港股異動 | 物管股普漲 時代鄰里(9928.HK)漲超7%領漲
格隆匯11月12日丨物管股普漲,時代鄰里(9928.HK)漲超7%領漲,寶龍商業漲超4%,銀城生活服務、新城悦服務漲超3%,藍光嘉寶、保利物業等漲超2%。個股方面,聯交所最新權益披露資料顯示,新城悦服務於11月10日獲董事長戚小明增持10萬股;鑫苑服務亦於11月6日獲Xingtai Capital增持120萬股。板塊上,麥格理近日發報告指,內地政府繼續支持現代化物業管理的發展,發改委於10月29日發佈旨在推動國內消費的工作計劃,其中提到推廣物業管理線上線下融合。根據彭博數據,主要已上市的物管公司在未來三年的純利年均複合增長率估計可有45%。該行重申對內地物管行業的正面看法,相信行業股份近期出現的回調提供了良好買入機會。

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