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【內房危機】克而瑞:百強房企10月銷售按年跌27.5% 料熱點城市和熱銷項目持續減少- 香港經濟日報- 即時新聞頻道- 即 ... @ 2023-11-01T16: Back Hot News
Keyword:樓市 中國 年跌 內地 按年
Concept:按年下滑 , 月樓市成交年跌近
大和發表研報指,由於去年低基數,中國海外(00688.HK)今年第三季業績表現向好,收入按年增長61%,經營利潤增長96%,帶動首三季業績表現亦較中期改善,首三季收入及經營利潤分別跌3%及12%,較上半年按年各錄14%及20%跌幅各有收窄。 若撇除去年同期股權並購的收益,則中海外今年首三季經營利潤按年增長6%。但大和亦指出,今年首三季集團的經營利潤率為19.2%,較今年上半年的21.4%進一步下降,顯示出利潤率壓力仍持續存在。 該行認為,中國海外合約銷售表現可能會持續跑贏多數同業,雖然達成全年度銷售目標具挑戰性,但相信在內地當局推出多項樓市支持措施下,集團第四季銷售會按季大幅改善,全年表現料將持續跑贏行業。 大和將中海外2024至2025年度合約銷售額預測下調至各3,600億及3,800億元人民幣,並降今年至2025年每股盈測介乎1%至5%,目標價相應由22.6元降至21.8元,但重申「買入」評級。(GC/DA)~ 阿思達克財經新聞 網址: WWW.AASTOCKS.COM
此外,《施政報告》樓市減辣措施缺乏驚喜,多只地產股亦先升後倒跌。內地增發國債,集中支持災後重建和彌補防災減災救災短板,基建相關股升幅突出,山水水泥(00691)及中國聯塑(02128)分別飆13.6%及近11%。

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