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《大行報告》中金:民營房企現金流壓力短期或有加強 仍須觀察供給側措施的節奏及執行效果
中金髮表報告指,7月新房銷售面積按月下跌,相信與推盤節奏減慢,以及近期購房情緒受壓有關。後市銷售復甦的不確定性增加,加上第3季企業信用債到期較爲密集,民營房企現金流壓力短期或有加強,但仍須觀察供給側相關措施的節奏及執行效果,預計短期地產股受情緒影響波動性可能加強。 中期而言,中金認爲優質龍頭房企仍將更多受惠於基本面改善,建議擇機逢低吸納股華潤置地 (01109.HK)、中國海外發展(00688.HK)、越秀地產 (00123.HK)、綠城中國(03900.HK)、建發國際集團(01908.HK)、中國海外宏洋集團(00081.HK)、美的置業 (03990.HK)。物管板塊就建議保利物業(06049.HK)、中海物業(02669.HK)、華潤萬象生活(01209.HK)。
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