港股异动 | 物管股普涨 时代邻里(9928.HK)涨超7%领涨
格隆汇11月12日丨物管股普涨,时代邻里(9928.HK)涨超7%领涨,宝龙商业涨超4%,银城生活服务、新城悦服务涨超3%,蓝光嘉宝、保利物业等涨超2%。个股方面,联交所最新权益披露资料显示,新城悦服务于11月10日获董事长戚小明增持10万股;鑫苑服务亦于11月6日获Xingtai Capital增持120万股。板块上,麦格理近日发报告指,内地政府继续支持现代化物业管理的发展,发改委于10月29日发布旨在推动国内消费的工作计划,其中提到推广物业管理线上线下融合。根据彭博数据,主要已上市的物管公司在未来三年的纯利年均复合增长率估计可有45%。该行重申对内地物管行业的正面看法,相信行业股份近期出现的回调提供了良好买入机会。

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