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重點要聞
行業更新 | 中國房地產
二手房銷售在2026年9月跑贏新房銷售。三個一線城市的二手房銷售按年增長7.9%,而一線城市新房銷售建築面積則增長1.5%。在一線城市中,2026年10月1日至11日期間新房和二手房銷售分別按年增長44%/54%,儘管一線城市二手房掛牌價按月下跌0.3%。涉足中介和裝修業務的物管公司將會受惠。對中國房地產行業及其地產和物管板塊維持「跑輸大市」評級。首選股為華潤萬象生活和中國海外發展。
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