房地产领涨 板块估值正在底部提升

发布时间:2019-12-26

 

江西11选5XINLANGCAIJINGXUN 12YUE26RIZAOPAN,FANGDICHANBANHEJIANZHUCAILIAOKUAILINGZHANGLIANGSHI。JIEZHIFAGAO,SHENWANYIJIXINGYEZHISHUZHONG,JIANZHUCAILIAOBANKUAISHANGZHANG2.09%,FANGDICHANBANKUAISHANGZHANG2.04%。

ZAIJINGGUOYANGEDIAOKONG,FANGQIRONGZISHOUJINZHIHOU,FANGDICHANXINGYEJINGQIDURUHE?CILUNFANGDICHANBANKUAIDESHANGZHANGYIWEIZHESHENME?

江西11选5XINLANGJINQILIN(603586,GUBA)ZUIJIAFENXISHIGUANGFAZHENGQUAN(000776,GUBA)LEJIADONGTUANDUIZAIFANGDICHANXINGYE11YUEGONGSIYUEBAOZHONGBIAOSHI,FANGQICHONGCIQUANMIANMUBIAO,BANKUAIGUZHIDIBUTISHENG。MUQIAN36 JIAGONGBUXIAOSHOUMUBIAODEFANGQIQIAN11YUEPINGJUNXIAOSHOUJIHUAWANCHENGLVWEI91.4%,GAOYU13 NIANYILAILISHISHUIPING,FANGQIZHENGTIXIAOSHOUJINDUFUHEYUQI。

QIHEXINGUANDIANRUXIA:

FANGQIXIAOSHOU:FANGQIXIAOSHOUZENGSUWENDING,FANGQIMUBIAOWANCHENGQINGKUANGFUHEYUQI。11 YUEZHONGDIANGENZONGFANGQISHIXIANXIAOSHOUJINE8167 YIYUAN,TONGBIZENGZHANG29.3%,ZENGSUJIAO10 YUEKUODA0.4pct,ZI9 YUEYILAI,ZHONGDIANGENZONGFANGQIDANYUEXIAOSHOUJINELIANXU3 GEYUECHAOGUO8000 YIYUAN,FANGQIXIAOSHOUGUIMOJIZENGSUWEICHIWENDING。11 YUETOUBUFANGQIXIAOSHOUCHIXUFALI,BIGUIYUANZHONGHUIXIAOGUAN,RONGCHUANGZHONGGUO、ZHONGNANJIANSHE(000961,GUBA)、JIAZHAOYEJITUAN、RONGXINZHONGGUOCHUANGXIADANYUEXIAOSHOUGUIMOJILU,SHIMAOFANGDICHAN、YANGGUANGCHENG(000671,GUBA)、JINKEGUFEN(000656,GUBA)、ZHONGLIANGKONGGU、LONGGUANGDICHANYU11 YUETIQIANWANCHENGQUANNIANJIHUA。 36 JIAGONGBUXIAOSHOUMUBIAODEFANGQIQIAN11YUEPINGJUNXIAOSHOUJIHUAWANCHENGLVWEI91.4%,GAOYU13 NIANYILAILISHISHUIPING,FANGQIZHENGTIXIAOSHOUJINDUFUHEYUQI。

FANGQINADI:11 YUEZHULIUFANGQITUDITOUZILIDUHUISHENG。13 JIAZHULIUFANGQI11 YUENADIJINE1144 YIYUAN,TONGBISHANGSHENG19%,ZHAN300 CHENGSHANGZHUYONGDIDEBILILIANXULIANGGEYUESHANGSHENG16pct ZHI33%,ZHULIUFANGQINADIJIJIXINGTIGAO。CONGQIAN11 YUELAIKAN,RONGCHUANGNADIGUIMOJIZENGSUPAIMINGDIYI,ZHONGHAI、JINKE、JINMAO、YANGGUANGCHENGNADIYUXIAOSHOUGUIMOJUNCHIXUKUOZHANG,HENGDA、BIGUIYUANLIANGJIALUNGENGXINGFANGQINADIGUIMOJIAO18 NIANTONGQIYOUSUOXIAJIANG。11 YUE13 JIAZHULIUFANGQIJINRUXINCHENGSHI(300778,GUBA)JIEZOUFANGHUAN,SANSIXIANFANGQINADIMAOLILVSHUIPINGHUISHENGZHI33%,NADIZHILIANGBIANJIGAISHAN。

