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重点要闻
行业更新 | 香港房地产
香港主要地产发展商的利润率正在回升,净负债比率亦有所下降。新鸿基地产控股股东自9月11日以来已增持240万股,而近期的回调则推高了收益率。 2026年首8个月住宅楼价上升7.0%,租金亦创下新高,但受内地离岸资金规则收紧及HIBOR走高影响,6月至8月的成交量几乎减半。我们预计2026年全年楼价将会整固。维持「与大市一致」评级;首选股:新鸿基地产、嘉里建设及领展房产基金。
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