【中信证券:商管公司的存量市场生意十分广阔,看好轻重商业地产公司的发展前景】中信证券研报称,提振消费东风之下,商管公司在广阔的蓝海中,较为便利取得业务拓展机会。购物中心运营是一个天花板高,头部公司优势显著的行业。当然,我们认为,传统的重资产公司也纷纷加入轻资产外拓之路,轻重模式没有明显边界,只有管理运营能力的差异。商管公司的存量市场生意十分广阔,我们看好轻重商业地产公司的发展前景。

金融界
17 Apr
中信证券研报称,提振消费东风之下,商管公司在广阔的蓝海中,较为便利取得业务拓展机会。购物中心运营是一个天花板高,头部公司优势显著的行业。当然,我们认为,传统的重资产公司也纷纷加入轻资产外拓之路,轻重模式没有明显边界,只有管理运营能力的差异。商管公司的存量市场生意十分广阔,我们看好轻重商业地产公司的发展前景。

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