康桥悦生活(2205.HK)大涨超29.4%，报0.88港元。 消息面上，康桥悦生活昨日宣布，将于2025年8月27日(星期三)举行董事会会议，藉以(其中包括)考虑及批准本公司及其附属公司截至2025年6月30日止六个月的中期业绩及其发布，并考虑派发中期股息(如有)。 行业方面，克尔瑞物管发布的数据显示，2025年7月，TOP50企业新增合约面积约6968万平方米，新增第三方拓展规模6242万平方米，头部企业规模持续扩张。 中泰证券指出，因出险房企传导而来的经营风险及过往收并购带来的商誉减值风险已大幅释放，预计未来物管公司的减值压力将会持续较少。当前物业行业的经营呈现“高分红+高股息率+高现金流”的现象；合约面积储备充足，业绩持续增长有保障。(格隆汇)
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