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小摩:未来或将有更多宽松政策推出 大型股份推荐万科企业(02202)及碧桂园(02007)

ZHITONGCAIJINGAPPHUOXI,XIAOMOFABUBAOGAOCHENG,YUJI2YUEFENDEHETONGXIAOSHOUEJIANGZHUYAOYIKAOYIQIANYUEDANWEIRUZHANGDEXIAOSHOUJINXINGZHUANHUAN,JICONG2019NIANDIDEXIAOSHOUZHONGHUOQUSHOUYI,YINCI,QUNIANDIYOUJIAODUOTUIPANDEFAZHANSHANG,LIRUWANKEQIYE(02202)、BIGUIYUAN(02007)JIRONGCHUANGZHONGGUO(01918),TAMENDE2YUEFENBIAOXIANJIANGHUIPAOYINGSHICHANG。

ZAITOUZICELVEFANGMIAN,SHICHANGDEKANFASIHUYUGAIXINGDAZHIXIANGTONG,YINWEIXUQIUZUIZHONGRENGHUIHUISHENG,ZAIJIASHANGWEILAISHUGEYUEHUOYOUGENGDUOKUANSONGZHENGCETUICHU,SHITOUZIZHEGENGYUANYIYILEGUANDEJIAODUSHENSHIMUQIANDEXIAXINGQUSHIJIJIAGE。

GAIXINGBIAOSHI,KANHAOWANKEQIYE、BIGUIYUANDENGDAXINGFANGQI;ZHONGXINGQIYEKANHAOXUHUIKONGGUJITUAN(00884)、XINCHENGFAZHAN(01030)JIFULIDICHAN(02777);XIAOXINGFAZHANSHANGZEKANHAOZHONGJUNJITUAN(01966)、MEIDEZHIYE(03990)、SHIDAIZHONGGUO(01233)JIZHONGGUOAOYUAN(03883)。

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