江西11选5FANGQIRONGZI:RONGZIGUIMOCHIXUHUILUO,LONGTOURONGZICHENGBENWEICHIWENDING。CONGZHENGTIXINYONGZHAI、HAIWAIZHAIGUIMOLAIKAN,MEINIANJINGRONGZIGUIMOZHUBUXIAJIANG,10 NIANZHI19 NIANQIAN11YUE,LEIJIDEXINYONGZHAIJIHAIWAIZHAICUNLIANGGUIMO3.04 YIYUAN,JIAO18 NIANMOZENGZHANG2.3%。

GENJUDANGQIANCUNLIANGTUISUAN,YUJI20 NIANXINYONGZHAI+HAIWAIZHAIDAOQIGUIMO8207 YIYUAN,ZIJINMIANDEDAOQIYALIRENGJIANGYANXU。DANYUELAIKAN,11 YUEA GUFANGQIZHAIQUANRONGZIGUIMO553 YIYUAN,TONGBIXIAJIANG27%,QIZHONGZHULIUFANGQIRONGZIGUIMO356 YIYUAN,TONGBISHANGSHENG8%。CHENGBENFANGMIAN,11 YUEFANGQIJINGNEIZHAIQUANRONGZICHENGBENWEI5.8%,HUANBISHANGSHENG0.5pct,ZHUYAOSHOUZHONGPIAODENGJIEGOUXINGYINSUYINGXIANG。HAIWAIZHAIRONGZICHENGBENWEI6.7%,HUANBIXIAJIANG1.3pct。ZHENGTILAIKAN,ZHULIUFANGQIJINGNEIWAIRONGZICHENGBENRENGWEICHIWENDING。

FANGQIGUZHI:XINGYEJINGQIDUXIAXING,DICHANBANKUAIGUZHIDIBUTISHENG。BENYUEHUSHENSHICHANGFANGDICHANGUBIAOXIANJIAOJIA,SHENWANFANGDICHANBANKUAIZHISHUDANGYUEJUEDUISHOUYIWEI9.2%,XIANGDUISHOUYIWEI6.4%。18 NIANCHUJI19 NIANCHUFANGDICHANJIBENMIANXIAXING、ZHENGCEYUQIFANGSONG,BANKUAIZOUCHUXITONGXINGXINGQING,DANGQIANSHICHANGJIBENMIANYU19 NIANCHUJIEJIN,SUIZHESHICHANGJINGQIDUJINYIBUXIAXING,2020 NIANYIERJIDUZHENGCEHUANJINGKUANSONG,BANKUAIYOUWANGZAICIZOUCHUXITONGXINGXINGQING。DANGQIANA GULONGTOUFANGDICHANBANKUAIPINGJUNPE(TTM)WEI8.17,JIAO19 NIANDIDIANSHANGZHANG16.1%,DANJIAO18 NIANJI19 NIANCHUGAODIANFENBIEHUICHE51.1%、20.2%,RENGCHUGUZHIDIWEI。

FENGXIANTISHI:GONGSIGONGGAOXIAOSHOUJINADISHUJUYUDISANFANGGONGGAOSHUJUCUNZAIYIDINGCHAYI,GONGSIJINGYINGYEJIJIYINGLIQINGKUANGBUJIYUQI;ZIJINMIANZHENGCESHOUJINJINYIBUJIAMA。

他在另外一篇研报中表示,中央再提“三稳”目标,继续推荐龙头房企。

ZHONGYANGZAITI“SANWEN”MUBIAO,JIXUTUIJIANLONGTOUFANGQI。JIZHONGYANGJINGJIGONGZUOHUIYIHOU,HANZHENGFUZONGLIZAICIQIANGDIAO“SANWEN”MUBIAO,TONGSHIQIANGDIAOZHELIJIEJUEXINSHIMIN、NIANQINGQUNTIDEZHUFANGKUNNAN,WOMENRENWEIXINGYEHUANJINGCHUDIQUELI。DIFANGCENGMIAN,GUANGZHOUHUANGPUQU、HUADOUQU、NANSHAQUCHUTAIRENCAIGOUFANGYOUHUIZHENGCE,YOULIYINSUCHIXUJILEI。CONGJIBENMIANLAIKAN,12 YUEZHONGSHANGXUN,13 CHENGSHIPISHOUBISHANGSHENGZHI1.52,CHUANGNIANNEIXINGAO,BAICHENGTUDIGONGYINGLIANXULIANGZHOUHUANBIXIAHUA50%YISHANG,DANZHOUCHENGJIAOMIANJITONGBIXIAHUA52%,JINGQIDUCHIXUXIAXING。GENJUNIANDUCELVE,WOMENYUJI20 NIANXIABANNIANFANGJIATONGBIFUZENGZHANG,XINKAIGONGYUTOUZIZENGSUDOUJIANGZHUBUZOUDI,WEILAIXINGYEYUHUOBIZHENGCEHUANJINGJIANGBIANJIXIANGHAO。

