智通财经APP获悉，物管股午后涨幅扩大，截至发稿，雅生活服务(03319)涨6.17%，报2.41港元；恒大物业(06666)涨3.38%，报1.53港元；碧桂园服务(06098)涨2.5%，报6.57港元；远洋服务(06677)涨1.43%，报0.355港元。
消息面上，物管行业正进入加速整合阶段，行业集中度有望加速提升。从25年财报来看，25年主流一线物企营收增速达7%，头部物企规模仍延续扩张趋势，预计后续行业将加剧分化，呈现强者恒强的趋势。
申万宏源指出，短期来看，由于房地产基本面超预期下行影响，物管行业呈现总体降速、物企分化进一步加剧趋势，其中优质物企有望更加受益集中度提升、并提质增效下实现高质量发展，预计后续成长空间更大。东吴证券指出，在当前市场环境下，红利策略仍是重要配置主线之一，物业板块兼具防御属性与长期配置价值，具备稳健现金流、持续分红能力及市场化拓展韧性的头部物企优势更加突出。
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