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重點要聞
行業更新 | 香港房地產
香港主要地產發展商的利潤率正在回升,淨負債比率亦有所下降。新鴻基地產控股股東自9月11日以來已增持240萬股,而近期的回調則推高了收益率。2026年首8個月住宅樓價上升7.0%,租金亦創下新高,但受內地離岸資金規則收緊及HIBOR走高影響,6月至8月的成交量幾乎減半。我們預計2026年全年樓價將會整固。維持「與大市一致」評級;首選股:新鴻基地產、嘉裡建設及領展房產基金。
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