预测主要覆盖标的盈利平均同比增长约10%我们预计主要覆盖企业11H25 收入同比增长0-15%,平均利润率在经营降本、管理提效等举措推动下或延续提升趋势,对应核心/报表净利润平均增速略快于收入,不同企业略有分化、大体落在0-20%的区间。派息方面,考虑到板块中期派息企业数量有限,我们预计不同企业决策影响中期派息比例变化;我们建议关注板块内企业的全年分红派息情况。关注要点基础物管业务推动收入盈利...
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