南都物業(603506.SH):住宅和非住宅項目在齊頭並進發展
格隆匯4月20日丨有投資者向南都物業(603506.SH)提問:請問公司這幾年非住業態拓展高於住宅業態是基於怎樣的考慮?2023年公司戰略發展是否以非住業態為主?
南都物業回覆:投資者您好!公司目前是住、商、城三大領域全業態佈局,這幾年也在不斷豐富細分業態。從新籤市拓比例來説,商寫、城市服務類非住業態佔比較高,且經過近兩年對於公建、城市服務領域的持續開拓,公司在烏鎮城市服務以及在交通樞紐等領域實現突破,收穫多個機場和杭州火車西站等較大標的。由於自身獨立第三方物業企業屬性,加上近年來房地產市場的影響,中短期內公司會更看好非住市場的市拓空間,但中長期來看,住宅仍然是公司的基本盤之一,尤其是規模型住宅及優質存量盤。從整體規模佔比來看,公司住宅和非住宅項目還在齊頭並進發展。
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