瑞银研究报告指,中国海外发展(00688.HK) 管理层预计2025年盈利将按年跌高双位数,收入则大致持平。全年确认毛利率将较2025上半年进一步下跌,且公司预期2025年存货减值将与2024年的16亿元人民币(下同)相若。公司更新数据显示,2025年总合约销售额录得2,500亿元,按年下降20%;而权益土地收购金额则加速至924亿元,按年增长33%,为2026年的强劲销售增长提供支持。公司指引...
Source Link瑞银研究报告指,中国海外发展(00688.HK) 管理层预计2025年盈利将按年跌高双位数,收入则大致持平。全年确认毛利率将较2025上半年进一步下跌,且公司预期2025年存货减值将与2024年的16亿元人民币(下同)相若。公司更新数据显示,2025年总合约销售额录得2,500亿元,按年下降20%;而权益土地收购金额则加速至924亿元,按年增长33%,为2026年的强劲销售增长提供支持。公司指引...
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