《大行》摩通:贝壳(02423.HK)或成近期楼市政策变动潜在受惠者 维持“增持”评级

阿斯达克财经
Sep 14

摩根大通发表报告指,贝壳(02423.HK) 是近期内地房地产政策变动的潜在受益者,新规下一手楼供应减少,或带动二手成交量上升,而贝壳2025年二手交易分别占收入及贡献溢利26%及39%。该行指出,虽然一手住宅销售可能自2027年起下滑,将影响贝壳财务表现,但相信公司可透过进一步扩大市占率缓解风险,其市占率已由2022年的9%升至目前12%。近期内地公积金政策放宽,摩通相信可支持租赁及装修等住屋...

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