Core Viewpoint - Jinmao Service reported strong financial performance for the first half of 2025, with revenue of 1.783 billion yuan, a year-on-year increase of 19.6%, and a net profit of 184 million yuan, reflecting robust operational resilience and high-quality development [1][3]. Financial Performance - Revenue reached 1.783 billion yuan, up 19.6% year-on-year [1] - Gross profit was 402 million yuan, an increase of 9.6% [1] - Net profit stood at 184 million yuan, a rise of 1.9% [1] - Core property management business revenue grew to 1.322 billion yuan, a 31.0% increase [3] - Non-cyclical business revenue was 1.637 billion yuan, up 24.5% [3] Business Strategy and Growth - 85% of new contracts were signed in deep cultivation cities, with high-capacity cities making up 92% of managed area [3] - New contract area expanded by 6.9 million square meters, enhancing market expansion capabilities [3] - Community value-added services showed significant growth through the "Yue Lin Life" model, optimizing sales and customer repurchase rates [3] Cost Management and Risk Control - Sales expense ratio decreased to 5.9%, down 1.0 percentage points year-on-year [3] - Implemented dual mechanisms for cash flow management and project efficiency [3] Organizational Development and Shareholder Returns - The company is enhancing organizational efficiency through talent optimization programs [4] - Declared a mid-term dividend of 15.3 Hong Kong cents per share, an 82% increase year-on-year [4] Service Quality and Customer Satisfaction - Managed projects increased to 623, with a total managed area of 10.853 million square meters [5] - Customer satisfaction reached 90 points in third-party surveys [5] Technological Integration and Sustainability - Acquired Jinmao Green Building Technology to integrate property services with energy operation [5] - Implemented AI and robotics in operations to enhance efficiency and service quality [6] ESG Performance - Achieved an upgrade in ESG rating from BBB to AA, ranking 9th in the real estate industry [7] - Conducted 28 ESG initiatives, with 100% compliance in hazardous waste disposal [7] - Received multiple awards for excellence in ESG and sustainable development [7]

Core Viewpoint - Jinmao Services (0816.HK) reported a revenue increase of approximately 19.6% year-on-year for the six months ending June 30, 2025, reaching about 1.7834 billion RMB [1] Financial Performance - Total revenue for the six months ending June 30, 2025, was approximately 1.7834 billion RMB, reflecting a year-on-year growth of about 19.6% [1] - The company declared an interim dividend of 0.087 HKD per share for the six months ending June 30, 2025, compared to 0.084 HKD per share in the same period last year [1] - A special dividend of 0.066 HKD per share was announced to celebrate the company's third anniversary [1] Business Segments - Revenue from property management services increased by approximately 31.0% to about 1.3218 billion RMB for the six months ending June 30, 2025 [1] - The growth in property management revenue was primarily driven by the integration of newly acquired energy operation and maintenance business and the expansion of managed building area [1] - The managed building area increased from approximately 98.1 million square meters as of June 30, 2024, to approximately 108.5 million square meters as of June 30, 2025 [1]

Core Viewpoint - Jinmao Services (00816) reported a significant increase in revenue and profit for the six months ending June 30, 2025, indicating strong operational performance and growth potential in the property management sector [1] Financial Performance - The company achieved a revenue of RMB 1.783 billion, representing a year-on-year increase of 19.58% [1] - The profit attributable to the owners of the parent company was RMB 179 million, reflecting a year-on-year increase of 3.07% [1] Operational Metrics - As of June 30, 2025, the total managed building area reached approximately 10.9 million square meters, which is an increase of about 10.6% compared to June 30, 2024 [1] Dividend Announcement - The board declared an interim dividend of HKD 0.087 per share for the six months ending June 30, 2025, along with a special dividend of HKD 0.066 per share to celebrate the company's third anniversary [1]

Group 1 - The core viewpoint of the article highlights that Jinmao Services (00816) experienced a nearly 4% increase in stock price, reaching HKD 3.3 with a trading volume of HKD 6.2129 million [1] - For the six months ending June 30, 2025, the company reported revenue of RMB 1.783 billion, representing a year-on-year increase of 19.58% [1] - The profit attributable to the parent company was RMB 179 million, showing a year-on-year growth of 3.07% [1] Group 2 - As of June 30, 2025, the total managed building area of the group was approximately 10.9 million square meters, which is an increase of about 10.6% compared to June 30, 2024 [1] - The board declared an interim dividend of HKD 0.087 per share for the six months ending June 30, 2025, along with a special dividend of HKD 0.066 per share to celebrate the company's third anniversary [1]

Core Viewpoint - Jinmao Service (00816.HK) reported a total revenue of approximately 1.783 billion yuan for the first half of 2025, reflecting a year-on-year increase of 19.6% [1] Financial Performance - Total revenue for the first half of 2025 was approximately 1.783 billion yuan, with property management service revenue accounting for about 1.321 billion yuan (74.1%) [1] - Non-owner value-added service revenue was approximately 146 million yuan (8.2%), while community value-added service revenue was about 315 million yuan (17.7%) [1] - Gross profit was approximately 401 million yuan, representing a year-on-year increase of about 9.6%, with a gross margin of 22.5%, down 2.1 percentage points year-on-year [1] - Profit for the period was approximately 184 million yuan, showing a year-on-year increase of 1.9% [1] - Cash and cash equivalents stood at approximately 1.656 billion yuan [1] Operational Highlights - As of June 30, 2025, the managed building area was approximately 108 million square meters, a year-on-year increase of about 10.6% [2] - The management team aims to manage accounts receivable growth to be below revenue growth for the full year, addressing collection pressures [2] - The company plans to accelerate the collection of accounts receivable and improve cooperation with quality suppliers [2] Strategic Focus - The company will focus on "survival" in the second half of the year, emphasizing cash collection, governance of inefficient projects, and cost reduction measures [2] - Jinmao Service aims to strengthen its operational foundation and risk management throughout its operations [2] - The company is committed to quality service and competitive barriers, while also pursuing high-quality scale growth through collaboration with stakeholders [2] Business Development - Jinmao Service will optimize its structure to unlock the value potential of value-added services, adjusting community services and enhancing supply chain and marketing capabilities [3] - The company is focused on organizational efficiency and talent development, implementing streamlined structures and nurturing young talent [3] - Investments in digital and intelligent operations will enhance operational efficiency and customer experience [3]

