保利发展(600048)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

600048 保利发展

已收盘 04-25 15:00:00

{"stockData":{"symbol":"600048","market":"SH","secType":"STK","nameCN":"保利发展","latestPrice":8,"timestamp":1714028400000,"preClose":8,"halted":0,"volume":91547330,"delay":0,"floatShares":11970000000,"shares":11970000000,"eps":0.4835,"marketStatus":"已收盘","marketStatusCode":5,"change":0,"latestTime":"04-25 15:00:00","open":8,"high":8.13,"low":7.92,"amount":735000000,"amplitude":0.0263,"askPrice":8.01,"askSize":4531,"bidPrice":8,"bidSize":5065,"shortable":0,"etf":0,"ttmEps":0.4835,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1714095000000},"adr":0,"adjPreClose":8,"symbolType":"stock","openAndCloseTimeList":[[1714008600000,1714015800000],[1714021200000,1714028400000]],"highLimit":8.8,"lowLimit":7.2,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":11970443418,"pbRate":0.5,"roa":"--","roe":"6.13%","epsLYR":1.01,"committee":0.278691,"marketValue":95764000000,"floatMarketCap":95764000000,"peRate":16.546018,"changeRate":0,"turnoverRate":0.0076,"status":2},"requestUrl":"/m/hq/s/600048/","defaultTab":"news","newsList":[{"id":"2430422423","title":"国信证券给予保利发展买入评级 业绩短期承压 土储持续优化","url":"https://stock-news.laohu8.com/highlight/detail?id=2430422423","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2430422423?lang=zh_cn&edition=full","pubTime":"2024-04-25 15:56","pubTimestamp":1714031760,"startTime":"0","endTime":"0","summary":"国信证券04月25日发布研报称，给予保利发展（600048.SH，最新价：8元）买入评级。评级理由主要包括：1）归母净利下降34.1%，分红承诺提振信心；2）市占率提升，土储持续优化；3）财务健康，融资成本低。风险提示：房价下跌幅度超预期，公司毛利率不及预期，政策放松实际效果不及预期，销售复苏进度不及预期，公司财务风险超预期。AI点评：保利发展近一个月获得11份券商研报关注，买入7家。（文章来源：每日经济新闻）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251557578b520783&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251557578b520783&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430339424","title":"保利发展(600048)2023年年报点评：聚焦现金流","url":"https://stock-news.laohu8.com/highlight/detail?id=2430339424","media":"国泰君安","top":-1,"share":"https://www.laohu8.com/m/news/2430339424?lang=zh_cn&edition=full","pubTime":"2024-04-25 15:14","pubTimestamp":1714029277,"startTime":"0","endTime":"0","summary":"2023年公司实现营业收入3468亿元，同比增长23.4%，实现归母净利润121亿元，同比减少34.1%。公司增收不增利，因此下调2024-2025年EPS分别至0.95/1.01元(原1.09/1。24元)，新增2026年EPS为1.10元。公司计提约50亿减值，若房价企稳，则利润率有望在2026年改善。2024年计划新开工同比增加20.7%，计划竣工同比减少16.1%。考虑到回购股份，公司2023年度现金分红率为42.4%，且2024年、2025年度现金分红率也不低于40%，预计2024年股息率将提升至4.8%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042515302987ae0992&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042515302987ae0992&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430426461","title":"保利发展(600048)：业绩短期承压 土储持续优化","url":"https://stock-news.laohu8.com/highlight/detail?id=2430426461","media":"国信证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2430426461?lang=zh_cn&edition=full","pubTime":"2024-04-25 14:54","pubTimestamp":1714028045,"startTime":"0","endTime":"0","summary":"归母净利下降34.1%，分红承诺提振信心。公司增收不增利的主要原因是项目结转毛利率下降，以及公司结合当前市场情况拟对部分项目计提资产减值准备。市占率提升，土储持续优化。投资建议：受毛利率下降和计提减值等因素影响，公司2023 年业绩承压，随着优质项目的逐渐结转，公司未来的毛利率有望逐渐企稳。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042514540987ade5ce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042514540987ade5ce&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430457446","title":"保利发展：目前不存在偿债压力，2023年新增融资成本3.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2430457446","media":"地产k线","top":-1,"share":"https://www.laohu8.com/m/news/2430457446?lang=zh_cn&edition=full","pubTime":"2024-04-25 11:57","pubTimestamp":1714017456,"startTime":"0","endTime":"0","summary":"乐居财经 徐迪4月25日上午，保利发展举行2023年度业绩暨现金分红说明会。现金流及融资方面，管理层表示，保利发展目前不存在偿债压力，所有境外债券已清偿完毕，境内债券等均如期付息兑付。