龙湖集团:高盛预期内房市场一季度表现 买入评级

和讯网
14 Jan

【1 月 14 日,高盛发布研究报告称】高盛预计,中国今年第一季 75 个城市的房屋销量及整体二手市场销量按年将有积极改善,二手楼市仍是亮点。但全国一手楼市场、土地销售、开工和竣工量的按年跌幅或会持续。3 月份将是发展商流动资金的重要时期,因其是今年债券还款的首个压力点。该行认为,若无额外政策支持,内房市场价格稳定的能见度较低,预计第一季估值回升的动力源于政策持续宽松及更多的楼价复苏迹象,并给予...

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