智通财经APP获悉，瑞银发布研报称，将保利物业(06049)评级下调至“中性”，因其股价已达到该行设定的目标价，认为当前风险回报水平已趋于平均;最新目标价由36港元微升至36.5港元。
该行指，观察到上半年集团的在管面积(GFA)解约情况增加，反映公司可能不得不终止部分现金回收率持续下滑或盈利质量偏低的项目，主要因物业管理行业竞争加剧，以及物业管理费率普遍下行所致。若解约情况持续增加，将对收入增长构成压力。因此，该行将2025至27年收入预测下调2%至5%，但相信销售及行政支出有所减少将抵消影响。
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