3月31日周一，保利物业（06049）股价盘中大跌5.49%，引发市场关注。该公司今日公布了2024年全年业绩报告，虽然收入和利润均有增长，但毛利率和净利率的下滑可能是导致股价下跌的主要原因。
根据公告，保利物业2024年实现营收163.42亿元人民币，同比增长8.5%；净利润14.74亿元，同比增长6.8%。公司宣布派发末期股息每股1.332元人民币，较上年同期增加约33.5%。然而，公司的毛利率由上年的19.61%下降至18.26%，降幅达1.35个百分点；净利率也从约9.3%下滑至9.1%，降低了约0.2个百分点。
分析人士指出，尽管保利物业的整体业绩仍保持增长，但毛利率和净利率的下滑反映出公司面临成本上升和经营压力增大的挑战。这可能引发投资者对公司未来盈利能力的担忧，从而导致股价下跌。此外，公司还公告了董事会人事变动的消息，姚玉成和刘智慧被提名为新的董事候选人，这一变动对公司未来发展方向的影响也值得关注。
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