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港股
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本页面由Tiger Trade Technology Pte. Ltd.提供服务
太古地产
25.260
-0.140
-0.55%
手动刷新
成交量:
214.57万
成交额:
5,431.52万
市值:
1,454.22亿
市盈率:
-95.05
高:
25.580
开:
25.400
低:
25.200
收:
25.400
52周最高:
26.259
52周最低:
19.516
股本:
57.57亿
香港流通股本:
57.57亿
量比:
0.74
换手率:
0.04%
股息:
1.15
股息率:
4.56%
每股收益(LYR):
-0.266
净资产收益率:
1.21%
总资产收益率:
1.61%
市净率:
0.54
市盈率(LYR):
-95.05
市销率:
8.23
数据加载中...
总览
公司
新闻资讯
公告
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10:21","pubTimestamp":1787538060,"startTime":"0","endTime":"0","summary":"过去周末西南九龙叡璟I展开首轮销售,180伙价单单位全数售罄,并招标售出17伙。发展商随即加推133伙,涵盖一户至三房一套户型,折实售价539.5万起,折实呎价17,236元起。至于二手楼市场,十大屋苑成交按周回升,四大代理行交投介乎4至17宗,最高按周急升112.5%。由华润置地发展的西南九龙叡璟I,上周六首轮180个价单单位即日沽清,套现近16亿元。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260812090730399_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260812090730399_s.jpeg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540193/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540193/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01113","00823","IE00BVYPNQ40.USD","LU0370786039.SGD","00817","SG9999010078.USD","LU1282649810.SGD","LU0072913022.USD","LU1560770973.SGD","00683","LU0607220059.USD","LU2088747998.USD","LU1539696804.USD","BK1229","LU2088748020.USD","SG9999010052.SGD","IE00BVYPNP33.GBP","00173","LU0229494975.USD","LU0348827113.USD","00978","00066","00083","00688","LU2088747725.USD","80016","LU0648948544.HKD","LU0561508036.HKD","HK0000306701.USD","LU3063872942.SGD","IE00BGHQDM52.EUR","LU0048580855.USD","BK1570","LU0516422366.SGD","LU0594300179.USD","LU0823437842.USD","SUHJY","LU0287142896.SGD","03121","01109","IE00BZ08YT58.USD","LU0572939691.SGD","IE0008368742.USD","LU1993786604.SGD","LU0188438112.USD","SG9999001846.SGD","01972","00016","03145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661243809","title":"“海德园”本周末累售6伙 总销售额近6000万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661243809","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661243809?lang=zh_cn&edition=fundamental","pubTime":"2026-08-23 21:08","pubTimestamp":1787490480,"startTime":"0","endTime":"0","summary":"<汇港通讯> 太古地产(01972.HK) 旗下“海德园”今日速录4宗两房成交,实用面积介乎512-538呎,成交价介乎884-1002万港元,折合实用面积呎价约1.6953-1.8615万港元。当中,所有向东南标准两房开放式厨房户型已经全部售出,反映项目凭借港岛东临海地段、现楼质素及完善配套,持续吸引用家入市。“海德园”本周末累售6伙,总销售额近6000万港元。 (BC)#太古地产 #海德园(港股报价延迟最少十五分钟。沽空资料截至 2026-08-21 16:25。)新闻来源 (不包括新闻图片): 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目标价降至28港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661171202","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661171202?lang=zh_cn&edition=fundamental","pubTime":"2026-08-23 12:50","pubTimestamp":1787460600,"startTime":"0","endTime":"0","summary":"模拟交易客户端摩根士丹利发布研报称,维持太古地产“增持”评级,看好香港写字楼基本面改善,供应高峰料在2026年出现;中国商场零售销售具韧性,并受惠于免税购物及入境旅游趋势;来自中国新投资物业的经常性收入增长、资本循环计划及强劲的资产负债表,均有望抵销下行风险。下调目标价3%,由29港元降至28港元,基于修订后资产净值预测维持30%折让率,较2011年以来的历史平均水平高一个标准差。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-08-23/doc-iniphnkw2619975.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01972","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661263304","title":"大摩:维持太古地产(01972.HK)“增持”评级 目标价降至28港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661263304","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661263304?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 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评级“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2661268334","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661268334?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 15:21","pubTimestamp":1787296860,"startTime":"0","endTime":"0","summary":"摩根士丹利发表研究报告,更新太古地产的风险回报评估。该行在纳入2026年上半年业绩后,上调2026、2027及2028财年基本每股盈利预测,分别上调2.3%、1.8%及1.5%。该行2026至2028财年每股股息预测维持不变,分别为1.21、1.27及1.33元,相当于2026至2028财年按年增长5%,受惠于其持续增长的中国零售组合及积极的资本循环。摩根士丹利下调太古地产目标价3%,由29元降至28元,基于修订后资产净值预测维持30%折让率,较2011年以来的历史平均水平高一个标准差。