---
title: "《大行》汇丰研究：上海楼市措施松绑有助增强市场信心 偏好润地建发新城"
description: "汇丰研究报告指出，上海放宽购房限制及增加住房公积金支持，有助增强市场信心，预计将推动楼市回稳。该行偏好华润置地、建发国际及新城发展，均给予「买入」评级，目标价分别为 39 元、20.1 元及 2.4 元。同时，中国海外发展也值得关注，给予「持有」评级，目标价 14.7 元。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/276976603.md"
published_at: "2026-02-26T02:54:24.000Z"
---

# 《大行》汇丰研究：上海楼市措施松绑有助增强市场信心 偏好润地建发新城

> 汇丰研究报告指出，上海放宽购房限制及增加住房公积金支持，有助增强市场信心，预计将推动楼市回稳。该行偏好华润置地、建发国际及新城发展，均给予「买入」评级，目标价分别为 39 元、20.1 元及 2.4 元。同时，中国海外发展也值得关注，给予「持有」评级，目标价 14.7 元。

汇丰研究发表研究报告指，上海近期进一步放宽购房限制及增加住房公积金支持，政策出台时机及时，将可配合即将来临的销售旺季，预期有助於增强市场对楼价回稳的信心，或能带动板块持续强势。

该行继续偏好华润置地 (01109.HK)、建发国际 (01908.HK) 及新城发展 (01030.HK)，均予「买入」评级，目标价分别为 39 元、20.1 元及 2.4 元。汇丰研究认为中国海外发展 (00688.HK) 亦值得关注，给予「持有」评级，看好其土地储备高度集中於一线城市，可受惠於楼市复苏，目标价 14.7 元。

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