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港股異動 | 潤華服務(2455.HK)升5% 機構稱物業板塊已進入最佳配置期
格隆匯 03-03 14:22
格隆匯3月3日丨潤華服務(2455.HK)現升5.08%報1.24港元,最新市值3.7億港元。潤華服務是一家中國的綜合物業管理服務提供商,大多數在管項目位於山東省、部分位於北京及深圳等一線城市。申港證券發研報指,2023年第一家上市物企潤華服務,其主要業務範疇是針對醫院做後勤服務,具有獨立細分賽道優勢。該行認為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、開啟新週期的一年。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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