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港股異動 | 物管股走強 新城悦服務(1755.HK)漲超5%
格隆匯12月28日丨物管股走強,新城悦服務(1755.HK)漲超5%,遠洋服務、融創服務、綠城服務、世茂服務漲超4%。新城悦服務今日午間公佈,於2021年12月27日,集團的在管面積達到約1.5億平方米;合約面積達到約2.8億平方米。公吿稱,集團將來會持續在重點目標區域進行第三方項目的拓展,提高在單個地區的項目數量和密度,從而使集團的物業管理效率得到進一步提升。天風證券認為,物管行業估值處於階段性歷史估值底部,中長期來看行業基本面向好的趨勢不改,行業估值有望迎來較好的修復。中金亦指,考慮到政策端已明確表態支持合理住房需求,後續政策力度可預期。當前地產開發及物管板塊估值均低,風險收益高,具備配置價值,建議積極佈局。

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