智通财经APP获悉，美联集团(01200)涨超7%，截至发稿，涨7.2%，报2.83港元，成交300.26万港元。 消息面上，1月28日，美联集团发布公告，根据对集团截至2025年11月30日止11个月的未经审核综合管 理账目的初步审阅，并根据集团现有的资料，该管理账目取得除所得税前溢利约港币4.6亿元，较截至 2024年12月31日止全年度的除所得税前溢利约港币3.71亿元，超出多于20%。因此，预期集团于截至 2025年12月31日止年度将取得显著的盈利上升。 集团预期盈利上升乃主要基于截至2025年11月30日止11个月期间，集团旗下所有业务单位的亮丽表现， 尤其是"美联物业"及"香港置业"。此上升源于 在住宅市场持续复苏期间，集团致力透过一系列管理措 施成功实现集团业务增长；提升集团于一手及二手住宅市场的市场占有率；及集团持续致力提升营运效 率，专注于保留及吸引顶尖人才，为客户提供优质服务。 ...

Group 1: Market Overview - Since the low point in March 2025, Hong Kong residential prices have rebounded over 4% [1] - Positive signs for continued recovery in the residential market include resilient stock market performance, suppressed demand being released, and strong transaction volumes [1] - The bank anticipates a further rebound of approximately 5% in property prices by the end of 2026 [1] Group 2: Market Dynamics - There is a decline in the number of listings in the secondary market, and more transactions are occurring above valuation prices, fueling a "fear of missing out" sentiment [1] - Interest from mainland buyers remains strong, with expected structural population growth [1] - The financial sector is recovering, contributing significantly to Hong Kong's GDP [1] Group 3: Risks and Preferences - The bank's constructive outlook is contingent on the continued resilience of the Hang Seng Index, as the real estate market is driven by sentiment [1] - Preferred developers include Sino Land (00083) with a low risk profile and a 6% dividend yield, followed by Henderson Land (00012) with a higher dividend yield of 6.6%, albeit with some risk of dividend cuts [2] - The bank would consider buying New World Development (00016) if its stock price falls to around HKD 85 [2]