港股异动 | 华润置地(01109)涨超5% 大摩称公司剥离旗下物业潜在价值较高未来将强化业务转型

智通财经2025-07-10

智通财经APP获悉，华润置地(01109)涨超5%，截至发稿，涨5.05%，报30.15港元，成交额7.89亿港元。大摩发布研报称，华润置地旗下华厦华润商业REIT(180601.SZ)日前公布将从母企购入3个非核心商场。假设收益率为4%，该行估算该物业的潜在剥离价值将比其账面价值高26%。加上早前剥离的昆山万象汇商场，该行认为集团资产剥离的速度将快过管理层预期的每年2至3项，强化了该行认为集团...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2550961317?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-10 15:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2550961317","market":"sh","top_or_hot":-1,"title":"港股异动 | 华润置地(01109)涨超5% 大摩称公司剥离旗下物业潜在价值较高 未来将强化业务转型","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，华润置地(01109)涨超5%，截至发稿，涨5.05%，报30.15港元，成交额7.89亿港元。大摩发布研报称，华润置地旗下华厦华润商业REIT(180601.SZ)日前公布将从母企购入3个非核心商场。假设收益率为4%，该行估算该物业的潜在剥离价值将比其账面价值高26%。加上早前剥离的昆山万象汇商场，该行认为集团资产剥离的速度将快过管理层预期的每年2至3项，强化了该行认为集团...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316142.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 华润置地(01109)涨超5% 大摩称公司剥离旗下物业潜在价值较高 未来将强化业务转型</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 华润置地(01109)涨超5% 大摩称公司剥离旗下物业潜在价值较高 未来将强化业务转型\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1316142.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华润置地(01109)涨超5%，截至发稿，涨5.05%，报30.15港元，成交额7.89亿港元。大摩发布研报称，华润置地旗下华厦华润商业REIT(180601.SZ)日前公布将从母企购入3个非核心商场。假设收益率为4%，该行估算该物业的潜在剥离价值将比其账面价值高26%。加上早前剥离的昆山万象汇商场，该行认为集团资产剥离的速度将快过管理层预期的每年2至3项，强化了该行认为集团...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316142.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0287142896.SGD","symbol_name":"Fidelity China Focus A-SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1316142.html","article_id":"2550961317","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2550961317","pubTimestamp":1752131034,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，华润置地(01109)涨超5%，截至发稿，涨5.05%，报30.15港元，成交额7.89亿港元。大摩发布研报称，华润置地旗下华厦华润商业REIT(180601.SZ)日前公布将从母企购入3个非核心商场。假设收益率为4%，该行估算该物业的潜在剥离价值将比其账面价值高26%。加上早前剥离的昆山万象汇商场，该行认为集团资产剥离的速度将快过管理层预期的每年2至3项，强化了该行认为集团未来数季加速业务转型的看法。该行料此次剥离属该股另一短期催化剂。此外，该行认为集团将持续转型，改善收益组合并可能增加派息，近期股价跑赢大市属估值重评的首个阶段。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","SG9999010078.USD":"UNITED ASIA PACIFIC REAL ESTATE INCOME (USDHDG) INC","BK1555":"内房股","LU0048580855.USD":"富达大中华区A","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","03913":"合景悠活","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU2088747998.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0173614495.USD":"富达中国焦点A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","01109":"华润置地","BK4534":"瑞士信贷持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK1570":"华润系","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU2088747725.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999010052.SGD":"United Asia Pacific Real Estate Income Dis SGD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU2088748293.HKD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"AHD\" (HKD) INC","BK4504":"桥水持仓","BK1229":"房地产经营公司","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4588":"碎股"},"translate_title":"Changes in Hong Kong stocks China Resources Land (01109) rose more than 5% Morgan Stanley said the company's divestiture of its properties has higher potential value and will strengthen business transformation in the future","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01109":1,"03913":1},"content_text":"智通财经APP获悉，华润置地(01109)涨超5%，截至发稿，涨5.05%，报30.15港元，成交额7.89亿港元。大摩发布研报称，华润置地旗下华厦华润商业REIT(180601.SZ)日前公布将从母企购入3个非核心商场。假设收益率为4%，该行估算该物业的潜在剥离价值将比其账面价值高26%。加上早前剥离的昆山万象汇商场，该行认为集团资产剥离的速度将快过管理层预期的每年2至3项，强化了该行认为集团未来数季加速业务转型的看法。该行料此次剥离属该股另一短期催化剂。此外，该行认为集团将持续转型，改善收益组合并可能增加派息，近期股价跑赢大市属估值重评的首个阶段。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550961317","isCrawlerRequest":true}

港股异动 | 华润置地(01109)涨超5% 大摩称公司剥离旗下物业潜在价值较高 未来将强化业务转型

精彩评论

港股异动 | 华润置地(01109)涨超5% 大摩称公司剥离旗下物业潜在价值较高未来将强化业务转型