产股做一些前置性布局,维持覆盖标的获利预测和目标价不变。
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