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《大行》花旗:調查顯示65%受訪者對樓價前景更為樂觀 看好新地(00016.HK)長實(01113.HK)太古地產(01972.HK)
花旗發表香港地產調查報告,訪問了804名成年市民對置業及零售消費的看法。結果顯示,與六個月前相比,65%受訪者對樓價前景更為樂觀;展望未來12個月,42%預期樓價上升,42%預期大致平穩,只有16%認為會下跌,而年齡介乎45至54歲的群組最為樂觀。69%受訪者計劃在12個月內置業,其中年收入高於80萬港元的受訪者中,58%處於「積極搜尋」階段。在看好樓價的群...
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《大行》花旗:調查顯示65%受訪者對樓價前景更為樂觀 看好新地(00016.HK)長實(01113.HK)太古地產(01972.HK)
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花旗發表香港地產調查報告,訪問了804名成年市民對置業及零售消費的看法。結果顯示,與六個月前相比,65%受訪者對樓價前景更為樂觀;展望未來12個月,42%預期樓價上升,42%預期大致平穩,只有16%認為會下跌,而年齡介乎45至54歲的群組最為樂觀。69%受訪者計劃在12個月內置業,其中年收入高於80萬港元的受訪者中,58%處於「積極搜尋」階段。在看好樓價的群組中,平均預期未來一年樓價升6%,並預期升浪持續4.4年,當中54%預測樓價升5%至10%,16%預期升幅超過10%。對於升浪持續時間,39%相信升浪將持續3至4年,26%預期5至6年,9%預測超過6年。

調查指出,71%受訪者置業目的是自住或供家人使用,19%為投資,10%為收租。71%受訪者偏好購買新樓,僅4%受訪者偏好樓齡超過20年的二手單位。戶型方面,兩房單位最受歡迎(56%),其次為三房(26%)及一房(15%)。預算方面,43%受訪者的置業預算低於800萬港元,24%為800萬至1,200萬港元,16%為1,200萬至1,500萬港元。在發展商品牌認知方面,受訪者認為新地(00016.HK)  0.000 (0.000%)    Short selling $153.94M; Ratio 35.702%   質素最佳(30%),其次為太古地產(01972.HK)  0.000 (0.000%)    Short selling $3.13M; Ratio 8.775%   (11%)及恒地(00012.HK)  0.000 (0.000%)    Short selling $246.66M; Ratio 43.902%   (10%)。最受歡迎的置業地區依次為沙田/大圍(6%)、啟德(5%)及荃灣(5%),57%受訪者計劃搬離目前居住的地區。

花旗指出,港人消費模式出現結構性轉變。調查顯示,39%受訪者每月至少數次前往大灣區城市,主要進行消閒(70%)、旅遊(54%)、餐飲(46%)及購買日用品(41%)。同時,網購越趨普及,15%受訪者每周進行網購,60%每月數次,主要原因為方便(62%)、價格較便宜(54%)及選擇較多(53%)。

結合北上消費及網購的影響,受訪者平均減少在香港實體店的開支約18%。當中,34%受訪者表示香港實體店開支減少了超過20%,29%減少了10%至20%,僅16%表示沒有受到影響。花旗認為,實體零售商因市場份額流失,可能需整體減租10%至15%。該行指樓價信心改善及投資需求復甦,可支持新盤定價,利好地產股。該行首選新地、長實集團(01113.HK)  0.000 (0.000%)    Short selling $50.22M; Ratio 23.773%   及太古地產(01972.HK)  0.000 (0.000%)    Short selling $3.13M; Ratio 8.775%   ,並對領展(00823.HK)  0.000 (0.000%)    Short selling $96.37M; Ratio 19.962%   保持機會性買入態度。(ad/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-04 16:25.)

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