焦点板块及个股 | 华润置地;华润万象生活;CyberArk;韩国股市

中信证券财富管...
Mar 27, 2025

华润置地 (1109 HK; 25.85港元; 目标价: 32.2港元) 复苏迹象2024年盈利同比下降8.5% ,基本符合预期,主要受开发物业减值损失约港币123亿元拖累。然而,最新调研显示,中国主要房地产市场已呈稳定迹象。华润置地在2025年1-2月实现同比增长21.8%的合约销售额。预计2025年合约销售将回暖,2026年盈利有望反弹。我们仍处于地产板块复苏的初期,但华润置地正处于优势竞争...

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