格隆汇12月11日|招银国际发表研报指,近期渠道调查发现被抑制的刚性购房需求释放,同时投资需求几乎已消失,因此相信目前内地楼市销售复苏主要来自刚需及置换需求的带动,更符合国家对房地产行业长期发展目标。该行预测今年全年新房销售额将按年下跌20%至7.4万亿元,明年则下跌11%至7万亿元,二手房成交额分别达7.1万亿及7.5万亿元。展望未来,市场仍预期已出台的政策效果仍然需时显现,但整体而言市场正迈向健康发展,维持对内房行业的“优于大市”看法。该行建议投资者留意商业营运能力较强的房企,包括华润置地、新城发展及龙湖集团等,相信贝壳作为绝对龙头将长期受惠于二手房换手率提升,同时看好物管股长期发展,关注华润万象生活、绿城服务、保利物业、滨江服务、万物云等。
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大行评级|招银国际:维持内房行业“优于大市”看法 市场正迈向健康发展
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