华泰 | 房地产:6月香港私人住宅市场迎来量价齐升

华泰睿思
31 Jul

6月香港私人住宅市场迎来量价齐升,私人住宅价格已连续三个月环比上涨。我们认为香港房地产市场将继续迎来改善,两类资产修复值得关注:1、香港住宅市场成交量价有望于2025下半年开始迎来企稳回升;2、商业资产有望随着景气度回升,受益于消费改善及租金回暖。我们看好香港本地开发商和商业运营企业估值修复,建议关注香港地铁沿线拥有充裕土地储备和优质商业运营资产的公司,以及受益于香港资产重估逻辑的港股高股息...

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