平安证券研报指出，招商积余上半年归母净利润4.7亿元，同比增长8.9%。业绩稳健增长，经营持续优化。物业管理持续发力，资产管理稳健运行。2025H1公司物业管理新签年度合同额17.6亿元，其中第三方项目新签年度合同额15.9亿元（千万级项目贡献新签年度合同额占比58%）；H1末在管项目2370个，管理面积升至3.68亿平米。公司作为央企物管领先者，资源禀赋及市拓优势突出，多业态综合服务能力强劲，有望受益行业格局重构并持续向好发展，维持“推荐”评级。
平安证券研报指出，招商积余上半年归母净利润4.7亿元，同比增长8.9%。业绩稳健增长，经营持续优化。物业管理持续发力，资产管理稳健运行。2025H1公司物业管理新签年度合同额17.6亿元，其中第三方项目新签年度合同额15.9亿元（千万级项目贡献新签年度合同额占比58%）；H1末在管项目2370个，管理面积升至3.68亿平米。公司作为央企物管领先者，资源禀赋及市拓优势突出，多业态综合服务能力强劲，有望受益行业格局重构并持续向好发展，维持“推荐”评级。
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