中金公司研究报告,保利置业(00119.HK) 2025年营收按年增长20%至484亿元人民币(下同),主要因开发结算收入增长胜预期;毛利率因结算结构性因素按年增长0.6个百分点至17%。年内公司计提资产减值10.2亿元,最终归母净利润按年增长23%至2.3亿元,对应归母净利润率0.5%。全年业绩略优于该行预期。考量到结算节奏及新房现阶段大环境,该行下调2026及2027年盈利预测13%及8%,至...
Source Link中金公司研究报告,保利置业(00119.HK) 2025年营收按年增长20%至484亿元人民币(下同),主要因开发结算收入增长胜预期;毛利率因结算结构性因素按年增长0.6个百分点至17%。年内公司计提资产减值10.2亿元,最终归母净利润按年增长23%至2.3亿元,对应归母净利润率0.5%。全年业绩略优于该行预期。考量到结算节奏及新房现阶段大环境,该行下调2026及2027年盈利预测13%及8%,至...
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