《大行》汇丰研究:年初中国房地产市场迎来意外乐观情绪 偏好润地(01109.HK)华润万象生活(01209.HK)贝壳(02423.HK)

阿斯达克财经
Feb 04, 2025

汇丰发表研究报告指,今年初中国房地产市场迎来意外乐观情绪,今年1月中国内地新屋销量超出预期,考虑到今年农历新年较以往来得更早,这是一个了不起的成绩。该行认为,上述表现反映了中国房市的韧性,增强人们对潜在转折点的信心。其中一个值得注意的趋势是,中央及地方国营企业的销售业绩稳健,远超过民营企业。汇丰认为,即将推出的新楼盘将获得更高去化率,以满足强劲的升级需求。同时,在楼价走弱的背景下,专案经济效益将...

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