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190329144115744_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190329144115744_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539899/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539899/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01972"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660282826","title":"对话太古地产住宅业务董事杜伟业:长期看好香港楼市 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20:33","pubTimestamp":1787229205,"startTime":"0","endTime":"0","summary":"近期,量价齐升的香港楼市引起关注。下半年,这一势头能否持续?太古地产住宅业务董事杜伟业在接受广州日报全媒体记者采访时,对这一问题进行了详细解读,并分享了对于内地楼市的看法以及未来的相关投资计划。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608203848032827.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608203848032827.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1601","BK1258","LU0149534421.HKD","LU0264606111.USD","BK1534","LU1282649810.SGD","LU1316543674.SGD","LU2153591404.USD","LU1211504680.USD","LU0384037296.USD","LU1282649067.USD","LU0229494975.USD","01972","LU0607220059.USD","LU0572940350.SGD","LU2226123490.SGD","REET","LU2348773727.SGD","IE00B1G9TP53.USD","LU0648948544.HKD","LU2226123227.USD","LU0488056044.USD","LU1282649141.HKD","LU0572939691.SGD","BK1229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660411520","title":"香港太古地产称与保诚签署租赁协议,扩充太古坊总部办公空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2660411520","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660411520?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 11:52","pubTimestamp":1787111568,"startTime":"0","endTime":"0","summary":"BRIEF-香港太古地产称与保诚签署租赁协议,扩充太古坊总部办公空间太古地产1972.HK:* 保诚保险有限公司(保诚)与太古地产今日签署租赁协议,扩充及提升其于太古坊的优质办公空间* 根据协议,保诚于太古坊的总办公楼面面积将增至约83,000平方呎* 保诚自2011年进驻太古坊以来,一直是太古坊办公社群的主要伙伴;作为其香港业务扩展计划的一部分,保诚将扩充并整合公司营运至太古坊一座及港岛东中心","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260819:nL4T44G0BO:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1989771016.USD","LU2226123227.USD","LU1316543674.SGD","LU0960981461.USD","LU2153591404.USD","LU1863844749.USD","LU0572940350.SGD","LU1015430645.USD","LU2491050154.USD","LU1201861165.SGD","LU0887340254.USD","LU0949170772.SGD","LU0488056044.USD","LU0251144936.SGD","LU1880383366.USD","LU0997586515.USD","LU0130103400.USD","LU0738911758.USD","LU0048597586.USD","02378","LU1196032939.SGD","01972","LU0661504455.SGD","LU1211504680.USD","LU1309081286.SGD","LU1282649141.HKD","BK1229","LU0477156797.USD","LU0575583348.USD","BK1601","LU1104425308.USD","LU0211331839.USD","LU0130518102.USD","LU1282649810.SGD","LU0047473722.EUR","IE00B1G9TP53.USD","LU0264606111.USD","LU2348773727.SGD","LU0648000940.SGD","BK1534","LU1880407132.USD","BK1258","PRU.UK","LU0648948544.HKD","LU1282649067.USD","LU0161305163.EUR","LU1814569148.SGD","LU0572939691.SGD","LU3187612489.SGD","LU0149534421.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660416921","title":"《新盘》柴湾海德园单日录4宗成交 套现逾4,280万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660416921","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660416921?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 09:58","pubTimestamp":1787104680,"startTime":"0","endTime":"0","summary":"太古地产(01972.HK) 旗下柴湾海德园,昨日(18日)再录得4宗成交,成交单位实用面积由538至573平方呎,成交价介乎983万元至1,187万元,折合实用面积呎价约18,284至20,717元,单日套现逾4,280万元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-18 16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260702100011182_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260702100011182_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539164/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539164/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1282649810.SGD","LU0572940350.SGD","LU2226123227.USD","LU2153591404.USD","LU0149534421.HKD","LU1211504680.USD","LU0648948544.HKD","BK1229","IE00B1G9TP53.USD","BK1258","BK1534","LU1282649067.USD","LU1282649141.HKD","LU0572939691.SGD","LU2226123490.SGD","BK1601","LU0607220059.USD","LU1316543674.SGD","LU0488056044.USD","LU2348773727.SGD","01972","LU0264606111.USD","LU0384037296.USD","LU0229494975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659817496","title":"“海德园”再录三宗两房成交 共套现逾3100万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2659817496","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659817496?lang=zh_cn&edition=fundamental","pubTime":"2026-08-16 08:58","pubTimestamp":1786841880,"startTime":"0","endTime":"0","summary":"<汇港通讯> 太古地产(01972.HK) 旗下“海德园”现楼示范单位开放后,销情持续炽热。