大华继显:地产首选华润置地(01109)及新鸿基地产(00016)

智通财经
19 Feb

智通财经APP获悉,大华继显发布研报称,预计内地及香港的物业销售在本月第三周按周复苏,香港中原城市领先指数CCL维持稳定,但预计高库存水平将继续对楼市价格形成压力,并列华润置地(01109)及新鸿基地产(00016)为首选。

该行指,香港楼价在减息周期的初期持平,CCL指数截至上周五(14日)录得138.47点,按周升0.1%。该行同样预计发展商在新盘定价方面会保持审慎,主要是因为香港楼市库存水平。据房屋局数据,截至2024年底,私人住宅单位的潜在供应量维持在9.5万个的高位,高于10年平均的74,450个。

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