《大行》中银国际维持内房行业“中立”评级 在持续去库存中逐渐接近可持续规模

阿斯达克财经
Dec 09, 2024

中银国际发表研报指,参考成熟经济体,估算中国每年新屋开发的可持续规模为约5亿平方米。该行认为,在过去三年多的楼市快速下跌,行业经历短期痛苦之后,中国新屋开工量正接近可持续发展的水平,目前预测2024年住宅建筑面积新开工量将达到5.36亿平方米,同时预计至2028年住宅销售面积将维持在7.8亿至8.1亿平方米,反映市场去库存仍在进行当中。该行认为,在短期内中央出台强而有力的支持政策,显著提振市场气氛...

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