瑞银发表研究报告指，越秀地产(00123.HK) 的土地储备较优质(较新)，加上积极购地，且活跃于核心城市，将集团评级由“中性”上调至“买入”，目标价由5元调升至6.5元。该行又将集团今明两年的毛利率预测增加各0.3个百分点，并上调期内盈测介乎5%至20%。
瑞银表示，内房行业经过四年的低迷时期，一线及核心二线城市的市场渐见稳定迹象。去年年中中国放宽价格上限措施后，发展商更有动力提升楼盘品质，增加与邻近二手房的差异化。该行上调内地今明两年的新屋销售量预测7%至16%，上调现存房屋销售预测介乎7%至10%，预期全国楼价将提早于2026年初稳定下来，原先料2026年中。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-11 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.