《大行》瑞银对部分内房及物管股最新投资评级及目标价

阿斯达克财经01-06

瑞银上调9间内房及物管股目标价，主要基于中央政治局会议提出稳住楼市，近期政策宽松及降息带来的行业价值重估。
该行对开发商股份维持“中性”看法，认为市场已完全反映政策刺激，并预期对实体楼市刺激作用将在今年减少。该行给予更主动收购土地的开发商较高预测市盈率。

该行对物管股大致维持“中性”看法，基于楼市下行放慢管理面积扩张，以及宏观疲弱与消费降级导致利润率受压。该行对多只物管股给予较高市盈率，其中华润万象生活(01209.HK) 基于每股盈利增长较高。绿城服务(02869.HK) 基于其第三方独立性，保利物业(06049.HK) 则基于对公共服务更高的业务敞口。
下表为瑞银对部分内房及物管股最新投资评级及目标价：
股份│投资评级│目标价
龙湖(00960.HK) │中性│9元→11元
绿城中国(03900.HK) │中性│6.1元→10元
越秀地产(00123.HK) │中性│4.4元→5元
金茂(00817.HK) │中性│0.75元→1元
华润万象生活(01209.HK) │中性│24.5元→30元
万物云(02602.HK) │17.9元→21元
保利物业(06049.HK) │买入│32元→36元
中海物业(02669.HK) │中性│4.4元→5.5元
绿城服务(02869.HK) │中性│3.2元→4.1元
相关内容《大行》大摩：内地12月主要城市二手房价按月回落今年首季度住宅销售可能面临下行压力
(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-06 12:25。)

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class=\"h-time small\">2025-01-06 13:01</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div> <span> <p>瑞银上调9间内房及物管股目标价，主要基于中央政治局会议提出稳住楼市，近期政策宽松及降息带来的行业价值重估。<br/>该行对开发商股份维持“中性”看法，认为市场已完全反映政策刺激，并预期对实体楼市刺激作用将在今年减少。该行给予更主动收购土地的开发商较高预测市盈率。<br/><br/>该行对物管股大致维持“中性”看法，基于楼市下行放慢管理面积扩张，以及宏观疲弱与消费降级导致利润率受压。该行对多只物管股给予较高市盈率，其中<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>(01209.HK)<span> </span>基于每股盈利增长较高。<a href=\"https://laohu8.com/S/02869\">绿城服务</a>(02869.HK)<span> </span>基于其第三方独立性，<a href=\"https://laohu8.com/S/06049\">保利物业</a>(06049.HK)<span> </span>则基于对公共服务更高的业务敞口。<br/>下表为瑞银对部分内房及物管股最新投资评级及目标价：<br/>股份│投资评级│目标价<br/>龙湖(00960.HK)<span> </span>│中性│9元→11元<br/><a href=\"https://laohu8.com/S/03900\">绿城中国</a>(03900.HK)<span> </span>│中性│6.1元→10元<br/><a href=\"https://laohu8.com/S/00123\">越秀地产</a>(00123.HK)<span> </span>│中性│4.4元→5元<br/>金茂(00817.HK)<span> </span>│中性│0.75元→1元<br/>华润万象生活(01209.HK)<span> </span>│中性│24.5元→30元<br/><a href=\"https://laohu8.com/S/02602\">万物云</a>(02602.HK)<span> </span>│17.9元→21元<br/>保利物业(06049.HK)<span> </span>│买入│32元→36元<br/><a href=\"https://laohu8.com/S/02669\">中海物业</a>(02669.HK)<span> </span>│中性│4.4元→5.5元<br/>绿城服务(02869.HK)<span> </span>│中性│3.2元→4.1元<br/><span><span>相关内容</span><span>《大行》大摩：内地12月主要城市二手房价按月回落  今年首季度住宅销售可能面临下行压力</span></span><br/>(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-06 12:25。)</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/news/aafn-con/NOW.1408097/latest-news/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":"LU0348766576.USD","symbol_name":"ALLIANZ LITTLE DRAGONS \"A\" (USD) 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12:25。)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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