华泰证券：3月房地产销售环比回暖后续需关注“小阳春”的持续性

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智通财经APP获悉，华泰证券发布研究报告称，亿翰数据显示，2024年3月百强房企(公司可比口径)单月销售金额环比上升96.0%，同比下降46.5%，降幅较2月缩窄15.9个百分点，3月销售市场环比有所回暖。进入3月，销售景气度指数呈现“先扬后抑”走势，一二手市场景气度在2月18日-3月10日迎来一波“小阳春”后较峰值有所回落。该行表示1月以来，监管层明确的“稳地产”诉求在实操层面持续落地，有望推动...

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href=http://www.zhitongcaijing.com/content/detail/1097001.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华泰证券发布研究报告称，亿翰数据显示，2024年3月百强房企(公司可比口径)单月销售金额环比上升96.0%，同比下降46.5%，降幅较2月缩窄15.9个百分点，3月销售市场环比有所回暖。进入3月，销售景气度指数呈现“先扬后抑”走势，一二手市场景气度在2月18日-3月10日迎来一波“小阳春”后较峰值有所回落。该行表示1月以来，监管层明确的“稳地产”诉求在实操层面持续落地，有望推动...</p>\n\n<a 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\"Xiaoyangchun\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09979":1,"01109":0.9,"01908":0.9,"00123":0.9},"content_text":"智通财经APP获悉，华泰证券发布研究报告称，亿翰数据显示，2024年3月百强房企(公司可比口径)单月销售金额环比上升96.0%，同比下降46.5%，降幅较2月缩窄15.9个百分点，3月销售市场环比有所回暖。进入3月，销售景气度指数呈现“先扬后抑”走势，一二手市场景气度在2月18日-3月10日迎来一波“小阳春”后较峰值有所回落。该行表示1月以来，监管层明确的“稳地产”诉求在实操层面持续落地，有望推动市场信心修复，基本面尽快筑底，为板块提供估值修复空间。华泰证券观点如下：3月销售环比回暖，后续需关注“小阳春”的持续性亿翰数据显示，2024年3月百强房企(公司可比口径)单月销售金额环比上升96.0%，同比下降46.5%，降幅较2月缩窄15.9个百分点，3月销售市场环比有所回暖。进入3月，销售景气度指数呈现“先扬后抑”走势，一二手市场景气度在2月18日-3月10日迎来一波“小阳春”后较峰值有所回落。截至3月24日，贝壳新房/二手房成交量KMI指数分别为47.6/52.0，虽连续两周环比下滑，但较2月均值仍明显改善，目前在荣枯线附近，后续需关注销售景气度的持续性。TOP10销售门槛额降幅最少，环比增长房企数量明显增加2024年1-3月TOP10、TOP20、TOP30、TOP50、TOP100房企的销售金额入榜门槛分别达219、102、66、31、12亿元，同比-12.3%、-20.5%、-16.2%、-31.5%、-23.1%，其中TOP10门槛降幅最少。百强房企单月销售金额中82家环比增长，较2月增加74家，6家同比增长，较2月增加4家。3月TOP3、TOP10、TOP11-20、TOP21-30、TOP31-50、TOP51-100单月销售金额同比-31.8%、-31.8%、-61.3%、-59.9%、-59.4%、-56.3%，增速较2月分别+26.6、+25.0、+5.5、+3.0、+5.8、+14.3个百分点。高基数下同比表现较弱，央国企整体销售恢复领先民企在去年同期高基数效应下，TOP50房企中1-3月销售额累计同比实现正增长的数量仅有邦泰集团(+12%)一家;TOP50中单月同比实现增长的房企分别为邦泰集团(+71%)、大悦城控股(+9%)、朗诗集团(+5%)，较2月增加2家。百强房企中，央国企和民企3月销售金额的同比增速分别为-42.5%、-58.6%，降幅较2月分别收窄18.9、9.7个百分点，央国企整体销售恢复优于民企。市场仍处于弱复苏，仍待政策持续发力3月1-23日，54城新房销售面积同比-48%，26城二手房累计成交面积同比-24%，显示市场仍处于弱复苏阶段，仍待政策持续发力。1月以来，监管层明确的“稳地产”诉求在实操层面持续落地，有望推动市场信心修复，基本面尽快筑底，为板块提供估值修复空间。重点推荐：1)A股开发：城建发展(600266.SH)、建发股份(600153.SH)、滨江集团(002244.SZ)等;2)港股开发：建发国际集团(01908)、越秀地产(00123)、华润置地(01109)等;3)物管公司：华润万象生活(01209)、保利物业(06049)、招商积余(001914.SZ)等。风险提示：行业政策、行业基本面下行、部分房企经营风险。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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华泰证券：3月房地产销售环比回暖 后续需关注“小阳春”的持续性

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华泰证券：3月房地产销售环比回暖后续需关注“小阳春”的持续性