摩根大通发表研究报告指，接下来将有多间内房发展商及物管公司公布全年业绩。该行认为，内地发展商受到利润不断缩减的拖累，预期平均盈利将按年跌30%。对于国企物管公司，该行料它们的盈利按年平均增长将放缓到13%，而2023年增长为30%。虽然大部分公司业绩仍未有好转迹象，但相信股票交易主要是基于合约销售和政策动向。
摩通提到，短期而言，如果销售数据恶化，其股票或会表现不佳。然而，销售或房屋价格走弱的趋势意味着房地产板块政策转向的可能性较大，建议市场关注4月底的政治局会议。该行行业首选华润置地(01109.HK) 、中国海外(00688.HK) 、保利物业(06049.HK) 等，但对万科(02202.HK) 仍持审慎态度。该行另将中国金茂(00817.HK) 评级由“减持”调升至“增持”，预期集团将重拾增长。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-13 16:25。)
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