一、地产开发/物业服务的板块估值及重点公司近期市场表现。1)地产开发板块:截至2025 年9 月19 日,房地产(申万)市净率PB(LF)为0.85倍,历史分位数31.46%(2018-至今)。恒生地产建筑业市净率PB(LF)为0.45 倍,历史分位数30.12%(2018-至今)。2025 年9 月1 日至9 月19 日,房地产(申万)上涨5.2%,跑赢沪深300 指数5.05 个百分点。恒生...
Source Link一、地产开发/物业服务的板块估值及重点公司近期市场表现。1)地产开发板块:截至2025 年9 月19 日,房地产(申万)市净率PB(LF)为0.85倍,历史分位数31.46%(2018-至今)。恒生地产建筑业市净率PB(LF)为0.45 倍,历史分位数30.12%(2018-至今)。2025 年9 月1 日至9 月19 日,房地产(申万)上涨5.2%,跑赢沪深300 指数5.05 个百分点。恒生...
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