摩通发表报告指出，内地首八个月的内房行业数据显示销售、建筑活动及房屋价格继续疲弱。而在关键指标中，竣工量降幅明显加剧。该行进一步下调对今年的行业数据预测，将住宅销售价值由按年跌17%调整至跌20%，新开工量由跌18%调整至跌20%，竣工量由跌10%调整至跌15%。
该行认为，如缺乏进一步的政策支持下，内房下行风险依然存在。然而，正是由于市场恶化程度超出预期，中央有可能推出更强的支持政策(可能在9月底前)。在此之前，该行对内房业仍保持谨慎态度。
另外，该行料在产业疲弱下，没有内房能幸免，但建议投资者可趁低吸纳优质企业如华润置地(01109.HK) 、华润万象生活(01209.HK) 及保利物业(06049.HK) ，惟对万科(02202.HK) 仍审慎，目标价见另表。(jl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-13 16:25。)
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