半年报看板丨从市值、营收、规模看上市物企：头部格局的“稳”与“变”

Capital Market - The property service company China Resources Vientiane Life leads the market with a market capitalization of 80.605 billion yuan, significantly surpassing the second-ranked Wanwu Cloud at 26.726 billion yuan, making it the only company to exceed 80 billion yuan in market value [2] - Only seven companies in the industry have a market capitalization exceeding 10 billion yuan, indicating a concentration of capital recognition among leading firms [2] - Zhujiang Shares has the highest price-to-earnings (P/E) ratio at 178.99 times, followed closely by Zhongtian Service at 176.50 times, both significantly above the industry average [2] Operating Performance - In terms of revenue, Country Garden Services leads with 23.185 billion yuan, far exceeding Wanwu Cloud at 18.137 billion yuan, showcasing its broad service coverage and scale [3] - The fastest revenue growth was seen in Binjiang Service with a year-on-year increase of 22.70%, followed by Jinmao Service at 19.58% and others exceeding 15%, indicating effective operational strategies [3] - Multiple revenue sources are crucial for business diversification, with Jiangfa Property leading the industry at 73.15% in this metric, enhancing its risk resilience [3] Profit Performance - Country Garden Services not only leads in revenue but also in gross profit at 4.299 billion yuan, with China Resources Vientiane Life and Wanwu Cloud following at 3.165 billion yuan and 2.493 billion yuan respectively [4] - The highest net profit was recorded by China Resources Vientiane Life at 2.068 billion yuan, with Country Garden Services and Poly Property at 1.003 billion yuan and 0.904 billion yuan respectively [4] - Zhujiang Shares achieved a remarkable net profit growth of 857.31%, indicating significant improvements in cost structure and asset management [4] Management Scale - Country Garden Services has surpassed 1 billion square meters in managed area, leading the industry, followed by Poly Property at 0.834 billion square meters [5] - Su Xin Service emerged as a major player with a 62.81% year-on-year growth in managed area, indicating strong expansion capabilities [5] - Other companies like Zhong'an Smart Life and Dongyuan Renzhi Service also demonstrated robust growth rates exceeding 10% in managed area [5]