兴证国际:维持中国海外发展(00688.HK)“买入”评级 公司首个商业公募REIT获深交所受理

智通财经
Sep 08
【兴证国际:维持中国海外发展(00688.HK)“买入”评级 公司首个商业公募REIT获深交所受理】智通财经APP获悉,兴证国际发布研报称,基于行业周期性因素,预计2025年中国海外发展(00688.HK)入账毛利率以及存货减值继续承压,2026年起毛利率有望回稳。因此该行预计公司2025/2026年的营业收入为1809/1800亿元,同比-2.3%/-0.5%;核心净利润154/159亿元,同比-1.7%/+3.0%。2025年9月4日股价对应2025/2026年PE分别为8.9/8.7倍,维持“买入”评级。

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