星展发布研报称，随着需求全面回暖，香港住宅市场正触底回升，预计新楼供应将由今年或明年起逐步 减少。在供需前景改善下，住宅市场复苏势头有望持续，对美联集团(01200)构成利好。该行预测今年 住宅楼价将上升5%至10%，一手及二手市场成交量分别增长5%及8%，应能推动美联集团盈利，并带动 股价上升，升2025至26年盈利预测29%及22%;予美联集团"买入"评级，目标价上调至3.61港元。 ...

智通财经APP获悉，星展发布研报称，随着需求全面回暖，香港住宅市场正触底回升，预计新楼供应将 由今年或明年起逐步减少。在供需前景改善下，住宅市场复苏势头有望持续，对美联集团(01200)构成 利好。该行预测今年住宅楼价将上升5%至10%，一手及二手市场成交量分别增长5%及8%，应能推动美 联集团盈利，并带动股价上升，升2025至26年盈利预测29%及22%; 予美联集团"买入"评级，目标价上 调至3.61港元。 ...

Core Viewpoint - Hong Kong real estate stocks are experiencing a collective rise, with significant increases in major companies' stock prices, indicating a positive trend in the market [1] Group 1: Market Performance - Henderson Land (00012) increased by 4.04% to HKD 29.38 - Wharf Holdings (00004) rose by 3.29% to HKD 21.98 - Sun Hung Kai Properties (00016) saw a 0.72% increase to HKD 98.25 [1] Group 2: Market Recovery Indicators - Since the low point in March 2025, Hong Kong residential prices have rebounded over 4% - Positive signs for continued recovery include resilient stock market performance, strong transaction volumes, and banks raising property valuations - The number of listings in the secondary market is decreasing, and more transactions are occurring above valuation prices, fostering a "fear of missing out" sentiment [1] Group 3: Future Predictions - JPMorgan forecasts a further rebound of approximately 5% in property prices by the end of 2026 - The outlook is contingent on the sustained resilience of the Hang Seng Index, as the real estate market is driven by sentiment [1]