金吾财讯 | 华泰证券表示,1H2026重点房企业绩延续磨底:营收、归母净利润降幅仍处两位数,但毛利率已经接近企稳。销售降幅较2025年全年收窄,拿地端延续大幅收缩,行业集中度进一步向央国企集中。更值得关注的是, "828新政"正式落地,叠加头部企业经营性不动产REIT出表、轻资产业务持续发展,行业正加速从规模驱动转向质量与运营驱动,关注行业结构性机会。
金吾财讯 | 华泰证券表示,1H2026重点房企业绩延续磨底:营收、归母净利润降幅仍处两位数,但毛利率已经接近企稳。销售降幅较2025年全年收窄,拿地端延续大幅收缩,行业集中度进一步向央国企集中。更值得关注的是, "828新政"正式落地,叠加头部企业经营性不动产REIT出表、轻资产业务持续发展,行业正加速从规模驱动转向质量与运营驱动,关注行业结构性机会。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.