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港股異動 | 時代鄰裏漲近11%領漲物管股,機構指物業板塊已進入最佳配置期,估值修復有望持續

物管股早盤持續拉昇,截至發稿,$時代鄰裏(09928.HK)$漲10.78%,報1.13港元;$旭輝永升服務(01995.HK)$漲8.68%,報5.01港元;$碧桂園服務(06098.HK)$漲7.84%,報20.9港元;$保利物業(06049.HK)$漲7.35%,報52.55港元;$合景悠活(03913.HK)$漲6.25%,報1.87港元,$融創服務(01516.HK)$漲6.65%,報4.65港元。

申港證券近日發研報表示,隨着地產政策利好逐步兌現,民營房企信用風險緩釋,房地產行業有望於2023年迎來弱復甦,疊加國內經濟復甦,市場擔憂情緒有望於2023年逐步釋放,物業板塊估值修復或將持續,而民營物企隨着獨立性增強、關聯風險減弱,估值修復空間更大。

該行認爲,2023年將是物企增強其獨立性、減弱其房地產附庸屬性、服務邊界持續擴張、開啓新週期的一年。目前物業板塊已進入最佳配置期,頭部物企規模將持續擴大,物企尋求獨立擴張能力將持續加強。

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