异动解读 | 美的置业盘中大涨8.36%,年度业绩超预期收入增长33.34%

异动解读
Mar 31, 2025

美的置业(03990)今日盘中大涨8.36%,引发市场关注。该涨幅与公司最新发布的年度业绩报告密切相关。

根据公司公告,美的置业截至2024年12月31日止年度取得收入37.26亿元人民币,同比增长33.34%,远超市场预期。公司还宣布拟派发末期股息每股0.27港元,显示出强劲的现金流和对股东回报的重视。

值得注意的是,美的置业正在进行战略转型。公司表示,在房地产行业从"增量开发"转向"存量运营"的背景下,集团已剥离房地产开发业务,大幅降低有息负债,并聚焦于房地产全价值链的轻资产领域。这一战略调整旨在打造更稳健的业务体系,可能是投资者看好公司未来发展前景的重要原因之一。

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