华泰证券：“稳地产”持续落地看好核心城市储备充沛以及运营稳健的优质房企

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华泰证券发布研究报告称，2024Q1房企融资现金流和开发投资的增速差有所收窄，一定程度上受益于房地产融资协调机制和经营性物业贷款等融资支持政策。此外，城中村改造专项借款也在逐步落地。尽管国际信用评级机构继续调低部分房企评级，但边际影响趋弱。1月以来，监管层明确的“稳地产”诉求在实操层面持续落地，有望推动房地产市场信心修复并尽快筑底，为板块提供估值修复空间。看好核心城市储备充沛以及运营稳健的优质房企...

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华泰证券：“稳地产”持续落地 看好核心城市储备充沛以及运营稳健的优质房企

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华泰证券：“稳地产”持续落地看好核心城市储备充沛以及运营稳健的优质房企