高力国际收购Ayesa加码工程业务 战略转型再进一步

投资观察
Feb 05

高力国际集团通过收购Ayesa Engineering公司,正进一步深化其在工程领域的布局。威廉布莱尔分析师斯蒂芬·谢尔登指出,此次收购将凭借更专业的工程技术能力,使高力国际与其他大型商业地产服务商形成差异化优势。

谢尔登强调,这一举措延续了高力国际自2020年收购Maser Consulting后构建"强大全球工程平台"的战略路径。此后公司相继完成多项工程领域补强收购——包括2026年已实施的两起交易,以及2024年对Englobe的较大规模并购。

该转型战略通过提升经常性利润占比(目前已超70%)优化盈利结构,即便在交易服务业务疲软时期也能增强业务的抗风险能力。分析师认为,这种业务组合的调整将显著提升企业经营的可持续性。

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