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

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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...

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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

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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