【里昂：内地现房销售改革将重塑市场 料2027年楼价回升5% 首选贝壳-W(02423.HK)等】智通财经APP获悉，里昂发布研报称，行业首选依次为贝壳-W(02423.HK)、华润置地(01109.HK)及越秀地产(00123.HK)，均予“跑赢大市”评级，目标价分别为62港元、40.8港元及5.5港元;并将中国金茂(00817.HK)自首选股名单中剔除，因其净负债率相对较高，受现金流影响较大。内地当局日前宣布将完善商品住房销售制度，预料是次改革将重塑开发商现金流及住宅供应格局。
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