大摩发表报告指,CRIC数据显示,尽管受农历新年时效影响基数偏低,该行追踪的25家主要开发商1月合约销售额仍平均按年下滑32%。由于购房者信心疲弱、库存增加、被动政策出台及高基数效应,该行预期第一季内房销售将进一步下滑。该行持续看好具备可信自救能力的优质企业,包括华润置地(01109.HK) 与新城控股(601155.SH) ;同时看好受益于十五五规划消费导向及REITs政策强劲尾声的优质商场...
Source Link大摩发表报告指,CRIC数据显示,尽管受农历新年时效影响基数偏低,该行追踪的25家主要开发商1月合约销售额仍平均按年下滑32%。由于购房者信心疲弱、库存增加、被动政策出台及高基数效应,该行预期第一季内房销售将进一步下滑。该行持续看好具备可信自救能力的优质企业,包括华润置地(01109.HK) 与新城控股(601155.SH) ;同时看好受益于十五五规划消费导向及REITs政策强劲尾声的优质商场...
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