同时，公司拥有优秀的信用基础和融资能力，各种融资渠道畅通，2023年新增融资1371亿元，综合成本仅3.14%，且逐月下降。相关公司：保利发展sh600048","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251159008b5155e9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251159008b5155e9&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430463446","title":"保利发展：上市以来累计分红581亿元，未来分红提至40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2430463446","media":"地产k线","top":-1,"share":"https://www.laohu8.com/m/news/2430463446?lang=zh_cn&edition=full","pubTime":"2024-04-25 11:52","pubTimestamp":1714017149,"startTime":"0","endTime":"0","summary":"乐居财经 徐迪4月25日上午，保利发展举行2023年度业绩暨现金分红说明会。对于回购计划，管理层回应称，保利发展历来重视投资者回报，上市以来已累计完成现金分红581亿元，远超公司股权融资规模。2023年以来，公司积极开展各项市值管理工作，以现金回购公司股份10亿元、实控人保利集团累计增持2.5亿元，并在行业资金面普遍紧张的背景下，修订《2023-2025年股东回报规划》将现金分红提升至40%，切实提高股东回报。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251153508b515298&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251153508b515298&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430446468","title":"保利发展：增量项目占存货比重逐步提升，预计可带动整体毛利率企稳","url":"https://stock-news.laohu8.com/highlight/detail?id=2430446468","media":"地产k线","top":-1,"share":"https://www.laohu8.com/m/news/2430446468?lang=zh_cn&edition=full","pubTime":"2024-04-25 11:52","pubTimestamp":1714017149,"startTime":"0","endTime":"0","summary":"乐居财经 徐迪4月25日上午，保利发展（600048.SH）举行2023年度业绩暨现金分红说明会。管理层表示，土地市场较高价格获取项目陆续进入结转周期，叠加售价下行，导致公司2023年结转毛利率同比下降，叠加计提减值等因素，导致出现净利率下降。公司增量项目毛利率较高（如，2022年获取项目销售毛利率超20%），且占存货比重逐步提升，预计可带动公司整体毛利率企稳甚至回升相关公司：保利发展sh600048","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251154318b51531d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404251154318b51531d&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430044645","title":"保利发展：经减值测试，项目可变现净值可覆盖存货余额","url":"https://stock-news.laohu8.com/highlight/detail?id=2430044645","media":"地产k线","top":-1,"share":"https://www.laohu8.com/m/news/2430044645?lang=zh_cn&edition=full","pubTime":"2024-04-25 11:47","pubTimestamp":1714016851,"startTime":"0","endTime":"0","summary":"乐居财经 徐迪4月25日上午，保利发展举行2023年度业绩暨现金分红说明会。近年在新项目获取中，保利发展保持聚焦市场更为稳健的核心城市与核心区域项目，在应对市场变化中将占据更为有利的位置。减值方面，公司2023年底存货经减值测试，除已计提跌价准备的部分存货外，公司开发项目的可变现净值可覆盖存货余额。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511485787ad5c94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511485787ad5c94&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430444512","title":"保利发展(600048)2023年报点评：周期逻辑不改长期逻辑，估值已反应悲观预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2430444512","media":"长江证券","top":-1,"share":"https://www.laohu8.com/m/news/2430444512?lang=zh_cn&edition=full","pubTime":"2024-04-25 11:16","pubTimestamp":1714014990,"startTime":"0","endTime":"0","summary":"周期压力之下，毛利率和资产质量也难免承压，2023年公司开发结算毛利率同比下降5.5pct至16.3%，综合毛利率同比下降6.0pct至16.0%；出于审慎原则计提资产减值准备50.4亿元，影响归母净利润32.8亿元。截至2023年末公司计容土储7790万平，2024年计划开工1800万平，为后续可供货量及规模地位提供有力保障。周期压力不改长期逻辑，央企龙头或已进入左侧布局窗口。风险提示1、毛利率何时触底存在一定不确定性；2、如若房价继续下行，公司仍存一定减值压力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511394987ad56ea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042511394987ad56ea&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430132448","title":"中银证券：给予保利发展买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2430132448","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2430132448?lang=zh_cn&edition=full","pubTime":"2024-04-25 10:51","pubTimestamp":1714013494,"startTime":"0","endTime":"0","summary":"中银国际证券股份有限公司夏亦丰,许佳璐近期对保利发展进行研究并发布了研究报告《保利发展营收增长利润承压；经营性现金流大幅改善》，本报告对保利发展给出买入评级，当前股价为8.03元。　　保利发展　　摘要：保利发展公布2023年年报，公司实现营业总收入3468.9亿元，同比增长23.4%；归母净利润120.7亿元，同比下降34.1%。　　公司结算规模稳步增长；受毛利率水平、投资收益规模下降、计提减值准备增加的影响，公司业绩承压。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042500023214.