龍湖(0960.HK)領漲藍籌股，兩日暴漲近30%，收復週一“失地”
今日龍湖集團(0960.HK)領漲港股地產股及藍籌股，截至收盤，龍湖集團股價漲幅超過18%，最高漲幅達20.89%，龍湖集團連續兩日大漲28.6%，市場表現積極。
龍湖大股東也持續展現對龍湖集團的信心，兩日來，持續增持600萬股金額超過6000萬港元，購入的美元債達到780萬美元。
除大股東力挺公司之外，龍湖集團48小時內提前償還兩筆2023年到期的銀團貸，涉及85.5億港元，充分顯示其流動性充足以及財務穩健。
美林證券報吿認為，“龍湖積極償還短期債務的動作應能讓投資者對其流動性狀況放心”。
此外，花旗Griffin Chan等分析師發佈報吿稱，市場對龍湖集團的擔憂“過頭”了。報吿顯示，龍湖董事長的變更是公司向職業化管理的轉變，龍湖集團自上市以來致力於機構化的努力，在銀行的支持下，具有戰略連續性。花旗銀行給定的目標價是50.1元港幣，今日的股價大漲似乎也映證了這一點。
在土地市場，龍湖集團通過積極拿地，持續釋放正向信心。10月31日，龍湖以19.6億元的價格，在蘇州相城拍下一塊土地。一個月內，龍湖在北京、上海、成都、合肥、西安等城市參與第三輪集中土拍，攬下11塊地，合計投入超100億元。據克而瑞公佈的1-10月房企新增貨值TOP100中，龍湖以670.6億的新增貨值，排名第12位。
據安信證券的統計，在已完成三輪集中土拍的15 個城市中，平均溢價率水平為2.1%，且第三輪土地供應普遍較為優質，是不錯的拿地機會。而龍湖是少數持續活躍在土拍市場的頭部房企。
此外，龍湖集團2022年1-9月銷售額累計達到1456億元，連續三個月實現月度銷售業績的持續回升，在此基礎上，龍湖集團三季度累計銷售額達到597.5億元，同比實現正向增長。在經營性收入方面，龍湖集團實現經營性收入達到171.8億元，其中投資性物業收入為88.6億元，保持穩定的增長。
摩根大通報吿認為，“龍湖仍然未表現任何壓力信號。事實上，龍湖仍在持續買地，資產負債表仍是行業中最穩固之一。如果行業流動性的擔憂緩解後，龍湖未來或強勁反彈”。
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