大行评级丨小摩:相信内房板块在4月中央政治局会议前或保持韧性,首选华润置地、华润万象生活等
Ge Long Hui·2026-02-05 04:58

Group 1 - The core viewpoint of the report is that it is too early to assert that the mainland property market has stabilized, with expectations of resilience in the sector before the Central Political Bureau meeting in late April, but high volatility is still anticipated [1] - The preferred stocks are China Resources Land, China Resources Mixc Lifestyle, and China Jinmao, all rated "Buy" with target prices of HKD 35, HKD 46.5, and HKD 1.75 respectively, indicating confidence in their fundamentals to outperform the market [1] - The report suggests that Longfor is expected to provide the best risk-reward ratio in a potential rebound driven by policy, also rated "Buy" with a target price of HKD 13 [1]

CHINA RES LAND-大行评级丨小摩:相信内房板块在4月中央政治局会议前或保持韧性,首选华润置地、华润万象生活等 - Reportify