汇丰研究发表报告指，据报内地考虑取消地方政府收购存量商品房的价格限制，显示出更积极的政策态度。此前投资者对于库存清理的正面结果持保留态度，今次措施可能改变这一预期，并证明政府可能在今年加倍努力清理过剩库存，为全年全国销售预测带来上行空间。
汇丰研究预计，春季销售旺季将保持稳健的销售势头，受惠于开发商自去年下半年以来积极补充土地储备，带来更丰富的新项目推出。在该行覆盖的企业中，华润置地(01109.HK) 和越秀地产(00123.HK) 在去年下半年的土地市场较为活跃。因此，这两家公司在春季旺季的销售势头可能因新可售资源丰富而获得支持。
该行重申，偏好润地、龙湖(00960.HK) 、华润万象生活(01209.HK) 、贝壳(BEKE.US) ，均为“买入”评级。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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