BANKUAITOUZIFANGMIAN,ZAI“RONGZINAN+FANGZHUBUCHAO”BEIJINGXIA,ZHULIUQIYEJIZHONGDUJIANGJINYIBUTISHENG,QICHIXUXINGQIANGYUYIWANG,MUQIANHUANJINGXIAXUANZEYIKAOZHOUZHUANHUIKUANNEISHENGZENGZHANGQIANGDEGONGSI,YIXIANA GULONGTOUTUIJIAN:WANKEA、JINDIJITUAN(600383,GUBA)、ZHAOSHANGSHEKOU(001979,GUBA),ERXIANA GULONGTOUTUIJIAN:ZHONGNANJIANSHE、HUAFAGUFEN(600325,GUBA)、YANGGUANGCHENG、RONGSHENGFAZHAN(002146,GUBA)、LANGUANGFAZHAN(600466,GUBA),H GULONGTOUTUIJIAN:RONGCHUANGZHONGGUO、WANKEQIYE、XUHUIKONGGUJITUAN,H GULONGTOUGUANZHU:ZHONGGUOJINMAO、ZHONGGUOHAIWAIFAZHAN、HEJINGTAIFUJITUANDENG,ZILINGYUTUIJIAN:ZHONGGUOGUOMAO(600007,GUBA)、XINHUZHONGBAO(600208,GUBA)HEGUANGDAJIABAO(600622,GUBA)。

江西11选5FENGXIANTISHI:ZHENGCEDIAOKONGLIDUJINYIBUJIADA;ANJIEDAILILVCHIXUSHANGXING;XINGYEKUCUNTAISHENGKUAIYUYUQI;XINGYEJIBENMIANCHAOYUQIXIAXING;FANGDICHANSHUILIFATUIJINCHAOYUQI。

XINLANGJINQILINZUIJIAFENXISHIHAITONGZHENGQUAN(600837,GUBA)TULILEITUANDUIZAI11YUEXINGYEYUEBAOZHONGBIAOSHI,FANGDICHANQIYEXIAOSHOUHEGOUDIZENGSUYOUSUOHUISHENG,FANGDICHANBANKUAIGUZHI(PE-TTM)WEI10.71BEI,XIANGDUIHUSHEN300ZHISHUGUZHI(PE-TTM)DEZHEJIALVWEI12.83%。XINGYEXIANGDUIGUZHIJIAOQIANQIYOUSUOHUISHENG。

QIHEXINGUANDIANRUXIA:

HONGGUANXINGSHI

江西11选5JINGJIZENGSUJIAKUAI,TONGZHANGSHANGZHANG,WAIMAOZENGSUSHANGSHENG:11YUEM2TONGBIZENG8.20%,ZENGSUBI10YUEJIANGDI0.2GEBAIFENDIAN;CPITONGBIZENG4.50%,ZENGSUBI10YUETIGAO0.7GEBAIFENDIAN;MEIYUANDUIRENMINBIHUIJIAQIMO7.0298;PMIWEI50.2%,BI10YUETIGAO0.9GEBAIFENDIAN;JINCHUKOUETONGBIJIANG0.50%,BI10YUESHENG2.80GEBAIFENDIAN;SHUNCHA387.30YIMEIYUAN。

XINGYEXINGSHI

江西11选51-11YUEYIERXIANCHENGSHITUDICHENGJIAOMIANJITONGBIZENGSUXIAJIANG:1-11YUEYIERXIANTUDILEIJICHENGJIAO5.39YIPING,TONGBIZENGJIA6.71%,BI1-10YUEJIANSHAO0.93GEBAIFENDIAN,DANGYUECHENGJIAOTUDI0.40YIPING,HUANBIJIANSHAO17.3%。

江西11选51-11YUEKAIFASHANGJIEYUZIJINZENGSUYOUSUOHUISHENG:1-11YUEKAIFASHANGZIJINLAIYUANYUFANGDICHANTOUZIZHICHALEIJI3.93WANYIYUAN,TONGBIJIANG1.82%,BI1-10YUESHENG0.28GEBAIFENDIAN。

