智通财经APP获悉，交银国际发布研报称，香港房地产复苏到来，在分化中寻找Alpha。该行预计一手住宅成交量可望挑战13年新高，料全年住宅楼价或可涨逾10%，并有机会在2-3年内重回此前高位，预计办公室核心区域(大中环/尖沙咀)租金今年上升5-15%，非核心区域也将保持平稳。同时，零售市场近月明显的改善可拉动零售物业明后两年续租租金转正。
该行维持香港房地产行业领先评级，利润率扩张预期可望带动盈利预测上调，板块有估值进一步上升的空间，看好本地地产商龙头新鸿基地产(00016)，维持买进的资评级。
至于内地房地产，交银国际称，产业在政策持续加码下延续筑底态势。展望下半年，新房市场销售降幅逐步收窄，库存拐点带来希望; 同时部分一线和重点城市出现价格拐点，二手房价格或正在筑底。该行看好估值不高以及拥有第一/二线城市土地储备的龙头开发商，包括华润置地(01109/买入)和越秀地产(00123/买入)。
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