--- title: "《大行》星展料楼市已见底有利长实卖楼 升目标价至 51.6 元续吁「买入」" description: "星展研究报告指出,长实旗下的启德项目「花语海」已获批预售,将成为今年的重点推售项目。香港住宅市场自去年第四季已见底,需求改善将利好「花语海」销售。预计其他项目也将获得良好反应,推动股价上行。尽管英国酒吧业务面临成本压力,基建及公用事业资产盈利稳定。目标价由 45.2 元升至 51.6 元,维持「买入」评级。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276556320.md" published_at: "2026-02-23T02:10:43.000Z" --- # 《大行》星展料楼市已见底有利长实卖楼 升目标价至 51.6 元续吁「买入」 > 星展研究报告指出,长实旗下的启德项目「花语海」已获批预售,将成为今年的重点推售项目。香港住宅市场自去年第四季已见底,需求改善将利好「花语海」销售。预计其他项目也将获得良好反应,推动股价上行。尽管英国酒吧业务面临成本压力,基建及公用事业资产盈利稳定。目标价由 45.2 元升至 51.6 元,维持「买入」评级。 星展研究报告指,长实 (01113.HK) 旗下启德项目「花语海」第一及第二期已获批预售楼花同意书,将成为集团今年的重点推售项目。自去年第四季以来,本港住宅市场已走出谷底,各类物业需求均见改善,将有利「花语海」日后销售。该行认为,随着该项目以及元朗和锦田另外两个项目按计划推出市场,预期将获得良好反应,为股价提供上行潜力。 其他业务方面,英国酒吧业务正面临持续的成本通胀压力,加上宏观环境挑战限制消费者开支,令加价空间有限。相比之下,基建及公用事业资产营运的盈利则维持稳定。集团去年同意出售其英国铁路资产权益,预计 2026 财年将录得可观的出售收益。 该行认为集团的资产负债表稳健,目标价由 45.2 元升至 51.6 元,维持「买入」评级。 ### Related Stocks - [01113.HK - 长实集团](https://longbridge.com/zh-CN/quote/01113.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Lenovo's Record Quarter Powers AI Ambition | Lenovo reported a record Q3 25/26 with an 18% revenue increase to USD 22.2bn, driven by a 72% rise in AI-related sales. | [Link](https://longbridge.com/zh-CN/news/276573140.md) | | Olympics-Ice hockey-Captain Knight bows out on a high as US win gold | Hilary Knight, the U.S. ice hockey captain, concluded her Olympic career on a high note by scoring a crucial goal that l | [Link](https://longbridge.com/zh-CN/news/276392551.md) | | Olympics-Curling-South Korea's '5G' team braced for Canada test | South Korea's women's curling team, known as the '5G' team, faces a crucial match against top-ranked Canada in the Winte | [Link](https://longbridge.com/zh-CN/news/276256016.md) | | Guosheng Securities Sticks to Their Buy Rating for Lenovo Group (LNVGF) | Guosheng Securities has reaffirmed its Buy rating for Lenovo Group (LNVGF) with a price target of HK$12.40. This follows | [Link](https://longbridge.com/zh-CN/news/276565608.md) | | Olympics-Ice hockey-Canada's injured captain Crosby not in lineup for gold medal game | Canada's captain Sidney Crosby will not play in the Olympic men's ice hockey gold medal game against the U.S. due to an | [Link](https://longbridge.com/zh-CN/news/276534875.md) | --- > **免责声明**:本文内容仅供参考,不构成任何投资建议。