中国房地产开发商及物业管理公司将于 3 月公布业绩。摩根大通预计开发商盈利同比下滑 29%,利润率持续受压;物管公司盈利增长分化趋势将持续(国企:增长 9%;民企:下滑 21%)。鉴于 2025 年下半年房地产市场持续恶化,开发商业绩疲软不足为奇。对于该行业,政策及销售和价格走势仍将是更重要的驱动因素。在开发商中,摩根大通首选华润置地及中国金茂;在物管公司中,看好华润万象生活及绿城服务;对万科持...
Source Link中国房地产开发商及物业管理公司将于 3 月公布业绩。摩根大通预计开发商盈利同比下滑 29%,利润率持续受压;物管公司盈利增长分化趋势将持续(国企:增长 9%;民企:下滑 21%)。鉴于 2025 年下半年房地产市场持续恶化,开发商业绩疲软不足为奇。对于该行业,政策及销售和价格走势仍将是更重要的驱动因素。在开发商中,摩根大通首选华润置地及中国金茂;在物管公司中,看好华润万象生活及绿城服务;对万科持...
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