保利物业(06049)半年报点评：业绩延续双位数增长，业务改革持续优化

平安证券08-21

央企龙头物管业绩稳中有升，净利润率保持稳定。在上游地产行业深度调整、公共财政支出趋紧导致服务采购预算存在一定程度收缩、居民消费意愿波动等背景下，公司2024H1营收利润仍维特双位数增长，保持切性；2024H1合约面积、在弯面积分别为9.5、7.6亿平米，规模优势特续强化。在普面积中第三方项目、非居业态占比分别为64.9%、60.5%，业态组合优化，市场化进程加速推进；尽管物业管理服务、非业主增值...

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