智通财经APP获悉，中海物业(02669)涨超3%，截至发稿，涨2.56%，报5.2港元，成交额5378.13万港元。
中泰证券发布研报称，中海物业2024年实现主营业务收入140.24亿，同比+7.5%；归母净利润15.11亿，同比+12.5%，收入的增长得益于两点，一是物业管理面积的增长，二是住户增值服务业务规模的提升；而增利高于增收主要因公司报告期内综合毛利率由15.9%提升至16.6%，主要通过节省物资成本、降低杂费加大分包力度等多方面措施，并同时积极的对亏损项目进行治理。
该行还指出，受房地产行业下行及整体宏观环境影响，公司增值服务业务结构出现变化：2024年公司非住户增值服务业务实现收入18.29亿，同比-14.7%，占总收入由2023年的16.5%下降至13.0%，因房地产行业下行导致智慧化工程项目、商品房交付前验房服务、案场保安、清洁等业务的减少，外加公司主动调整了毛利率较低的硬件产品销售业务；另一方面，2024年公司住户增值服务收入13.85亿，同比+7.2%，占总收入9.9%，与2023年持平，相对偏消费的住户增值服务依旧有韧性。
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