<p>在報告中，美銀證券表示，中國房地產市場仍處於復甦的早期階段。4 月份，中國住宅合同銷售同比增長 18%，而一線城市也顯示出更多的穩定跡象。因此，該券商將優質開發商的目標價平均上調了 13%。</p>
<p>儘管其之前並不一致的看漲觀點逐漸獲得了更廣泛的市場認可，但整體投資者的持倉仍然相對較輕，許多人仍在質疑復甦的可持續性。</p>
<p>該券商的首選股票包括華潤置地 (01109.HK) +0.760 (+2.067%) 空頭頭寸 $308.93M; 比率 40.505%，中國海外 (00688.HK) +0.430 (+2.701%) 空頭頭寸 $197.65M; 比率 23.850% 和建發國際集團 (01908.HK) +0.490 (+2.901%) 空頭頭寸 $31.08M; 比率 13.171%。它對物業管理行業也持積極態度，偏好華潤萬象 (01209.HK) +0.100 (+0.199%) 空頭頭寸 $16.74M; 比率 37.209% 和綠城服務 (02869.HK) +0.030 (+0.624%) 空頭頭寸 $262.26K; 比率 3.725%。</p>
<p>美銀證券將華潤置地的目標價從 HKD43 上調至 HKD49，將中國海外 (00688.HK) +0.430 (+2.701%) 空頭頭寸 $197.65M; 比率 23.850% 的目標價從 HKD14.5 上調至 HKD17，將建發國際集團的目標價從 HKD17.2 上調至 HKD20，所有股票均被評級為買入。它還將越秀地產 (00123.HK) +0.100 (+2.203%) 空頭頭寸 $8.48M; 比率 17.300% 的目標價從 HKD4.6 上調至 HKD5，維持買入評級。</p>
<p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026 年 5 月 11 日 12:25。）</p>

華潤置地

中國置業投資

越秀地產

房地產ETF

華夏中證全指房地產ETF

華寶中證800地產ETF

南方中證全指房地產ETF

廣發中證全指金融地產ETF

<p>美銀證券報告稱，中國房地產市場正在初步復甦，4 月份住宅銷售同比增長 18%。他們將優質開發商的目標價格平均上調了 13%，首選包括華潤置地、中國海外和建發國際集團。這些公司及越秀地產的目標價格均有所上調，評級均為買入。儘管樂觀的前景獲得認可，但投資者對復甦的可持續性仍持謹慎態度</p>

<p>In its report, BofA Securities said that the Chinese property market remains in the early stage of recovery. In April, Chinese residential contracted sales grew 18% YoY, while tier-one cities also showed more signs of stabilization. As a result, the broker raised TP for quality developers by an average of 13%.</p>
<div class="lb-trans"><p>在報告中，美銀證券表示，中國房地產市場仍處於復甦的早期階段。4 月份，中國住宅合同銷售同比增長 18%，而一線城市也顯示出更多的穩定跡象。因此，該券商將優質開發商的目標價平均上調了 13%。</p>
</div><p>Although its previously non-consensus bullish view has gradually gained broader market recognition, overall investor positioning remains relatively light, with many still questioning the sustainability of the recovery.</p>
<div class="lb-trans"><p>儘管其之前並不一致的看漲觀點逐漸獲得了更廣泛的市場認可，但整體投資者的持倉仍然相對較輕，許多人仍在質疑復甦的可持續性。</p>
</div><p>The broker's top picks are CHINA RES LAND (01109.HK) +0.760 (+2.067%)  Short selling $308.93M; Ratio 40.505%  , CHINA OVERSEAS (00688.HK) +0.430 (+2.701%)  Short selling $197.65M; Ratio 23.850%  and C&amp;D INTL GROUP (01908.HK) +0.490 (+2.901%)  Short selling $31.08M; Ratio 13.171%  . It was also positive on the property management sector, favoring CHINA RES MIXC (01209.HK) +0.100 (+0.199%)  Short selling $16.74M; Ratio 37.209%  and GREENTOWN SER (02869.HK) +0.030 (+0.624%)  Short selling $262.26K; Ratio 3.725%  .</p>
<div class="lb-trans"><p>該券商的首選股票包括華潤置地 (01109.HK) +0.760 (+2.067%) 空頭頭寸 $308.93M; 比率 40.505%，中國海外 (00688.HK) +0.430 (+2.701%) 空頭頭寸 $197.65M; 比率 23.850% 和建發國際集團 (01908.HK) +0.490 (+2.901%) 空頭頭寸 $31.08M; 比率 13.171%。它對物業管理行業也持積極態度，偏好華潤萬象 (01209.HK) +0.100 (+0.199%) 空頭頭寸 $16.74M; 比率 37.209% 和綠城服務 (02869.HK) +0.030 (+0.624%) 空頭頭寸 $262.26K; 比率 3.725%。</p>
</div><p>BofA Securities raised the TP for CHINA RES LAND to HKD49 from HKD43, for CHINA OVERSEAS (00688.HK) +0.430 (+2.701%)  Short selling $197.65M; Ratio 23.850%  to HKD17 from HKD14.5, and for C&amp;D INTL GROUP to HKD20 from HKD17.2, with all being rated Buy. It also lifted the TP for YUEXIU PROPERTY (00123.HK) +0.100 (+2.203%)  Short selling $8.48M; Ratio 17.300%  to HKD5 from HKD4.6, maintaining a Buy rating.</p>
<div class="lb-trans"><p>美銀證券將華潤置地的目標價從 HKD43 上調至 HKD49，將中國海外 (00688.HK) +0.430 (+2.701%) 空頭頭寸 $197.65M; 比率 23.850% 的目標價從 HKD14.5 上調至 HKD17，將建發國際集團的目標價從 HKD17.2 上調至 HKD20，所有股票均被評級為買入。它還將越秀地產 (00123.HK) +0.100 (+2.203%) 空頭頭寸 $8.48M; 比率 17.300% 的目標價從 HKD4.6 上調至 HKD5，維持買入評級。</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-11 12:25.)</p>
<div class="lb-trans"><p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026 年 5 月 11 日 12:25。）</p>
</div>

BofAS: CN Property Mkt Still in Early Recovery; TPs Lifted for CHINA RES LAND, CHINA OVERSEAS, C&D INTL GROUP, YUEXIU PROPERTY

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美銀證券表示，中國房地產市場仍然處於早期復甦階段，並上調了華潤置地、中國海外、建發國際集團和越秀地產的目標價格