汇丰研究发表报告指，内房债务重组取得进展及离岸债券市场重开有助提振市场气氛，龙湖(00960.HK) 是信贷正常化扩大的受惠者；陷入困境的发展商重新定位，有望在明年转势。
报告指，内房第二轮债务重组近期更多好消息。6月4日，旭辉(00884.HK) 离岸债务重组计划获批准，涉及减债53亿美元或将离岸债务削减66%。碧桂园(02007.HK) 及龙光(03380.HK) 亦于6月初修订其重组方案，以促进进展。由于“白名单”支持逐步交付房屋，该行认为债权人对受困发展商的营运恢复信心，并对债务削减作为务实的解决方案持开放态度。
该行较看好华润置地(01109.HK) 、建发国际(01908.HK) 、中国金茂(00817.HK) 及贝壳(BEKE.US) ，均获“买入”评级，并调整内房股目标价，详见另表。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-25 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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