(以下内容从东吴证券《“三问物业行业”系列报告之二——转机、风险与分红》研报附件原文摘录)投资要点什么样的公司能实现利润率的企稳回升?行业出现积极变化:部分优秀公司毛利率出现企稳甚至回升趋势。以14家样本公司为例,6家公司2024H1的综合毛利率口径较2023年同期出现了回升。更重要的是基础物业服务业务的毛利率,连续2个报表期毛利率均同比提升的公司仅有3家:中海物业、绿城服务和万物云。综合各项业务...
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