建发国际集团:结转毛利率逆势提升 新货土储占比近八成

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30 Mar

结转毛利率逆势提升,新货土储占比近八成,维持“买入”评级建发国际集团发布2024 年全年业绩。公司结转业绩稳健,毛利率逆势提升,利润微降主要受存回计提减值影响。受行业销售下行影响,我们下调2025-2026 年并新增2027 年盈利预测,预计公司2025-2027 年归母净利润为53.0、57.3、58.6亿元(2025-2026 年原值为64.5 和78.3 亿元),对应EPS 为2.85、...

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