滨江服务(3316.HK):业绩与物管规模增长双好 优居业务表现亮眼

中信建投证券
26 Mar

核心观点公司2024 年实现营业收入35.9 亿元,同比增长28.0%;实现归母净利润5.5 亿元,同比增长11.0%。归母净利润增速低于营收增速主因综合毛利率下降、所得税支出增长。截至2024 年年末,公司在管面积达6795 万方,同比增长23.9%,合管比达1.37。公司自身的高品质物业服务商地位稳固,平均物业费保持在4.10 元/平米/月的高位。2024 年硬装业务的快速增长,带动5S ...

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