智通财经APP获悉，万物云(02602)盘中涨超6%，截至发稿，涨5.67%，报20.5港元，成交额8971.51万港元。
消息面上，1月3日，万物云公告，收购中洲物业100%股权，交易对价约为2.27亿元，涉及中洲物业旗下44个住宅类项目，包括37个在管项目和7个未接管项目。此外，2024年12月30日，公司与控股股东万科企业订立一系列债务清偿协议，通过转让物业或车位的方式，以结清万科企业附属公司及关联方的若干应付款项。
海通证券发布研报称，万物云关联交易占比持续降低、关联方应收款余额低于23年。该行指出，伴随公司业务发展规模不断扩大，相关交易未来占比有望呈现逐步下降趋势。考虑目前公司开发规模和开发行业发展趋势，未来万物云自身稳定有望持续增厚。目前公司现金流能力丰富、潜在分红能力强，伴随关联交易问题逐步解决，企业后续估值空间有望被逐步打开。
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