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港股異動 | 內地物管股延續強勢 中海物業(2669.HK)大漲近9%領漲
格隆匯 02-11 10:31
格隆匯2月11日丨內地物管股近期持續上漲,今日繼續拉昇上漲。中海物業大漲近9%領漲,且創上市以來新高,新城悦服務升6%,鑫宛服務、彩生活服務、佳兆業美好皆走強。

受到公共衞生事件疫影響,深圳、杭州等地方對物業服務企業提供補助政策,預計後續將有更多城市跟進。
日前里昂報告稱,對內地物管行業看法仍正面,若疫情不持久對行業影響料有限。而疫情或對有利線上快速消費品銷售,長遠而言亦可加強住户應同及對科技的應用。該行對行業2020年的看法仍然正面。
中金髮研報指,物業費收入在經濟波動中具有穩定性,不受消費偏好、投資需求、進出口波動等因素影響;成本方面,公共衞生事件期間的額外成本相對有限;同時,考慮到公共衞生事件帶來的業主出行減少等影響,不排除社區增值服務需求提升的可能性。
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