异动解读｜绿城中国盘中下跌5.01%，中期业绩大幅承压叠加大摩下调目标价

行情直击09-02

9月2日，绿城中国盘中下跌5.01%，报5.78港元，成交额7141.04万港元，股价续创52周新低。

消息面上，公司此前公布中期业绩，收入约394.81亿元，同比减少26.02%，拥有人应占溢利仅8171.5万元，同比大降61.07%，毛利率下滑2.3个百分点至11.1%，近乎"微利"状态。摩根士丹利随后将目标价由7.15港元下调至6.82港元，维持"减持"评级，并将公司未来两个财年核心盈利预测分别下调14%及13%，认为去库存压力仍显著，管理层变动及审慎的土储策略将影响今明两年销售表现。此外，"828新政"对房企资金周转构成短期压力，内房股板块连续调整，绿城中国近两日累计跌幅已超20%。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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