核心观点滨江服务是深耕杭州的高品质物业服务商,具备业绩稳健增长、派息比例长期较高的特征。背靠杭州房企龙头滨江集团,同时积极发力外拓,公司物管规模持续稳步上升。公司长期深耕高品质物管市场,物管费大幅高于市场均值。2023 年以来,公司开拓5S增值服务中的硬装业务,成为新的业绩增长点。我们看好公司深耕杭州市场及高品质服务所带来的成长性。摘要业绩稳健增长,高派息特征明显。上市以来滨江服务始终保持业绩稳健...
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