每經AI快(kuai)(kuai)訊，中(zhong)(zhong)信建(jian)投指出，縱觀(guan)2024年不(bu)(bu)動(dong)產經營服務(wu)行業中(zhong)(zhong)報表現，物(wu)(wu)管(guan)(guan)/商管(guan)(guan)行業整(zheng)體增(zeng)收不(bu)(bu)增(zeng)利，業績(ji)(ji)分化加劇，母公(gong)司仍(reng)是主要影響因(yin)素，績(ji)(ji)優(you)房企(qi)(qi)關聯(lian)物(wu)(wu)企(qi)(qi)在(zai)業績(ji)(ji)增(zeng)速、盈利能力和回款效率等(deng)方面(mian)更具優(you)勢；重(zhong)點物(wu)(wu)企(qi)(qi)在(zai)管(guan)(guan)面(mian)積同比提(ti)升12.0%；交易中(zhong)(zhong)介商在(zai)二(er)季度展(zhan)現了(le)良(liang)好(hao)的盈利彈性，龍(long)頭(tou)公(gong)司貝殼(ke)仍(reng)在(zai)擴充門(men)店及(ji)團隊；代建(jian)服務(wu)商龍(long)頭(tou)綠(lv)城管(guan)(guan)理控股市占率持(chi)續提(ti)升，但訂單、代建(jian)費與業績(ji)(ji)增(zeng)長放(fang)緩。房地(di)產新發(fa)展(zhan)模式(shi)構(gou)建(jian)速度加快(kuai)(kuai)，我們(men)繼續看好(hao)經營服務(wu)賽道，推薦交易中(zhong)(zhong)介商及(ji)績(ji)(ji)優(you)房企(qi)(qi)關聯(lian)物(wu)(wu)企(qi)(qi)。