港股異動 | 物管股普漲 機構指增值服務成行業增長驅動力
格隆匯11月5日丨物管股普遍上漲,第一服務控股漲7.4%領漲,時代鄰里漲超6%,新城悦服務、雅生活服務、佳兆業美好均升超3.5%。疫情之年,物管企業的經營表現仍可圈可點。據克而瑞統計,2020年上半年30家上市物企整體收入達到395億元,平均營收為13.16億元;整體利潤達到74億元,平均淨利潤為2.47億元。碧桂園服務、雅生活服務等業績表現不俗。隨着各大物企持續加碼增值服務領域,其營收結構也在逐漸發生改變。東方證券指出,從企業經營層面出發,增值服務能夠使物管企業更加獨立於地產週期,在由大量交付帶來的面積增長紅利消退之後,成為企業長期發展的增長驅動力。

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