摩根大通：内房利润未走出谷底内房股首选华润置地(01109)及中海外(00688)

智通财经04-09

智通财经APP获悉，摩根大通发表研报称，2023年中国房地产开发商的核心净利润同比跌22%，预期这个下行趋势会在2024至2025年持续，主因利润空间继续收缩，这也意味行业尚未走出谷底。销售及政策仍然是内房股主要驱动力，目前业绩疲弱已充分反映，不过，摩通认为，内房在第二季可能继续跑输，除非销售复苏强于预期，以及出现意料之外的进取放宽政策。内房股首选为华润置地(01109)及中海外(00688)，...

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href=http://www.zhitongcaijing.com/content/detail/1100234.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，摩根大通发表研报称，2023年中国房地产开发商的核心净利润同比跌22%，预期这个下行趋势会在2024至2025年持续，主因利润空间继续收缩，这也意味行业尚未走出谷底。销售及政策仍然是内房股主要驱动力，目前业绩疲弱已充分反映，不过，摩通认为，内房在第二季可能继续跑输，除非销售复苏强于预期，以及出现意料之外的进取放宽政策。内房股首选为华润置地(01109)及中海外(00688)，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1100234.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516902.SGD","symbol_name":"Allianz China Equity Cl AT Acc 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摩根大通：内房利润未走出谷底 内房股首选华润置地(01109)及中海外(00688)

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摩根大通：内房利润未走出谷底内房股首选华润置地(01109)及中海外(00688)