美银证券研究报告指，建发国际集团(01908.HK) 年初至今股价已累升24%，为内房行业表现最好的股份，因投资者偏好其合同销售及盈利前景较明确。该行对其目标价由原先19.5元上调8%至21元，因预期公司最近收购所得的项目可带来可观回报，推动2027年的盈利；重申“买入”评级。
报告指，公司6月初斥123亿元人民币，以私人谈判形式收购了上海两个项目，相较于公开招标可产生更好的利润。据估算，两个住宅项目可为股东带来30亿元人民币的净利润，预期杨浦区项目将于今年下半年开始签约销售，第一期于2027年入账。因此，该行将2027年毛利率预测由13%升至13.8%，而项目余下部分的利润将拨入2028年，从而提高27年后的盈利前景。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-25 16:25。)
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