本报告导读：供需都有加速下行迹象，尤其是供给，下行更为明显，资金链风险依然处于低位，政策发力的需求侧是后续关注的重点，结合价格考虑，供需平衡点略有后移。投资要点：低杠杆公司依 然是首选，推荐：1）开发类：A 股-万科 A、保利发展、招商蛇口、金地集团；H 股-中国海外发展；2）商住类：华润置地、龙湖集团、新城控股；3）物业类：万物云、华润万象生活、中海物业、保利物业、招商积余、新大正；4）文旅类-...
Source Link本报告导读：供需都有加速下行迹象，尤其是供给，下行更为明显，资金链风险依然处于低位，政策发力的需求侧是后续关注的重点，结合价格考虑，供需平衡点略有后移。投资要点：低杠杆公司依 然是首选，推荐：1）开发类：A 股-万科 A、保利发展、招商蛇口、金地集团；H 股-中国海外发展；2）商住类：华润置地、龙湖集团、新城控股；3）物业类：万物云、华润万象生活、中海物业、保利物业、招商积余、新大正；4）文旅类-...
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