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港股异动 | 物管股多数上涨 合景悠活(03913)涨超6% 机构料行业毛利率仍有稳步提升空间

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物管股多数上涨,截至发稿,合景悠活(03913)涨6.67%,报0.48港元;万物云(02602)涨2.71%,报24.6港元;世茂服务(00873)涨2.56%,报1.2港元;碧桂园服务(06098)涨1.84%,报6.64港元。

消息面上,中指院近期发布了《2023年中国物业服务价格指数报告》 ,报告指出,二十城物业服务价格综合指数为1075.67,同比上涨0.03%,涨幅较去年同期收窄0.04个百分点;环比上涨0.02%,涨幅较上期扩大0.01个百分点。二十城物业服务均价为2.57元/平方米/月,物业服务收费均价略有上涨。

中信证券指出,物业行业的存量基本盘稳定,成本侧压力小,业绩透明度高,如果企业能控制好成长外拓过程中的回款风险,则企业完全有可能实现业绩稳中有增。该行表示,目前物业服务行业的劳动者作业界面还有明显优化的可能性,各种新科技成果还有加速应用的趋势,再考虑增值服务的发展,预期行业毛利率还有稳步提升的空间。

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