《大行》中银国际维持内房行业“中立”评级在持续去库存中逐渐接近可持续规模

阿斯达克财经12-09

中银国际发表研报指，参考成熟经济体，估算中国每年新屋开发的可持续规模为约5亿平方米。该行认为，在过去三年多的楼市快速下跌，行业经历短期痛苦之后，中国新屋开工量正接近可持续发展的水平，目前预测2024年住宅建筑面积新开工量将达到5.36亿平方米，同时预计至2028年住宅销售面积将维持在7.8亿至8.1亿平方米，反映市场去库存仍在进行当中。
该行认为，在短期内中央出台强而有力的支持政策，显著提振市场气氛，然而估计低线城市的回升可能未能持续太长时间，认为要实现全国范围的复苏，市场仍需要进一步推进去库存措施的落地，比如由政府购买商品房，用作保障性存房，因此对内地房地产行业维持“中性”评级，较看好财务稳健、增长前景更强且估值便宜的开发商，首选中国海外(00688.HK) 及保利物业服务(06049.HK) 。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-06 16:25。)

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在持续去库存中逐渐接近可持续规模\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">阿斯达克财经</strong><span class=\"h-time small\">2024-12-09 12:17</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div> <span> <p>中银国际发表研报指，参考成熟经济体，估算中国每年新屋开发的可持续规模为约5亿平方米。该行认为，在过去三年多的楼市快速下跌，行业经历短期痛苦之后，中国新屋开工量正接近可持续发展的水平，目前预测2024年住宅建筑面积新开工量将达到5.36亿平方米，同时预计至2028年住宅销售面积将维持在7.8亿至8.1亿平方米，反映市场去库存仍在进行当中。<br/>该行认为，在短期内中央出台强而有力的支持政策，显著提振市场气氛，然而估计低线城市的回升可能未能持续太长时间，认为要实现全国范围的复苏，市场仍需要进一步推进去库存措施的落地，比如由政府购买商品房，用作保障性存房，因此对内地房地产行业维持“中性”评级，较看好财务稳健、增长前景更强且估值便宜的开发商，首选中国海外(00688.HK)<span> </span>及<a href=\"https://laohu8.com/S/06049\">保利物业</a>服务(06049.HK)<span> </span>。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-06 16:25。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1402687&catg=4&source=AAFN\">阿斯达克财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BZ08YT58.USD","symbol_name":"GUINNESS BEST OF CHINA \"C\" (USD) 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16:25。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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