榜单｜61家上市物企2025年中期业绩排名

Core Insights - The mid-year performance of property management companies shows a significant shift from aggressive expansion to a more defensive strategy, with overall revenue growth slowing down and many companies reporting negative growth metrics [1][3][7] Group 1: Performance Trends - The average growth rate of managed area for listed property companies has drastically decreased from 12.97% last year to 2.97% this year, primarily due to a lack of major acquisitions and the withdrawal from low-quality projects [3][6] - Among the 61 companies, 20 reported negative growth in managed area, a significant increase from only 7 last year, with the largest decline seen in Xingye Property, which experienced a 54.9% drop [4][5] - Revenue growth for the 61 companies averaged only 2.4%, down from 4.72% last year, with 38 companies reporting positive growth, the highest being Binjiang Service at 22.7% [8][9] Group 2: Profitability Metrics - A total of 36 companies reported negative growth in gross profit, with the most significant decline seen in Oceanwide Service at 50% [9][10] - Net profit losses were reported by 4 companies, a decrease from previous periods, with notable losses from Likao Health and Zhengrong Service, which saw declines of 110.36% and 55.8% respectively [11][12] - The trend of significant impairment provisions is decreasing, with the total for the first half of 2025 at 39.37 billion, indicating a potential return to normalcy in future reporting [14][17] Group 3: Strategic Shifts - The industry is transitioning into a "stock era," where the focus is shifting from expansion to maintaining quality service and optimizing revenue structures [7][17] - Companies are urged to strengthen their foundational services and adapt to changing market conditions, including heightened owner awareness and competitive pricing [17]