光大地产板块及重点公司跟踪报告:近期地产跑赢大市 优质龙头涨幅明显

光大证券
29 Jul

一、地产开发/物业服务的板块估值及重点公司近期市场表现。截至2025 年7 月25 日,房地产(申万)市净率PB(LF)为0.78 倍,历史分位数90.45%(2024-至今)。恒生地产建筑业市净率PB(LF)为0.44 倍,历史分位数98.69%(2024-至今)。2025 年7 月1 日至7 月25 日,房地产(申万)上涨7.8%,跑赢沪深300 指数2.93个百分点,跑赢中证1000 指数...

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