中银国际发表研报指，去年中国楼价调整幅度较预期大，因此将龙湖集团(00960.HK) 2024年物业开发业务利润率预测由8%下调至约5%，估计去年物业开发业务将录得轻微亏损，而非开发业务经常性收入则预期会实现双位数增幅，由2023年的约70亿元人民币增长至2024年约80亿元人民币。
相应地中银国际将龙湖去年全年核心每股盈利预测下调20.2%，考虑到近期内地房地产市场表现较正面，该行目前仍认为龙湖是一众民营房企中基本面最好，非开发业务所带来的经常性利润对集团整体盈利贡献较大，而且集团能够发放经营性房地产贷款，财务风险大大降低，因此维持“买入”评级，目标价则降至10.91元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-21 12:25。)
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