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港股异动 | 旭辉永升服务(01995)涨超18%领涨物管股 地产信用风险缓释 物业关联方应收款偿付保障性提升

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物管股早盘随内房股走高,截至发稿,旭辉永升服务(01995)涨17.89%,报1.45港元;融创服务(01516)涨13.33%,报2.55港元;合景悠活(03913)涨8%,报0.54港元;世茂服务(00873)涨6.87%,报1.4港元。

消息面上,近日,关于房企融资的消息不断。中央决策层重点强调“一视同仁满足不同所有制房企合理融资需求”; 央行等三部门召开座谈会强调支持房地产融资等。分析人士称,非国有房企融资环境或进一步改善。

光大证券指出,前期受地产信用风险影响,物管股风险溢价升高,板块估值明显回调。国家从供需两端综合施策着力稳定房地产市场,有助于改善行业经营,缓解现金流压力,物业关联方应收款偿付保障性提升,应收款减值对利润的影响有望缓解。

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