项目昨再录三宗成交,均属两房户型,实用面积介乎537-573平方呎,成交价介乎约900-1178万港元,折合实用面积呎价约1.675-2.0555万港元;三宗成交合共套现逾3100万港元,是次成交均吸引外区买家入市。(BC)#太古地产 #海德园 (港股报价延迟最少十五分钟。沽空资料截至 2026-08-14 16:25。)新闻来源 (不包括新闻图片): 汇港资讯","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20160815151909080_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20160815151909080_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/IC4967261/latest-news/INFOCAST","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/IC4967261/latest-news/INFOCAST","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2153591404.USD","BK1534","IE00B1G9TP53.USD","BK1229","BK1258","LU1282649810.SGD","LU0384037296.USD","LU0488056044.USD","BK1601","LU0572940350.SGD","LU0607220059.USD","LU2226123490.SGD","LU2348773727.SGD","LU0264606111.USD","LU1316543674.SGD","LU1282649067.USD","LU0572939691.SGD","LU0648948544.HKD","LU0149534421.HKD","01972","LU2226123227.USD","LU0229494975.USD","LU1211504680.USD","LU1282649141.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659032180","title":"《大行》瑞银:内地工商用地续期政策消除估值不确定性 本港发展商影响较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2659032180","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659032180?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 12:15","pubTimestamp":1786594500,"startTime":"0","endTime":"0","summary":"瑞银发表研究报告指,广州及上海先后公布商用及工业用地使用权续期的正式政策,为内地首次有系统地订明续期细则。瑞银认为,此举消除了商用物业估值、REITs分拆及实物资产交易的不确定性,对市场属正面影响。瑞银分析指,内地REITs市场已拥有48个商用物业,数据显示资本化率与物业剩余租期呈高度负相关。该行认为,发展商可透过REITs或物业交易进行资本循环,若估值提升幅度能覆盖续期成本,将对股价构成正面影响。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205150920018_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205150920018_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538046/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538046/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0572940350.SGD","LU2226123490.SGD","LU1316543674.SGD","LU0164939612.USD","LU0231459107.USD","00101","LU0488056044.USD","LU2348773727.SGD","LU2226123227.USD","LU0149534421.HKD","LU1282649067.USD","LU2153591404.USD","LU0620787316.HKD","BK1258","BK1229","LU0384037296.USD","BK1256","03121","BK1216","SG9999003461.SGD","SG9999001846.SGD","03913","BK1534","LU0192582467.USD","BK1601","00823","BK1521","LU1211504680.USD","LU1282649810.SGD","LU0572939691.SGD","LU0082770016.USD","LU0264606111.USD","00004","LU0648948544.HKD","BK1098","LU0082770016.SGD","LU1282649141.HKD","IE00B1G9TP53.USD","00683","BK1542","01972","LU0188438112.USD","LU0229494975.USD","LU0607220059.USD","BK1555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659180906","title":"《大行》瑞银料下半年至明年香港楼价大致持平 四大关键风险未充分反映 住房供应短缺料仅持续四年","url":"https://stock-news.laohu8.com/highlight/detail?id=2659180906","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659180906?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 11:52","pubTimestamp":1786593120,"startTime":"0","endTime":"0","summary":"瑞银投行研究部指,在开发商股息收益率利差高于历史平均水准的情况下,市场尚未充分反映香港房地产市场面临的四个关键风险,包括无就业复苏、港澳大湾区融合、北部都会区供应和人口缺口。该行估计短期住房供应短缺仅会持续四年,远短于此前十二年的上行周期。瑞银预计豪宅将受益于AI驱动的财富创造。瑞银预计,香港住宅楼价于2026年下半年至2027年大致持平,市场一致预期为2027年上涨5%至6%。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260805131535605_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260805131535605_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538031/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538031/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03145","LU1163227579.USD","SUHJY","BK1229","SG9999010078.USD","01997","SG9999010052.SGD","LU0886674414.USD","LU1504937902.USD","IE00BHRH8D16.HKD","01972","BK1240","IE00BSPPW651.USD","BK1098","BK1258","03121","SG9999002463.SGD","LU1282649810.SGD","BK1601","LU0348783233.USD","SG9999004220.SGD","LU0149534421.HKD","LU2088747725.USD","LU2226123490.SGD","BK1534","BK1559","LU2153591404.USD","00012","LU2088747998.USD","IE00BG0RBZ43.SGD","00823","80016","LU0061477393.USD","LU0229494975.USD","LU0607220059.USD","LU1163227496.USD","LU0315179316.USD","LU0384037296.USD","LU1316543674.SGD","IE00B1G9TP53.USD","LU1328615791.USD","LU0224508324.USD","00016","LU2088748020.USD","01113","LU0572939691.SGD","LU1282649141.HKD","LU2088748376.SGD","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658768749","title":"小摩:太古地产维持“增持”评级 目标价30港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2658768749","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658768749?lang=zh_cn&edition=fundamental","pubTime":"2026-08-12 18:04","pubTimestamp":1786529040,"startTime":"0","endTime":"0","summary":"模拟交易客户端摩根大通发布研报称,太古地产仍是首选之一,因其可见盈利增长,以及在交付中单位数百分比股息增长方面的优秀往绩。