逍遥投资笔记
2021.09.29 10:33

$碧桂园服务(06098.HK) 统计了下最近一两年物业行业的并购(不全),几乎是碧桂园服务的独角戏,行业总并购金额 275 亿,碧桂园服务一家占了 210 亿,占了全行业并购的 76%,算上未上市的万物云,龙湖的并购,估计碧桂园服务的占比也在 50% 以上。不得不说,碧桂园服务很好的抓住了资本市场的机会,完成了几何级增长,同时在物业行业的头部竞争上,留给其他物业公司的机会不多了。我在想,融创服务,华润万象手里都攒着 100 多亿的现金,完全不怎么出手,很难理解,上规模的物业公司越来越少了,难不成以后都去几亿几亿的买一大堆小物业公司么?$融创服务(01516.HK) $华润万象生活(01209.HK)

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