华泰证券:房地产行业中长期“止跌回稳”的基础正在构建

第一财经
Aug 07

华泰证券指出,供需结合来看,房地产行业中长期“止跌回稳”的基础正在构建,但要全面达成仍需要时间。展望下半年,我们认为政策发力方向可能包括:1、稳定房价预期是第一步;2、更有效地激活购房需求;3、优化收储发力去库存;4、关注城市更新资金来源。我们更看好以一线城市为代表的核心城市复苏节奏,继续推荐具备“好信用、好城市、好产品”逻辑的“三好”地产开发商,分红与业绩稳健的头部物管公司,以及受益于香港资产...

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