摩通维持对该股“增持”评级,目标价30港元。报告指出,太古地产2026年上半年业绩显示在所有主要分部均走在正确轨道上。该行预测因物业发展交付,2026财年持续同比超过30%盈利增长。该行表示,公司中国内地零售今年料录同比超过10%增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-08-12/doc-ininaezi3539280.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EWH","01972"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658692143","title":"【券商聚焦】开源证券维持太古地产(01972)买入评级 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发布2026年中期业绩,公司核心叙事为“内地零售的确定性增长对冲中国香港办公楼的不确定性”。投资物业公平值扭亏为盈,从2025H1亏损39亿港元转为2026H1收益5.78亿港元,对整体业绩的拖累暂时解除。写字楼业务呈现分化态势。开源证券维持盈利预测,预计太古地产2026-2028年归母净利润分别为43.1、54.8、63.5亿港元,对应EPS为0.75、0.95、1.10港元,维持“买入”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988025","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["161027","01972","KCE","DVRE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658993292","title":"小摩:维持太古地产(01972.HK)“增持”评级 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指内地零售业务快速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2658986310","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658986310?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 15:34","pubTimestamp":1786347261,"startTime":"0","endTime":"0","summary":"中国香港业务方面,办公物业租金企稳,26年上半年办公物业权益租金26亿港元,同比微增0.6%,期末出租率同比提升1个百分点至92%。香港零售物业权益租金13亿港元,同比增长3%,期内平均同店零售额同比增长11.5%,显示零售组合持续改善。报告同时提及,公司其他业务分部表现良好。物业买卖方面,预计2026年及以后住宅结算将加速,推动收入增长。酒店业务上半年收入同比增长18%,并实现扭亏为盈。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NzZmMzM5OTBmYjIxNzMxMDU0NzU0NDIx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NzZmMzM5OTBmYjIxNzMxMDU0NzU0NDIx.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987833","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01972","KCE","000166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658858569","title":"大行评级|高盛:微降太古地产目标价至30.3港元,维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2658858569","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658858569?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 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评级“增持”","url":"https://stock-news.laohu8.com/highlight/detail?id=2658835559","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658835559?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 14:49","pubTimestamp":1786344540,"startTime":"0","endTime":"0","summary":"摩根大通发表报告指,太古地产上半年业绩显示,各主要业务板块均朝着正确方向发展,其中香港写字楼表现亦较预期为佳。摩通预测,太古地产2026财年经常性基本溢利将按年增长31%,主要受香港及上海住宅项目交付带动;2027及2028财年盈利增长将分别放缓至4%及7%。该行维持太古地产“增持”评级,目标价30港元,较资产净值折让40%,仍然是首选之一。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190319120533059_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190319120533059_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1537397/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1537397/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01972"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658602841","title":"《大行》高盛:太古地产(01972.HK)中期业绩胜预期 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12:04","pubTimestamp":1786334640,"startTime":"0","endTime":"0","summary":"高盛发表研究报告指,太古地产上半年若扣除出售非核心投资物业收益及投资物业重估收益,经常性基本纯利按年增36%至46.61亿元,胜该行及市场预期,主要受惠于出售深水湾道6号两幢住宅物业录得12亿元发展物业利润。该行维持“买入”评级,12个月目标价由30.7元微调至30.3元,基于不变的40%资产净值折让。期内,太古地产总收入按年升8%至94.13亿元。净负债权益比率大致稳定于14.8%。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221101165004704_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221101165004704_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1537369/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1537369/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01972"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":186,"code":"91000000","status":"200"}]}}