DICHANAGUDUIHGUYIJIA:12YUE20RI,LONGTOUDICHANAGU19NIANPEDONGTAI10.12BEI,JIAOLONGTOUHGUPEYIJIA27.72%。

江西11选51-11YUEKAIGONGZENGSUYOUSUOHUILUO,XIAOSHOUHEGOUDIZENGSUYOUSUOHUISHENG;1-11YUEXINKAIGONGHEXIAOSHOUZENGSUFANXIANGBIANDONG,ZENGSUCHASUOXIAO:1-11YUEGOUDI、XIAOSHOUHEXINKAIGONGFENBIELEIJITONGBI-14.20%、+0.20%、+8.60%。

TOUZIJIANYI

江西11选5WOMENRENWEI,XINGYEMIANLINDIAOKONGYALI。12YUE20RI,FANGDICHANBANKUAIGUZHI(PE-TTM)WEI10.71BEI,XIANGDUIHUSHEN300ZHISHUGUZHI(PE-TTM)DEZHEJIALVWEI12.83%。XINGYEXIANGDUIGUZHIJIAOQIANQIYOUSUOHUISHENG。

FENGXIANTISHI:XINGYEMIANLINJIAXIHEZHENGCEDIAOKONGLIANGDAFENGXIAN。

江西11选5XINLANGJINQILINXINRUIFENXISHIGUANGDAZHENGQUAN(601788,GUBA)HEMIANNANTUANDUIZAIDIANPING《GUANYUCUJINLAODONGLIHERENCAISHEHUIXINGLIUDONGTIZHIJIZHIGAIGEDEYIJIAN》SHIBIAOSHI,FANGKUANLUOHUZHENGCEYANXU,KANHAO2020NIANERXIANCHENGSHIBIAOXIAN。

QIHEXINGUANDIANRUXIA:

SHIJIAN:

JUXINHUASHEBAODAO,2019 NIAN12 YUE25 RI,ZHONGGONGZHONGYANGBANGONGTING、GUOWUYUANBANGONGTINGYINFA《GUANYUCUJINLAODONGLIHERENCAISHEHUIXINGLIUDONGTIZHIJIZHIGAIGEDEYIJIAN》(YIXIAJIANCHENG《YIJIAN》)。

HUJIGAIGEXIANGGUANBIAOTAIYU《2019 NIANXINXINGCHENGZHENHUAJIANSHEZHONGDIANRENWU》JIBENYIZHI《YIJIAN》ZHONGTICHU“YIHUJIZHIDUHEGONGGONGFUWUQIANYINQUYULIUDONG”,DUIYUBUTONGLEIXINGCHENGSHIDEHUJIZHENGCEDAOXIANGJIBENYANXULE《2019 NIANXINXINGCHENGZHENHUAJIANSHEZHONGDIANRENWU》ZHONGDEBIAOTAI:

DUIYUCHENGQUCHANGZHURENKOU300 WANYIXIADECHENGSHI,JIXU “QUANMIANQUXIAOLUOHUXIANZHI。”

DUIYUCHENGQUCHANGZHURENKOU300-500 WANDECHENGSHI,《YIJIAN》JIXUYAOQIU“QUANMIANFANGKUANLUOHUTIAOJIAN”,WEITIJI“QUANMIANQUXIAOZHONGDIANQUNTILUOHUXIANZHI”。

DUIYUCHENGQUCHANGZHURENKOU500 WANYISHANGDECHAODATEDACHENGSHI,《YIJIAN》JIXUTICHUYAO“WANSHANJIFENLUOHUZHENGCE,JINGJIANJIFENXIANGMU,QUEBAOSHEHUIBAOXIANJIAONANIANXIANHEJUZHUNIANXIANFENSHUZHANZHUYAOBILI”,WEITIJI“DAFUZENGJIALUOHUGUIMO”。

CHUHUJIZHIDUWAI,BENWENJIANJIXUQIANGDIAOLEJIBENGONGGONGFUWUJUNDENGHUA、“RENDIQIANGUAGOU”DUIYUQUYULIUDONGDEQIANYINZHICHIZUOYONG。

