核心观点2024 年末,公司积极推动以资抵债,降低关联交易占比,全年持续关联交易营收占比低于9.8%,创近三年新低。虽然主动降低关联交易占比或将使短期业绩承压,但也将提高公司运营的独立性,有效控制了大股东潜在的回款风险和减值损失,利好长期稳健发展。1 月3 日公司上市后的首单收并购落地,以22.7 亿元收购中洲物业100%股权。标的资产质量优质,2024 年净利润率高达37.0%,收购后将有效提升...
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