国泰海通发布研报称,考虑到物业行业已迈向高质量发展阶段,叠加近年地产行业调整进一步加剧外拓市场竞争,下调保利物业2025-2026年EPS预测为人民币2.84/3.05元(原值为3.18/3.60元),新增2027年EPS预测为人民币3.33元,增速分别为6.5%、7.4%、9.4%,给予公司2025年12xPE,下调目标价至36.68港元。公司2024年主业基本盘保持稳定,外拓质量不断提升。考虑...
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