江西11选52019 NIANCHUZHIJINGEJIDIFANGZHENGFUGONGCHUTAI67 TIAORENCAI/LUOHUXIANGGUANZHENGCEGENJUWOMENBUWANQUANTONGJI,2019 NIANCHUZHIJIN,GEJIDIFANGZHENGFUGONGCHUTAILE67 TIAO“FANGKUANLUOHU、RENCAIYINJIN”XIANGGUANZHENGCE,QIZHONGSHENGJIZHENGCE(BUBAOKUOZHIXIASHI)8 TIAO,YIXIANCHENGSHIZHENGCE8 TIAO,ERXIANCHENGSHIZHENGCE25 TIAO,SANSIXIANCHENGSHIZHENGCE26 TIAO。ZHENGTILAIKAN,YIXIANCHENGSHIGUANGZHOUYIJIZUOWEIQUYUZHONGXINDEERXIANCHENGSHIZHENGCELIDUJIAOQIANG。

DEYIYURENCAI/LUOHUZHENGCEFANGKUAN、FANGDICHANDIAOKONG“YINCHENGSHICE”、YIJIXIANGDUIJIAOQIANGDEANJIETOUFANGRENXING,2019 NIAN1-11 YUE30 DAZHONGCHENGSHISHANGPINFANGCHENGJIAOMIANJITONGBIZENGZHANG7.1%,MINGXIANCHAOGUOTONGQIQUANGUOSHANGPINFANGXIAOSHOUMIANJIZENGSU(+0.2%)。

江西11选5ZHONGSHENNIANDUCELVEPANDUAN:2020 NIANERXIANCHENGSHIXIAOSHOUJIANGMINGXIANPAOYINGSHICHANGCONGDUANQILAIKAN,FANGKUANLUOHUXIANZHI、YINJINRENCAIZHENGCEYOUZHUYUTIZHENSHICHANGQINGXU。DIEJIA“YINCHENGSHICE”HELIYINDAOXUQIU,WOMENYUJIDIAOKONGSHIJIANJIAOZHANGDEERXIANCHENGSHI2020 NIANXIAOSHOUMIANJITONGBIZENGZHANG10%,JIANGMINGXIANPAOYINGQUANGUOFANGDICHANSHICHANG。

江西11选5CONGZHONGZHANGQILAIKAN,ERXIANCHENGSHISHIWOGUOXINXINGCHENGZHENHUADOUSHIQUAN/CHENGSHIQUNFAZHANDEZHONGYAOFANGXIANG,WEILAIZAIRENKOU、ZIBEN、TUDI、CHANYEDENGDUOFANGMIANYAOSUDEZHICHIXIA,CHENGSHIJIBENMIANQIANJINGXIANGHAO,GOUFANGXUQIUJUBEIJIAOQIANGZHICHENG。

TOUZIJIANYI

NIANMOZHONGYANGJINGJIGONGZUOHUIYIDINGDIAOPINGWEN,JIBENMIANXIAOSHOU、TOUZIXIAXINGBUSHISU。XINGYEGONGJICEGAIGEXIA,JIZHONGDUCHIXUTISHENG,FANGQIDUANQIYEJIDUIXIANHEZHONGZHANGQIYINGLIZENGZHANGCHIXUXINGJIAJUFENHUA。LONGTOUFANGQISHOURUDUANDANXINGQUEDING,YEJIZENGSUXIANGDUIWENDING,GUZHIJUYOUJIAOQIANGFANGYUXING,GUXILVXIANGDUIJIAOGAO,ZAILIUDONGXINGKUANSONGHE“ZICHANHUANG”DEQINGKUANGXIA,DUIYUKAOHEZHOUQIJIAOZHANGDEDAZIJINJUBEIPEIZHIXIYINLI。JIANYIGUANZHUA GUDEZHAOBAOWANJINHEH GUDERONGCHUANGZHONGGUOHEZHONGGUOJINMAO。TONGSHIKAOLVDAOQUANQIULIUDONGXINGKUANSONGHEWUFENGXIANLILVHUANBUXIAXINGYOULIYUCUNLIANGWUYEJIAZHIZHONGGU,JIANYIGUANZHULUJIAZUI(600663,GUBA)HEHUARUNZHIDI。

FENGXIANFENXI:

XINGYECHIXUDIAOKONG,ZHENGTIXIAOSHOUZENGSUXIAXINGCHAOYUQI;QIANQIXUQIUTOUZHIHUOPENGGAIYILAIDUJIAOGAODESANSIXIANLOUSHICUNHUIDIAOYALI;HAIKUANGAOFENGLAILIN,BUFENZHONGXIAOXINGFANGQIXINYONGFENGXIANTAISHENG