中銀證券：房地產行業整體發展在經歷調整後將更趨良性

華爾街見聞
2021.08.11 02:46
中銀證券指出，板塊投資方面，由於首批集中土地出讓利潤率不及預期，以及政策持續加碼，短期房企估值或仍將承壓，但隨着 8 月各大房企迎來集中中報期，板塊估值將得到修復。從 “三道紅線”、房貸集中管理、土拍 “兩集中” 到拿地銷售比 40% 紅線，落實了從融資端到投資端的透明化管理，行業整體發展在經歷調整後將更趨良性，向 “管理運營驅動” 轉化，利好管理紅利、土儲充裕、資金、市場研判、運營管理、產品力、營銷能力等綜合實力強勁的頭部房企。（證券時報）
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