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大市同步”评级。因应公司今年首九个月物业销售同比升27%,该行将全年预测上调11%至1,180亿元人民币,意味同比增长20%,连带2025至27年各年收入预测上调6%、10%及11%。另外,该行将2025至27年的开发业务毛利率预测分别上调2.2个、2.9个及3.9个百分点,至11.5%、13%及12.6%,相比起2024年为11%,因近年新增项目的平均售价表现好过预期。责任编辑:史丽君

(01211)涨2.95%。消息面上,东莞证券指,聚焦锂电池产业链,随着各地以旧换新补贴细则全面落地、春季车展促销启动、车企新品陆续上市,节后终端热度逐步提升,3月中下旬新能源汽车市场开启季节性回暖。固态电池产业化受汽车市场提振持续推进,年内全固态电池中试线将迎来密集落地。固态电池发展为产业链材料体系和设备环节带来迭代升级的增量需求。该机构建议关注产业链各环节细分龙头,尤其是电池、碳酸锂、6F、V

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