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

地产k线04-25

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...

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