《大行》汇丰研究:中国楼市已见底 重申润地(01109.HK)龙湖(00960.HK)华润万象生活(01209.HK)贝壳(BEKE.US)“买入”评级

阿斯达克财经
Feb 24, 2025

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...

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