美银证券研究报告指出，中国房地产行业今年上半年财报如预期疲弱(反映过去四年房价下跌)，但该行看到两个亮点，包括利润率按半年趋稳，部分顶尖开发商如中海外(00688.HK) 、建发国际(01908.HK) 对利润率改善更具信心；部分管理团队对中央政府进一步支持政策较预期更乐观正面。另一方面，8月前100大开发商的合约销售表现疲弱，按年下跌22%。若销售无显著反弹，第四季度将面临更严峻的比较基数，若...
Source Link美银证券研究报告指出，中国房地产行业今年上半年财报如预期疲弱(反映过去四年房价下跌)，但该行看到两个亮点，包括利润率按半年趋稳，部分顶尖开发商如中海外(00688.HK) 、建发国际(01908.HK) 对利润率改善更具信心；部分管理团队对中央政府进一步支持政策较预期更乐观正面。另一方面，8月前100大开发商的合约销售表现疲弱，按年下跌22%。若销售无显著反弹，第四季度将面临更严峻的比较基数，若...
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