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7.21%，报23.05港元；恒大物业(06666)涨6.76%，报0.79港元；中海物业(02669)涨6.12%，报5.03港元；华润万象生活(01209)涨5.38%，报31.35港元。
消息面上，近日，克而瑞发布2025年1月中国物业服务企业新增合约面积TOP50。1月，TOP50企业新增合约面积约7808万平方米，新增第三方拓展规模7146万平方米，头部企业规模持续扩张。1月企业拓展面积下降，全委项目共计拓展658个，与2024年1月拓展项目数持平。
国联民生证券指出，AI的发展推动全社会生产模式的变革，目前在房地产全产业链均有赋能，助力企业提质增效。在物业板块，物企属于劳动密集型行业，AI的应用一方面助力公司降低成本，另一方面有望为公司带来新收入增长，推荐科技化建设成熟的物管公司，如华润万象生活、万物云等。该行指出，物管行业科技化布局较早，当前行业数字化升级正从单一业务优化向多方协同发展。
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