【券商聚焦】国泰海通证券：新城发展商业运营价值凸显目标价3.65港元

金吾财讯02-04

（原标题：【券商聚焦】国泰海通证券：新城发展(01030)商业运营价值凸显目标价3.65港元）金吾财讯|国泰海通证券发布研报指，新城发展(01030.HK)商业运营能力突出，开发业务拖累逐步减轻，给予“增持”评级，目标价3.65港元。报告认为公司核心投资逻辑在于：1）商业赛道α属性明显，2025年上半年已开业174座吾悦广场，出租率97%，租金收入69.44亿元（同比+11.78%），经常性...

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【券商聚焦】国泰海通证券：新城发展商业运营价值凸显 目标价3.65港元

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【券商聚焦】国泰海通证券：新城发展商业运营价值凸显目标价3.65港元