高盛下调碧桂园服务评级至卖出

地产k线
20 Jan

乐居财经 李兰1月13日,高盛下调碧桂园服务(06098.HK)评级至卖出。高盛发表对中国物业管理行业的2025年展望,预计中国房地产市场到2027年才会趋于稳定,该行预计房地产行业下行将在2025年继续给物业管理行业的增长带来拖累。与此同时,高盛认为旨在稳消费和改善政府流动性的政策将有利于物业管理公司社区增值服务业务的利润率和现金回款。除了宏观经济和房地产行业背景之外,高盛注意到,自2024年...

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