港股异动 | 万物云(02602)再跌超4% 物管行业进入存量时代公司将推出菜单式弹性定价

智通财经网14:17

智通财经APP获悉，万物云(02602)再跌超4%，截至发稿，跌4.3%，报20.05港元，成交额5196.09万港元。

消息面上，日前，在万物云睿见大会上，万物云董事长朱保全表示，基于万科物业的成本体系以及品牌认知，2.5元/平方米/月物业费是分水岭。为向下适配，万科物业向业主推出“智选”产品，即与业务协商弹性定价。公司估计全国超七成小区物业费处于2 元以下区间，若将产品下探到1-2 元市场，则价值街道内可增加商机110%。

业内人士指出，物业行业进入存量管理权换手时代。从物业企业的选择来看，更多在聚焦区域、业态深耕，退出不盈利项目，企业间的低价竞争也在加剧。中金则表示，看好公司长周期下基于住宅、商企、科技、城市等场景的多赛道、全方位综合竞争实力。

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