华润置地:长风万里稳行舟 多元驱动占鳌头

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04 Mar

央企龙头销售拿地稳健,多元驱动领航未来,给予“买入”评级华润置地作为央企背景的城市建设开发运营商,销售拿地稳健,市占率持续提升,充裕土储保障未来结转业绩;不动产业务资产优质,盈利水平保持高位;生态圈要素业务规模扩张,利润修复增厚业绩。我们预计2024-2026 年归母净利润分别为277.4、304.7、338.8 亿元,EPS 分别为3.89、4.27、4.75 元,当前股价对应PE 为6.2、...

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