《大行》建银国际:物管股上半年业绩平庸 稳定财务状况作为下行支撑

阿斯达克财经
Sep 16, 2024

建银国际发表研报指,内地物业管理公司在8月份发布平庸的2024年上半年业绩。基本上所有物管公司均面临艰难的经营环境和其关联开发商的影响。尤其是与爆雷开发商关联的5间物管公司,面对的主要问题包括项目交付减少或延误、关联交易减少、毛利率下滑等。另外,即使是与优质开发商关联的物管公司,也受上游房地产开发进度放缓、对有限优质项目的激烈竞争、在经济放缓背景下小区增值服务业务的周期性下滑等因素影响。建银国际...

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