今日盘中,中海物业(02669)股价大涨7.61%至6.31港元,成为市场焦点。 事实证明,这一涨势与东吴证券近期发布的研究报告密切相关。
东吴证券在报告中指出,部分优质物业公司毛利率出现企稳甚至回升趋势,中海物业就是其中较为领先的一家。报告期内,中海物业的基础物业服务业务毛利率连续两个季度同比提升,综合毛利率也有所回升。东吴证券分析,中海物业通过聚焦战略实现规模效应,执行"有质量的外拓"战略等手段,提高了管理效能。
值得关注的是,东吴证券对中海物业等国企物业公司的应收账款风险予以关注,但并未对其经营构成重大障碍。作为国企背景的公司,中海物业的应收账款周转情况相对较好,尤其是一年以上应收账款的增速较缓慢,风险可控。
此外,中海物业还积极回报股东,通过派息和回购股份等手段增厚股东权益。东吴证券在报告中建议重点关注综合毛利率和物业服务业务毛利率均已企稳回升、应收账款风险可控且分红力度较高的物业公司。基于上述因素,东吴证券首次将中海物业列为推荐标的。市场人士认为, 东吴证券较为看好的评级理由给投资者的信心。
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