碧桂园服务(06098)发布公告，于2025年9月2日斥资251.4万港元回购39.1万股。 ...

格隆汇9月2日丨碧桂园服务(06098.HK)发布公告，2025年9月2日耗资251.41万港元回购39.1万股，回购 价格每股6.43港元。 ...

智通财经APP讯，碧桂园服务(06098)发布公告，于2025年9月2日斥资251.4万港元回购39.1万股。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 碧桂園控股有限公司 (於開曼群島註冊成立之有限公司) FF301 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02007 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | 0.1 | HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.1 HKD | | 10,00 ...

Group 1: Sales Performance of Real Estate Companies - The top 10 real estate companies in China achieved a total sales amount of 705.3 billion yuan from January to August 2025, representing an 8% year-on-year increase [8] - The sales amounts for the top 100 real estate companies reached 28.2 billion yuan, with a significant decline in the threshold values for the top 30 and 50 companies, which decreased by 10% and 18% respectively [8] Group 2: Policy Changes and Market Impact - Beijing and Shanghai have optimized their housing purchase restrictions in non-core areas, but these changes have not significantly impacted the real estate market [10][11] - The adjustments in purchase policies allowed for increased buying capacity for eligible families in non-core areas, yet the immediate sales results did not show a notable increase [14][15] Group 3: Land Supply and Market Dynamics - The focus of real estate policy has shifted from "incremental expansion" to "stock quality improvement," with a trend towards re-supplying previously unsold or stored land through regulatory adjustments [16] - In August, significant land transactions occurred in Shenzhen and Ningbo, with a notable land deal in Shenzhen reaching a total price of 8.64 billion yuan, setting a record for the year [17][18]

Group 1 - The core viewpoint of the article highlights a general increase in Hong Kong real estate stocks, driven by the relaxation of housing purchase restrictions in Beijing and Shanghai, which are the strictest cities in terms of these policies [1][1][1] - Major real estate companies such as China Jinmao, New World Development, and Sunac China saw significant stock price increases, with China Jinmao rising over 4% [1][1][1] - Analysts suggest that if the real estate market continues to show weakness, cities like Beijing and Shanghai are likely to further ease purchase restrictions, indicating a potential shift in national housing policy [1][1][1] Group 2 - The China Index Academy anticipates that September will be a period of intensive real estate policy announcements, with new supportive measures expected to accelerate under the goal of stabilizing the market [1][1][1] - As the market anticipates a potential interest rate cut by the Federal Reserve in September, there is an expectation for increased domestic monetary policy flexibility, which could further benefit the real estate sector [1][1][1] - The real estate market is entering the "Golden September and Silver October" sales season, with expectations that property companies will accelerate their sales efforts in core cities, leading to a potential short-term increase in market activity [1][1][1]

文字原创丨美筑家居 以后房地产市场会怎么走，房价到底是涨还是跌，不管是不是行内人，估计都在关注这个问题。 不少专家和大佬都曾经发表过自己的预测，但要说谁看得最准，可能还是那些真正在行业里深耕多年的人。 最近，万科创始人王石又谈了他对楼市的判断。 可现在回头看，这些提醒都一一应验。 要知道，早在2016年他就提出"房住不炒"，当时很多人不以为然； 2018年他又喊出"活下去"，也被不少人当作危言耸听。 所以这回他发声，行业内格外关注，如果不出意外，这回大概率又是对的。 王石预言了这几个观点： ①房地产的调整不是短时间能完成的，得花上好几年的时间才能恢复。 目前房价相比高点已经跌了不少，有些地方甚至接近腰斩。 但是如果大家的收入没起来、就业不稳定，对未来的预期还是不乐观，那楼市回暖就还早。 他建议普通人别急着抄底，再观望观望更稳妥。 | 排名 | 企业简称 | (亿元) | 排名 | 企业简称 | (万平方米) | | --- | --- | --- | --- | --- | --- | | 1 | 保利发展 | 1807. 2 | 1 | 保利发展 | 994.9 | | 2 | 中海地产 | 1535. 2 ...

