世茂服務(873.HK):聚焦核心主業,優化業務結構,提升經營韌性
2024年-2025年上半年,世茂服務主動優化業務結構,聚焦核心主業,並對部分非核心業務進行調整,其中包括處置金沙田等子公司。這些調整在短期內對利潤造成階段性影響,但對於企業總體來看,是優化了經營結構盤面,提升了公司應對市場和政策變化風險的能力。
因此,實際上在剔除金沙田等子公司影響後,公司整體收入仍實現了約 3% 的增長。其中,基礎物管業務保持穩健增長,收入超 28 億元,同比提升近 3% 。
與此同時,公司市場拓展成果顯著,新增合約面積達 4,010萬㎡,同比增長126.6%,新增年飽和收入達到 10億元,同比增長66.7%,雙雙創下歷史新高。市拓質效並舉的提升,不僅體現了公司在高質量項目拓展上的能力,也進一步強化了獨立發展的自生力。
目前,公司近80%的合約面積來自第三方客戶,經營基本盤穩定,收入結構持續優化。通過精細化管理和數字化運營,公司經營效率與抗週期能力不斷增強,爲長期穩健發展奠定了堅實基礎。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.