Group 1 - Poly Property achieved a revenue of 8.392 billion, a year-on-year increase of 6.6%, with a net profit of 890 million, up 5.3% [3][5] - China Overseas Property reported total revenue of 7.089 billion, a growth of 3.67%, and a net profit of 769 million, increasing by 4.29% [4][7] - Sunac Services recorded a revenue of 3.547 billion, with a net profit of 142 million, marking a return to profitability [4][8] - Jinke Services reported a net profit of 65.02 million, recovering from a loss of 194 million in the previous year [4][9] - Jinmao Services achieved total revenue of approximately 1.783 billion, a growth of 19.6%, with a profit of about 184 million, up 1.9% [4][10] - New Dazheng reported a revenue of 1.503 billion, a decrease of 12.88%, with a net profit of 71.17 million, down 12.96% [4][11] - Yexing Group expects a profit of approximately 12.8 million, a growth of 94% [4][12] Group 2 - Yuexiu Services signed 37 new projects, adding a contract area of 5.96 million square meters [4][16] - China Overseas Property renewed its service contract for the North District Welfare Service Complex in Hong Kong [4][17] - China Energy Conservation Property won the bid for the property management service project at Hangzhou West Station [4][19] - Hongrongyuan Property signed a contract to provide comprehensive property management services for the Shiyue City project in Shenzhen [4][20] - New Dazheng won a procurement project from Beijing Guoyao Asset Management with a bid amount of 25.72 million [4][21] -卓越商企服务 announced a transfer of properties valued at 363 million to offset receivables from its parent company [4][23] Group 3 - The Shenzhen Property Management Association called for active participation in the "Patriotic Health Movement and Civilized City Construction" [4][25] - Guomao Property participated in the compilation of the national standard for carbon emission evaluation in civil buildings, effective from September 1, 2025 [4][26][27] - Jindi Smart Services contributed to the "Liaoning Province Good House Technical Guidelines," marking a new phase in residential quality improvement [4][28] Group 4 - The report highlighted the performance metrics of various listed property companies for the first half of 2025, showcasing revenue growth and profitability trends [4][29]

Core Insights - Jinmao Services (HK:00816) reported a strong performance for the first half of 2025, with revenue reaching 1.783 billion yuan, a year-on-year increase of 19.6% [1] - The company achieved a gross profit of 402 million yuan, reflecting a 9.6% increase compared to the previous year, indicating robust operational resilience and high-quality development [1] - Net profit for the period was 184 million yuan, showcasing the company's enhanced profitability alongside revenue growth [1] Revenue Breakdown - The core property management business generated a gross profit of 210 million yuan, marking a 16% year-on-year growth, underscoring the stability of its primary operations [1] - Non-cyclical business segments performed exceptionally well, with revenue reaching 1.637 billion yuan, a significant increase of 24.5% year-on-year, positioning it as a new growth engine for the company [1]

Core Insights - The company reported a total revenue of approximately RMB 1,783.4 million for the first half of 2025, representing an increase of about RMB 292.0 million or 19.6% compared to approximately RMB 1,491.4 million for the same period ending June 30, 2024 [1] - The gross profit for the reporting period was approximately RMB 401.6 million, which is an increase of about 9.6% from approximately RMB 366.4 million for the same period ending June 30, 2024 [1] - The profit for the period was approximately RMB 184.4 million, reflecting an increase of about 1.9% compared to approximately RMB 181.0 million for the same period ending June 30, 2024 [1] - The total managed building area reached approximately 108.5 million square meters, which is an increase of about 10.6% compared to the area as of June 30, 2024 [1]

Group 1 - The core viewpoint of the news is the financial performance of Jinmao Services for the six months ending June 30, 2025, showing significant revenue growth and stable profit margins [1] - Jinmao Services reported total revenue of approximately RMB 1,783.4 million, an increase of about RMB 292.0 million or 19.6% compared to RMB 1,491.4 million for the six months ending June 30, 2024 [1] - The gross profit for the same period was approximately RMB 401.6 million, reflecting a 9.6% increase from RMB 366.4 million year-on-year [1] - The net profit for the six months was approximately RMB 184.4 million, a slight increase of 1.9% from RMB 181.0 million for the previous year [1] - Earnings per share attributable to ordinary equity holders were approximately RMB 0.20, up from RMB 0.19 for the same period last year [1] - As of June 30, 2025, the total managed area was approximately 108.5 million square meters, an increase of about 10.6% compared to the previous year [1] Group 2 - The board declared an interim dividend of HKD 0.087 per share for the six months ending June 30, 2025, compared to HKD 0.084 per share for the same period last year [2] - Additionally, a special dividend of HKD 0.066 per share was announced to celebrate the company's third anniversary [2]

本文源自：金融界AI电报 金茂服务(00816.HK)发布截至2025年6月30日止6个月的中期业绩，该集团取得收入人民币17.83亿元(单 位下同)，同比增加19.58%;母公司拥有人应占溢利1.79亿元，同比增加3.07%;每股盈利0.2元，拟派发中 期股息每股0.087港元及特别股息每股0.066港元。 ...