金吾财讯 | 中信证券表示，认为内地房地产市场想要步入正循环，无法离开财税政策的发力。企业项目盈利高度相关的企业所得税和土地增值税应有大幅减负的空间，而部分区域也有能力率先打破资产价格下行的负循环，修复政府性基金收入。当前上海二手房价率先有企稳迹象，但市场整体复苏仍然任重道远。该行看好安全边际高的开发龙头和运营服务企业，推荐华润置地(01109)、美的置业(03990)、华润万象生活(01209)、贝壳(02423)、万物云(02602)等公司。
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【券商聚焦】中信证券：内地房地产市场想要步入正循环 无法离开财税政策的发力
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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