金吾财讯 | 物业管理股跟随内房股走高，宋都服务(09608)涨10.49%，碧桂园服务(06098)涨7.89%，万物云(02602)涨6.81%，合景悠活(03913)涨4.62%，融创服务(01516)涨4.52%，雅生活服务(03319)涨4.07%，华润万象生活(01209)涨3.94%。中信证券表示，2024年物业服务行业遭遇交付不确定性上升、应收压力增大、拓展难度提升、增值服务滑坡等多重挑战。尽管如此，该行依然相信板块在2024年可以实现净利润和净现金流入的同比正增长。更重要的是，该行认为对关联方的服务交易已经止血，而第三方的收缴率有望在2025年见底，企业分红意愿有望大幅提升。该行预计，当前板块对应2024年股息率达到6.0%，当前板块的估值在过去3年15%的百分位。该行相信板块估值已经处于长周期的历史底部。
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