银河证券地产24年度策略：增量的下半程存量的新征程

智通财经网2023-12-08

银河证券发布研究报告称，展望2024年，房开业务端房贷利率有望处于下行通道，购房首付比例维持低位，核心区域强者恒强。头部房企展现优秀的运营管理能力具有资金优势，市占率有望进一步抬升，供给端政策持续放松或对部分房企产生较大边际影响。看好：万科A(000002.SZ)、招商蛇口(001979.SZ)等。▍银河证券主要观点如下：回顾2023：销售去化承压。销售整体改善低于预期，核心城市销售面积占比提高，...

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银河证券地产24年度策略：增量的下半程 存量的新征程

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银河证券地产24年度策略：增量的下半程存量的新征程