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港股異動 | 物管股反彈 中海物業(2669.HK)大漲10%止步9連陰
格隆匯 11-27 14:41
格隆匯11月27日丨港股物管股反彈,中海物業大漲10%,此前曾走出9連跌行情。銀城生活漲超6%,世茂服務、佳兆業美好、時代鄰里、寶龍商業等紛紛上漲。物管板塊自7月中旬以來開始回落,已連續調整達4個月,近日開始企穩回彈。物業公司上市熱潮一浪接着一浪,業內專家表示,上市潮背後也出現了破發潮,映射了投資者對相關公司估值的不同預期,也意味着物管行業分化格局將愈演愈烈,行業併購潮將很快上演。中信證券首席基地產業分析師陳聰表示,未來三年,是行業集中度提升的關鍵三年。企業品牌差異化的顯著提升將推動公司品牌迅速壯大。從全局來看,物業管理行業空間廣闊,優秀公司可能在未來迎來跨越式發展。

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