花旗发表研究报告指,中国金茂(00817.HK) 已进入2025至2027年的增长周期,预期2025及2026年合约销售额将分别增长16%及7%,行业排名升至第八位。而且,公司加速购地,66%位于北京及上海,财务状况稳健。自2024年起新增43个项目,净利润率逾10%,并透过土地置换或改变用途活化15幅地块。公司目标于2027年解决80%的库存问题;管理层优化精简架构,集中采购和提升效率,推动销售...
Source Link花旗发表研究报告指,中国金茂(00817.HK) 已进入2025至2027年的增长周期,预期2025及2026年合约销售额将分别增长16%及7%,行业排名升至第八位。而且,公司加速购地,66%位于北京及上海,财务状况稳健。自2024年起新增43个项目,净利润率逾10%,并透过土地置换或改变用途活化15幅地块。公司目标于2027年解决80%的库存问题;管理层优化精简架构,集中采购和提升效率,推动销售...
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