保利物业:营收利润平稳增长 派息比例有所提升

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30 Apr

营收利润平稳增长,派息比例有所提升,维持“买入”评级保利物业发布2024 年年报。公司营收利润保持增长,各项业务毛利率有所下降,物管收入双位数增长,新拓项目质素提升。受增值业务结构调整影响,我们下调2025-2026 年并新增2027 年盈利预测,预计公司2025-2027 年归母净利润为15.8、17.2、18.8 亿元(2025-2026 年原值为17.6、19.8 亿元),对应EPS 为...

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