金吾财讯｜大华继显发研报指，中国政治局会议在9日明确表示将在2025年实施适度宽松的货币政策，这是自2012年以来的首次放宽政策立场。该行表示，这种立场可能预示着未来将推出更多支持性政策，这对于房地产市场将产生积极影响。该行续指，虽然买家信心恢复需时，但估计预期较低的LPR、为地方政府设立绩效指标，以及中央政府以债券支持去库存工作等，都对稳定市况至关重要，而11月土地市场气氛已有改善，不少民营开发商重新参与投地，反映投资气氛有所改善。该行对内房市场维持“增持”评级，并预计会有更多政策支持出台。对华润置地(01109)、中国海外发展(00688)及龙湖集团(00960)维持“买入”评级，目标价分别为32.4港元、18.6港元及17.2港元，当中龙湖及中国海外分别为民营及国企背景开发商的首选股。
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