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中金:建議把握龍頭房企配置契機,看好華潤置地等股

中金髮表報吿表示,內地1月前兩週新房銷售整體仍延續低迷走勢,往前看,銷售短期走勢仍將以底部震盪為主。考慮當前政策方向明確而有效調節舉措尚未落地,行業仍處於加速出清過程中,而頭部房企估值和倉位依然不高,該行繼續提示投資者積極把握好龍頭房企的配置契機。

該行指內房H股推薦中國海外(0688.HK)、華潤置地(1109.HK)、旭輝(0884.HK)、建發國際(1908.HK)、越秀地產(0123.HK)、碧桂園(2007.HK)。物管板塊同時提示優質房企關聯企業的配置價值,推薦保利物業(6049.HK)、旭輝永升服務(1995.HK)、華潤萬象生活(1209.HK)、中海物業(2669.HK)、碧桂園服務(6098.HK)、金科服務(9666.HK)。

中金表示,上週監測內地51個樣本城市新房銷售面積按周增長9%(上上週-35%),按年降幅收窄至-36%(上上週-47%)。

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