重点商管运营商1H25 业绩符合市场预期重点商管运营商公告1H25 业绩数据：华润万象生活核心净利润同比增长15%，重点港资持有型开发商核心净利润同比下降4-9%，符合市场预期。高端及大众型商管运营商上半年零售额同店增长均有所改善。1H25 高端商管运营商零售额平均同店增速较2024 全年提升8.6ppt至2.2%，大众运营商微升0.1ppt至7.6%。我们认为前者或主要得益于重奢消费外流的变化...
Source Link重点商管运营商1H25 业绩符合市场预期重点商管运营商公告1H25 业绩数据：华润万象生活核心净利润同比增长15%，重点港资持有型开发商核心净利润同比下降4-9%，符合市场预期。高端及大众型商管运营商上半年零售额同店增长均有所改善。1H25 高端商管运营商零售额平均同店增速较2024 全年提升8.6ppt至2.2%，大众运营商微升0.1ppt至7.6%。我们认为前者或主要得益于重奢消费外流的变化...
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