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430788441","title":"中银证券维持保利发展买入评级，营收增长利润承压；经营性现金流大幅改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2430788441","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2430788441?lang=zh_cn&edition=full","pubTime":"2024-04-25 09:30","pubTimestamp":1714008611,"startTime":"0","endTime":"0","summary":"中银证券04月25日发布研报称，维持保利发展买入评级。AI点评：保利发展近一个月获得9份券商研报关注，买入5家。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042509592587ad04f0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042509592587ad04f0&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2429543622","title":"万联证券：给予保利发展买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2429543622","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2429543622?lang=zh_cn&edition=full","pubTime":"2024-04-24 18:46","pubTimestamp":1713955586,"startTime":"0","endTime":"0","summary":"万联证券股份有限公司潘云娇近期对保利发展进行研究并发布了研究报告《点评报告：利润端承压下降，市占率持续提升》，本报告对保利发展给出买入评级，当前股价为8.0元。最新盈利预测明细如下：该股最近90天内共有14家机构给出评级，买入评级10家，增持评级3家，中性评级1家。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042400038885.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2429835474","title":"保利发展04月24日遭主力抛售5880万元 环比增加425.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2429835474","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2429835474?lang=zh_cn&edition=full","pubTime":"2024-04-24 15:17","pubTimestamp":1713943060,"startTime":"0","endTime":"0","summary":"04月24日, 保利发展股价跌0.50%，报收8.00元，成交金额5.49亿元，换手率0.57%，振幅1.87%，量比0.86。保利发展今日主力资金净流出5880万元，连续4日净流出，上一交易日主力净流出1118万元，今日环比增加425.94%。近一年数据显示，该股主力连续4日净流出后，次日下跌概率为42.86%，平均跌幅为2.45%。该股近5个交易日下跌0.99%，主力资金累计净流出4312万元；近20日主力资金累计净流出15.16亿元，其中净流出天数为17日。净流出前三个股分别为万科Ａ、保利发展、招商蛇口。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404241519508b4dcd98&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404241519508b4dcd98&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2429307101","title":"保利发展获天风证券买入评级，地位稳固，趋势向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2429307101","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2429307101?lang=zh_cn&edition=full","pubTime":"2024-04-24 13:44","pubTimestamp":1713937454,"startTime":"0","endTime":"0","summary":"4月24日，保利发展获天风证券买入评级，近一个月保利发展获得7份研报关注。研报预计公司24-25年归母净利润预测分别为136.79、144.29亿元，新增26年归母净利润预测为166.63亿元。研报认为，公司23年实现稳健营收增长，利润受行业下行波动，完成大幅减值计提后未来业绩趋势向好。公司市占率快速提升，龙头地位稳固，未来销售有望保持良好增速，结转毛利率有望逐步触底回升。考虑房价下行压力，项目结转及存货存在减值压力。风险提示：国内外宏观形势变化、房地产销售不及预期、市场竞争加剧风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042413441687a93704&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042413441687a93704&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2429310687","title":"天风证券：给予保利发展买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2429310687","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2429310687?lang=zh_cn&edition=full","pubTime":"2024-04-24 13:10","pubTimestamp":1713935448,"startTime":"0","endTime":"0","summary":"天风证券股份有限公司鲍荣富,王雯近期对保利发展进行研究并发布了研究报告《保利发展2023年报点评：地位稳固，趋势向好》，本报告对保利发展给出买入评级，当前股价为7.98元。我们认为，公司龙头地位稳固，未来销售有望保持良好增速，结转毛利率有望逐步触底回升。最新盈利预测明细如下：该股最近90天内共有10家机构给出评级，买入评级8家，增持评级2家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042400024421.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2429173662","title":"北向资金4月23日净卖出保利发展637.85万股 连续3日减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2429173662","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2429173662?lang=zh_cn&edition=full","pubTime":"2024-04-24 09:30","pubTimestamp":1713922206,"startTime":"0","endTime":"0","summary":"4月23日，北向资金减持保利发展637.85万股连续3日减持。截止当日收盘，沪股通共持有保利发展28226.97万股，占流通股2.35%。沪股通减持金额前五个股分别为中国中免、国电南瑞、中国建筑、兆易创新、中国联通。