汇丰环球研究指出中国楼市十项见底迹象，包括新屋销售按年增长、楼价复苏、价格预期重设、土地销售急升、外资参与、房屋继续竣工、房企更易取得信贷、家庭风险胃纳增加、楼市库存逐步清理及租金收益率对比国债孳息更具吸引力。
该行指，在前所未有的行业整合下，中国去年新屋销售较2021年高峰期跌48%。在违约风险减低、金融稳定强化及租务回报更具吸引力下，楼市回稳基础巩固，意味内房股表现或与盈利脱钩，内房业将减少依赖新政策刺激，纵使逐步去库存仍为行业复苏关键。
该行重申对润地(01109.HK) 、龙湖(00960.HK) 、华润万象生活(01209.HK) 及贝壳(BEKE.US) 的“买入”评级，目标价分别为32.5港元、12港元、38.8港元及22.1美元。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-21 16:25。) (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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