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　　交银国际发布研报称，上调碧桂园服务（06098）目标价至8.36港元，维持“买入”评级。交银国际在碧桂园服务上传其2024财年年报并提供更多详细资讯后，已调整对其财务预测。碧桂园服务2024年收入同比增3.2%至439.9亿元人民币（下同），整体毛利率下滑1.4个百分点至19.1%。核心业务收入占比在2024年增加至约87%，最受市场状况影响之非业主增值服务收入只占全年收入约1.6%。

　　该行相信公司未来收入及毛利率下跌的情况会更趋稳定，在2025-2027年可大致维持约18%。同时，相信在非经营性因素在2025年进一步减少后，核心利润在2025-2027年可以恢复温和增长。公司在第三方收入占比领先产业；持有约168亿元人民币净现金（对应每股约5.04港元），在市场好转时可加强收购融合实现规模效应，或增加派息。

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