保利发展近5个交易日上涨0.50%，沪股通累计减持486.12万股；近20个交易日下跌14.19%，沪股通累计减持356.81万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404240930148b4caf58&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404240930148b4caf58&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2429112066","title":"保利发展(600048)：营收增长利润承压 行业龙头分红比例提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2429112066","media":"开源证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2429112066?lang=zh_cn&edition=full","pubTime":"2024-04-24 08:52","pubTimestamp":1713919950,"startTime":"0","endTime":"0","summary":"经营管理能力优秀的龙头央企，维持“买入”评级保利发展发布2023 年年报。项目结转毛利率承压，营收增长利润下降公司2023 年实现营业收入3468.28 亿元，同比增长23.42%；实现归母净利润120.67 亿元，同比下降34.13%；实现经营性净现金流139.30 亿元，基本每股收益1.01 元，结转毛利率16.02%，同比下降5.99pct。公司营业总收入增长主要由于房地产项目结转规模提升，利润下降主要由于低利润项目结转占比提升，结转毛利率下降，同时对存货和长期股权投资计提减值合计约50 亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404240852408b4c8f2d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404240852408b4c8f2d&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2429123262","title":"保利发展（600048）2023年年报简析：增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2429123262","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2429123262?lang=zh_cn&edition=full","pubTime":"2024-04-24 06:02","pubTimestamp":1713909773,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期保利发展发布2023年年报。根据财报显示，本报告期中保利发展增收不增利。截至本报告期末，公司营业总收入3468.94亿元，同比上升23.4%，归母净利润120.67亿元，同比下降34.13%。其最新盈利预测显示，利润增速会有所增长。重仓保利发展的前十大基金见下表：持有保利发展最多的基金为兴全趋势LOF，目前规模为156.2亿元，最新净值0.5358，较上一交易日下跌0.48%，近一年下跌20.77%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042400011675.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2429998197","title":"开源证券：给予保利发展买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2429998197","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2429998197?lang=zh_cn&edition=full","pubTime":"2024-04-23 21:23","pubTimestamp":1713878606,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司齐东,胡耀文近期对保利发展进行研究并发布了研究报告《公司信息更新报告：营收增长利润承压，行业龙头分红比例提升》，本报告对保利发展给出买入评级，当前股价为8.04元。　　保利发展　　经营管理能力优秀的龙头央企，维持“买入”评级　　保利发展发布2023年年报。最新盈利预测明细如下：该股最近90天内共有10家机构给出评级，买入评级8家，增持评级2家。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042300041592.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2429192142","title":"豪气分红之下，保利发展不断踩刹车","url":"https://stock-news.laohu8.com/highlight/detail?id=2429192142","media":"21世纪经济报道","top":-1,"share":"https://www.laohu8.com/m/news/2429192142?lang=zh_cn&edition=full","pubTime":"2024-04-23 20:45","pubTimestamp":1713876322,"startTime":"0","endTime":"0","summary":"2024年4月23日，保利发展发布2023年年报。如今在其他房企不分红或者少分红以储备现金“过冬”的当下，保利发展的“大手笔”显得十分难得。整体来看，保利发展在规模上的扩张，还是来自于不断地加码投资。在大肆扩张之后，保利发展的利润率也跌至低点。可见的事实是，近期，保利发展股价不断滑落，截至4月23日，其市值为962.46亿元，跌破千亿。在当前市场背景下，保利发展未来行进的路径，或将彻底不同。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042320553587a63a0c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042320553587a63a0c&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2429195057","title":"民生证券给予保利发展推荐评级 2023年年报点评：利润受结转因素承压 分红比例提升彰显央企担当","url":"https://stock-news.laohu8.com/highlight/detail?id=2429195057","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2429195057?lang=zh_cn&edition=full","pubTime":"2024-04-23 19:45","pubTimestamp":1713872732,"startTime":"0","endTime":"0","summary":"民生证券04月23日发布研报称，给予保利发展（600048.SH，最新价：8.04元）推荐评级。评级理由主要包括：1）结转规模增加促营收同比正增，三费费用大幅提升致利润承压；2）销售金额位列行业第一，核心城市市占率不断提升；3）加快回款速度，现金流水平充足；4）聚焦核心城市，土储结构持续优化；5）分红比例提升彰显央企担当。风险提示：公司土地拓展不及预期；市场回暖速度不及预期。AI点评：保利发展近一个月获得5份券商研报关注，买入1家。文章来源：每日经济新闻原标题：民生证券给予保利发展推荐评级，2023年年报点评：利润受结转因素承压，分红比例提升彰显央企担当","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404231959098b4a7579&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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