智通财经APP获悉，物管股随内房股走高，截至发稿，万物云(02602)涨7.3%，报22.05港元；碧桂园服务(06098)涨6.71%，报5.41港元；华润万象生活(01209)涨4.28%，报30.45港元；融创服务(01516)涨3.87%，报1.61港元。
消息面上，国家统计局局长康义在发布会上表示，近期房地产市场在政策组合拳作用下积极变化增多，市场信心在逐步提振。随着存量政策和增量政策的有效落实，下阶段房地产市场有望继续改善。东方证券指出，近期多家房企债务重组、重整投资取得新进展。面对25年更大的到期债务规模，境内债务重组或将提速，且重点继续从展期转向削债。
大摩此前发布研报称，随着关联方影响的减少和内房市场的触底，预期内地物业管理行业会在今年恢复稳定。大摩预计，内地物管行业今年回归正常，行业盈利重整基本完成，认为随着今年房市见底、销售及楼价跌幅收窄，预计物业管理行业的情绪今年会逐步改善，带来潜在的重新评级机会。该行料2024年至2026年各年盈利增长分别为3%、9%及9%，期内的每股盈利年均复合率达7%，以及股东回报迎来改善。
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