港股异动 | 滨江服务领涨物业管理股
格隆汇9月13日丨物业管理股表现活跃,滨江服务(3316.HK)以5.56%的涨幅领涨,新城悦服务(1755.HK)、创毅控股(3992.HK)和碧桂园服务(6098.HK)涨幅均超4%。有分析人士认为,物业公司借助上市融资,实现了现金持有量的大幅增加,为后续公司的战略性扩张以及业绩的高速增长奠定了坚实的基础。目前,物业公司纷纷致力于发掘高毛利率的增值服务市场,增值服务业务占营业收入比例不断提升,成为各公司增长速度最快的业务板块。中信证券指出,从海外来看,物业管理,尤其是非住宅领域的物业管理,一般是和租售、咨询顾问、房地产基金等业务融合开展的。我们相信,我国房地产服务行业,至少在非住宅领域,也可能在住宅领域,都有望出现更综合性的空间服务提供商。在短期,物业管理公司的独立会带来利润率的弹性,而品质口碑则可能持续助推规模扩张。看好物业管理行业的中长期前景。
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