公司公布1H25 业绩：收入232 亿元，同比增长10%；归母净利润10 亿元，同比下降31%；核心归母净 利润15.7 亿元，同比下降15%，符合我们预期。公司未宣派中期股息。 收入在基础业务支持下实现平稳增长。不含三供一业口径，公司在管面积同比增长6%至10.6 亿平方 米，带动占总收入约六成的物业管理服务收入同比增长7%；此外，收入亦有相对明显贡献的三供一业 板块收入同比增长52%，二者共同推动总收入平稳增长。 利润率呈现一定压力。除非业主增值服务收入外，公司多项业务板块毛利率呈现不同程度的同比下降。 其中，大物管板块的盈利能力下降可归因于： 新拓展项目毛利率低于现有存量、部分存量高毛利项目逐步回归行业平均、公司针对部分问题项目阶段 性增加投入、增值业务的结构变化与前期发展投入需要等。 机构：中金公司 研究员：王翼羽/程坚/张宇 1H25 业绩符合我们预期 发展趋势 业务发展或仍承受内外部压力和扰动，股东回馈取态积极。综合考虑当前的宏观经济环境背景及公司在 管资产组合结构，我们认为其大物业板块的经营仍将面临一定压力和挑战，而公司的精细化管理举措则 有望一定程度上对冲外部环境影响，使得核心业务维持相对的稳 ...

Core Insights -碧桂园服务 achieved a revenue of 23.2 billion yuan in H1 2025, representing a year-on-year growth of 10.2%, while core net profit attributable to shareholders decreased by 14.8% to 1.57 billion yuan [1][2] Group 1: Business Performance - Core businesses showed positive year-on-year growth, with property management, "three supplies and one industry," and community value-added services generating revenues of 13.6 billion, 5.1 billion, and 2.1 billion yuan respectively, reflecting growth rates of 6.7%, 51.6%, and 5.3% [1][2] - The combined revenue from the three main businesses accounted for 89.6% of total revenue, an increase of 3.6 percentage points year-on-year, while their combined gross profit margin rose to 92.9%, up 3.1 percentage points [1][2] Group 2: Expansion and Market Position - The company maintained its industry-leading position with a managed area of 1.06 billion square meters (excluding "three supplies and one industry") and signed new third-party contracts covering 6.477 million square meters, a year-on-year increase of 66% [2] - The "three supplies and one industry" segment signed 315 new projects with a total contract value of 1.79 billion yuan, indicating strong growth potential in this specialized area [2] Group 3: Profitability and Shareholder Returns - Gross margins for basic property management, "three supplies and one industry," and community value-added services were 21.8%, 7.7%, and 30.4% respectively, showing declines of 1.1, 1.2, and 8.6 percentage points year-on-year [2] - The company committed to distributing 60% of core net profit attributable to shareholders as dividends in 2025 and plans to enhance shareholder returns through share buybacks and other measures [3]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 COUNTRY GARDEN HOLDINGS COMPANY LIMITED 碧桂園控股有限公司 （於開曼群島註冊成立之有限公司） （股份代號：2007） 海外監管公告 本海外監管公告乃由碧桂園控股有限公司（「本公司」）根據香港聯合交易所有限公司 （「聯交所」）證券上市規則（「上市規則」）第13.10B條刊發。 謹請參閱隨附本公司在中華人民共和國上海證券交易所（「上交所」）網頁登載之《碧 桂園控股有限公司關於公司重大事項的公告》（債券代碼：135797）。 另外，亦請參閱隨附本公司之附屬公司碧桂園地產集團有限公司及騰越建築科技集 團有限公司在上交所網站和╱或中華人民共和國深圳證券交易所網站登載之文件： – 1 – 1. 《碧桂園地產集團有限公司關於公司重大事項的公告》（債券代碼：163015、 175214、175366、149407、149509、149632、149748、102282094及 1 ...