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港股異動 | 物業管理股走強 新城悦服務(1755.HK)漲超9%
格隆匯 02-25 10:57
格隆匯2月25日丨物業管理股跟隨地產股走強,新城悦服務(1755.HK)漲9.2%、恆大物業(6666.HK)漲8.8%、融創服務(1516.HK)漲7.5%。申萬宏源指,物管公司繼續盈喜,行業持續高成長。預計2030年末市場規模將達2-3萬億元,並較目前規模有望翻番。對比海外,我國物業管理行業擁有空間巨大、圍牆屬性、集中度繼承三大獨有特色。維持物業管理行業“看好”評級,推薦碧桂園服務、永升生活服務等股。

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