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华泰证券:地产板块估值筑底、配置价值凸显

intermediate36氪1 min read
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36氪获悉,华泰证券研报指出,深圳、广州、武汉、苏州、济南等核心城市相继出台楼市优化政策,从公积金放宽、以旧换新、限购优化等多维度打出组合拳。本轮政策给予刚需更实际的支持,坚持因城施策精准发力。研报认为地方新政潮有望持续夯实房价二阶导改善趋势,板块估值筑底、配置价值凸显。建议关注:1.估值处于低位、计提减值准备较为充分的企业;2.历史负担较轻或者现金流更为健康的企业,为新一轮扩张做准备;3.在一阶导转正的区域有布局的企业;4.存量交易及地产链后端产业链的企业。

Grammar Points

从...等多维度...Multi-dimensional enumerationHSK 5

Used to list multiple aspects or dimensions of an action or policy. Structure: 从 + [examples] + 等 + [category noun] + verb phrase. Common in formal/business contexts to show comprehensive coverage.

"从公积金放宽、以旧换新、限购优化等多维度打出组合拳"

相继 + verbSuccessive actionHSK 5

Indicates that multiple subjects perform the same action one after another in succession. 相继 means 'successively' or 'one after another', emphasizing a trend or wave of similar actions.

"深圳、广州、武汉、苏州、济南等核心城市相继出台楼市优化政策"

有望 + verbExpected outcomeHSK 4

Expresses expectation or hope that something will happen. 有望 literally means 'have hope' and is used for positive predictions, similar to 'is expected to' or 'is likely to' in English.

"地方新政潮有望持续夯实房价二阶导改善趋势"

为...做准备Preparation for purposeHSK 4

Indicates preparing or getting ready for a future event or goal. Structure: 为 + [goal/purpose] + 做准备. 为 here means 'for the purpose of'.

"为新一轮扩张做准备"

建议关注:[numbered list]Recommendation with enumerationHSK 5

Formal structure for presenting recommendations or suggestions with numbered points. 建议 (suggest/recommend) + 关注 (pay attention to/focus on) followed by a colon and numbered items. Common in reports and formal analysis.

"建议关注:1.估值处于低位、计提减值准备较为充分的企业;2.历史负担较轻或者现金流更为健康的企业"

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