港股異動 | 物業板塊再度強勢，濱江服務盈喜後升超10%
uSMART友信智投7月22日消息，週三港股，內地物業管理板塊再度走出逆市大行情，昨日市後發佈盈喜後，雅生活服務、濱江服務今日大幅高開，截至10:20分，雅生活服務升5.26%，濱江服務升超10%，弘陽服務升超7%，建業新生活、奧園健康、浦江中國、興業物聯、藍光嘉寶服務升超5%，時代鄰里升超4%，寶龍商業、佳兆業美好、鑫苑服務升超3%，保利物業、碧桂園服務、中海物業、綠城服務升超1%。
近期，物業股陸續發佈中報業績預告，截至目前，已有如下公司發佈盈喜：
雅生活服務：預期中期股東應佔利潤同比增長不低於35%；
濱江服務：預計6月止六個月股東應佔淨利潤將較2019年同期增長超過90%；
新城悅服務：料上半年純利將按年增長至少50%，主要由於公司在管面積增加；
【機構看物業】
申萬宏源維持行業看好評級
申萬宏源發表研報稱，2020年初至今(截至7月20日），港股物業管理板塊平均上升約78%（同期恒生國企指數跌幅為8.6%），目前板塊平均估值為43倍20年PE和32倍21年PE。預計物管行業防禦性愈加凸顯，行業基本面維持穩健，政策環境向好發展，同時期待同業在即將到來的中報業績期發佈盈喜和近期恒指季檢成為短期催化劑。
申萬宏源維持行業看好評級，並推薦業績增長迅猛且確定性高的公司，包括碧桂園服務和永升生活服務，看好其通過多元管道不斷加固的市場拓展能力和持續發展的增值服務。
興業證券：行業首選中海物業、永升生活服務、綠城服務
興業證券則在研報中表示，物業管理行業將繼續受益于規模紅利，而收並購加快了公司從1到N的過程。物管公司充分的股權激勵政策也大大提升了管理層的積極性和效率。物管公司經營穩健，現金流健康，不受行業週期性波動影響。行業首選中海物業、永升生活服務、綠城服務，推薦關注時代鄰里、碧桂園服務、寶龍商業、雅生活服務、新城悅服務。
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