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港股異動 | 物業板塊大漲 正榮服務(6958.HK)漲超4%
格隆匯 04-16 15:50
格隆匯4月16日丨物業板塊大漲,綠城管理控股(9979.HK)、正榮服務(6958.HK)漲超4%,寶龍商業(9909.HK)、世茂服務(0873.HK)等多股漲幅在3%以上。華泰證券研報指,進入快速增長軌道,持續看好物業管理板塊投資機遇。物管公司2020年報呈現亮眼答卷,隨着物管公司紛紛提出較高的增長指引,認為行業競爭將日趨激烈,規模梯隊將加速分化。我國物管行業正處於政策紅利釋放、管理規模擴張、管理業態升維、增值服務迸發的快速成長期,頭部企業集中度提升趨勢清晰。

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