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中信证券:物业行业回归基础服务
Mei Ri Jing Ji Xin Wen· 2025-08-20 00:57
Core Viewpoint - The property industry is returning to basic services, focusing on management operations, with key companies expected to maintain stable profitability and achieve steady growth in the medium to long term [1] Summary by Category - **Profitability and Growth** - Key companies are projected to sustain stable profitability and achieve continuous robust growth in performance [1] - **Dividend Payouts** - Current estimates indicate a dividend yield of 5.3% for key companies, with some companies exceeding 8% [1] - **Investment Strategy** - In the short term, an aggressive portfolio offers greater flexibility, while in the medium to long term, a stable portfolio will rely on brand advantages for continued growth [1]