You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|美銀:內地房地產市場持續回穩 看好華潤置地及中國海外發展
格隆匯 02-18 11:02
美銀證券發表研究報吿指,內地房地產市場持續回穩,1月份土地市場強勁反彈,銷售收入按年增長26%,一線城市二手樓價在1月保持基本平穩,近期的二手交投量已超越農曆新年前水平。隨着3月重要銷售季即將來臨,市場情緒審慎樂觀。美銀表示,3月舉行的兩會預料不會出現明顯的政策基調變化,但預計閒置土地回購和舊改項目將穩步推進,有助於推動2025年下半年及2026年的新開工量。美銀看好華潤置地及中國海外發展,小型股則選擇越秀地產。目前,預測今年全國將在閒置土地回購上花費約2000億至3000億元,百強開發商2月合同銷售料按月持平,按年比較增長約10%至20%。計及去年3月基數較高,該行預計2025年首季行業合同銷售將按年跌約5%,維持對2025年全國新房銷售量及金額分別下跌4%至6%及8%至10%的的預測,預計一線城市下半年表現將會企穩。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account