中信证券：城中村改造，哪些企业受益

中国地震台网正式测定：08月04日08时31分在印尼爪哇岛附近海域（南纬6.25度，东经113.05度）发生5.6级地震，震源深度590千米。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/408/w690h518/20230804/2484-9da83a436223ed2d85bb064ffb5124d1.jpg"]},"commentid":"live:finance-152-3198292:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-08-04 08:51:17","update_time":"2023-08-04 08:52:52","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3198291,"zhibo_id":152,"type":0,"rich_text":"【中信证券：城中村改造，哪些企业受益】 中信证券研报认为，相比地产开发，城中村改造持续时间长，现金回流确定性低，物业持有运营要求高，本地化经验要求高。中信证券认为，在开发业务领域，城中村改造的受益者更加聚焦于个别具备经验的央企和地方国企。在基础材料和工程服务领域，城中村改造带来了从房屋评估设计到材料购置项目施工全产业链条的业务机会。在资产运营服务领域，城中村改造意味着不动产资产高质量运营和空间综合服务的业务增量发展机遇。