<p>建发国际集团 (01908.HK) +0.560 (+3.191%) 空头头寸 2014 万美元；比例 17.562% 连续第七个交易日上涨。该股今天（12 日）开盘上涨 0.57%，一度上涨 4.27%，达到 18.3 港元的高点。目前交易价格为 18.12 港元，上涨 3.25%，成交量为 1547.03 万股，涉及 2.79 亿港元。</p>
<p>汇丰研究发布报告，对建发国际集团的追赶潜力表示乐观，认为其股价表现可能在三个潜在改善领域缩小差距。该券商指出，尽管公司年初至今股价仅上涨 12%，落后于行业平均增长 29%，但土地供应增加，5 月和 6 月的土地补充速度可能加快，支持销售势头并改善中长期增长前景。此外，杭州 “启虎云庄” 项目的强劲推出以及厦门二手房交易的反弹预计将进一步支持股价。</p>
<p>该券商还分析了公司的股东结构正在演变，南向资金持股持续上升，逐渐取代部分外国投资者。大型外国长期基金尚未建立实质性头寸。再加上其估值不高，预计 2026 年市盈率仅为 7.7 倍，股息收益率为 6.5%，这为进一步重新评级留出了空间。流动性也有所改善，三个月平均日成交量达到 1200 万美元。</p>
<p>汇丰研究重申对建发国际集团的买入评级，维持目标价为 19.9 港元。（ad/j）（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 5 月 12 日 12:25。）</p>

建发国际集团

<p>建发国际集团连续第七个交易日上涨超过 3%，目前交易价格为 18.12 港元。汇丰研究对公司的潜力持乐观态度，指出其股价落后于行业平均水平。支持增长的因素包括土地供应增加、杭州项目强劲推出以及厦门二手房交易的反弹。不断变化的股东结构和有利的估值，预计市盈率为 7.7 倍，股息收益率为 6.5%，暗示进一步的上涨空间。汇丰维持 “买入” 评级，目标价为 19.9 港元</p>

<p>C&amp;D INTL GROUP (01908.HK) +0.560 (+3.191%)  Short selling $20.14M; Ratio 17.562%  extended its rally to a seventh consecutive trading day. The stock opened 0.57% higher today (12th) and once rose 4.27% to a peak of HKD18.3. It is now trading at HKD18.12, up 3.25%, with turnover of 15.4703 million shares, involving HKD279 million.</p>
<div class="lb-trans"><p>建发国际集团 (01908.HK) +0.560 (+3.191%) 空头头寸 2014 万美元；比例 17.562% 连续第七个交易日上涨。该股今天（12 日）开盘上涨 0.57%，一度上涨 4.27%，达到 18.3 港元的高点。目前交易价格为 18.12 港元，上涨 3.25%，成交量为 1547.03 万股，涉及 2.79 亿港元。</p>
</div><p>HSBC Research issued a report expressing optimism about C&amp;D INTL GROUPs catch-up potential, believing its share price performance could narrow the gap under three areas of potential improvement. The broker noted that although the companys share price has risen only 12% year to date, lagging the industrys average gain of 29%, land supply has increased and its land replenishment pace in May and June may accelerate, supporting sales momentum and improving medium- to long-term growth prospects. In addition, the strong launch of the &#34;Qihu Yunzhuang&#34; project in Hangzhou and a rebound in secondary home transactions in Xiamen are expected to provide further support to the share price.</p>
<div class="lb-trans"><p>汇丰研究发布报告，对建发国际集团的追赶潜力表示乐观，认为其股价表现可能在三个潜在改善领域缩小差距。该券商指出，尽管公司年初至今股价仅上涨 12%，落后于行业平均增长 29%，但土地供应增加，5 月和 6 月的土地补充速度可能加快，支持销售势头并改善中长期增长前景。此外，杭州 “启虎云庄” 项目的强劲推出以及厦门二手房交易的反弹预计将进一步支持股价。</p>
</div><p>The broker also analyzed that the companys shareholder structure is evolving, with southbound capital holdings continuing to rise and gradually replacing some foreign investors. Large foreign long-only funds have yet to build substantial positions. Coupled with its undemanding valuation with a forecast 2026 PE of only 7.7x and a dividend yield of 6.5% this leaves room for further re-rating. Liquidity has also improved, with the three-month average daily turnover reaching USD12 million.</p>
<div class="lb-trans"><p>该券商还分析了公司的股东结构正在演变，南向资金持股持续上升，逐渐取代部分外国投资者。大型外国长期基金尚未建立实质性头寸。再加上其估值不高，预计 2026 年市盈率仅为 7.7 倍，股息收益率为 6.5%，这为进一步重新评级留出了空间。流动性也有所改善，三个月平均日成交量达到 1200 万美元。</p>
</div><p>HSBC Research reiterated its Buy rating on C&amp;D INTL GROUP, maintaining its TP at HKD19.9. (ad/j)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-12 12:25.)</p>
<div class="lb-trans"><p>汇丰研究重申对建发国际集团的买入评级，维持目标价为 19.9 港元。（ad/j）（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 5 月 12 日 12:25。）</p>
</div>

C&D INTL GROUP  Gains Over 3% for Seventh Straight Session; HSBC Research Sees Catch-up Potential

AASTOCKS News

建发国际集团连续第七个交易日上涨超过 3%；汇丰研究认为其具有追赶潜力