港股異動 | 多家公司利潤大增疊加券商唱好 內地物業管理股全線上漲
格隆匯2月19日丨內地物業管理股全線上漲,祈福生活服務(3686.HK)漲7.02%、鑫苑服務(1895.HK)漲6.9%、佳兆業美好(2168.HK)漲5.34%。消息面上,雅生活服務、濱江服務、新城悦服務、藍光嘉寶服務、碧桂園服務於近期發佈年度盈喜。中信證券指,物業行業處於龍頭市佔率低,科技應用和管理創新擴散階段,戰略併購(如萬科併購戴德樑行,招商併購中航善達)也剛剛起步,相關政策幾乎惠及所有上市公司。建議投資者關注政策紅利,週期向上的房屋交付,企業外拓能力強化,從量變到質變的科技應用等積極因素。看好全行業投資機會,推薦招商積餘,保利物業,綠城服務,中海物業,新大正,永升生活服務,也建議關注濱江服務,碧桂園服務,新城悦服務,奧園健康和藍光嘉寶服務。
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