贝壳-W(02423)发布公告，于2025年12月11日斥资300万美元回购51.3万股。 ...

格隆汇12月12日丨贝壳-W(02423.HK)发布公告，2025年12月11日耗资300万美元回购51.3万股。 ...

智通财经APP讯，贝壳-W(02423)发布公告，于2025年12月11日斥资300万美元回购51.3万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年12月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 第 1 頁 共 8 頁 v 1.3.0 第 2 頁 共 8 頁 v 1.3.0 第 3 頁 共 8 頁 v 1.3.0 通股)計算。 備註： 已發行股份佔有關股份發行前的現有已發行股份數目百分比是依據本公司已發行股份數目總額3,506,225,794股 (包括3,366,778,024股 A 類普通股及139,447,770 股 B 類普 | 1). | 購回股份(或其他證券)但沒有註銷 | | 1,418,421 | % | USD | 5.6179 | | --- | --- | --- | --- | --- | --- | --- ...

Core Insights - On December 12, 2025, Alibaba-W (09988), SMIC (00981), and Xiaomi Group-W (01810) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 3.598 billion, 2.071 billion, and 2.057 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Xiaomi Group-W (01810), and Meituan-W (03690) led the trading volume, with amounts of 5.836 billion, 4.252 billion, and 3.826 billion respectively [1] Southbound Stock Connect Trading Activity - **Top Active Companies in Southbound Stock Connect**: - Alibaba-W (09988): Trading amount of 3.598 billion, net buy of -0.626 billion [2] - SMIC (00981): Trading amount of 2.071 billion, net buy of -0.292 billion [2] - Xiaomi Group-W (01810): Trading amount of 2.057 billion, net buy of -0.597 billion [2] - Tencent Holdings (00700): Trading amount of 1.882 billion, net buy of -0.193 billion [2] - Changfei Optical Fiber (06869): Trading amount of 1.409 billion, net buy of +0.64978 million [2] Shenzhen-Hong Kong Stock Connect Trading Activity - **Top Active Companies in Shenzhen-Hong Kong Stock Connect**: - Alibaba-W (09988): Trading amount of 5.836 billion, net buy of -2.742 billion [2] - Xiaomi Group-W (01810): Trading amount of 4.252 billion, net buy of +2.959 billion [2] - Meituan-W (03690): Trading amount of 3.826 billion, net buy of +2.850 billion [2] - Tencent Holdings (00700): Trading amount of 3.495 billion, net buy of -0.803 billion [2] - SMIC (00981): Trading amount of 1.447 billion, net buy of -0.287 billion [2]

Core Insights - The Hong Kong stock market experienced a net sell-off of 52.87 billion HKD from northbound trading, with a net sell of 65.95 billion HKD from the Shanghai-Hong Kong Stock Connect and a net buy of 13.09 billion HKD from the Shenzhen-Hong Kong Stock Connect [1] Northbound Trading Summary - The most net bought stocks included Meituan-W (03690), Xiaomi Group-W (01810), and Beike-W (02423) [1] - The most net sold stocks included Alibaba-W (09988), Tencent (00700), and Hua Hong Semiconductor (01347) [1] Stock Performance Details - Alibaba-W (09988) had a net buy of 14.86 billion HKD and a sell of 21.12 billion HKD, resulting in a net outflow of 6.26 billion HKD [2] - Xiaomi Group-W (01810) saw a net buy of 7.30 billion HKD against a sell of 13.27 billion HKD, leading to a net outflow of 5.97 billion HKD [2] - Meituan-W (03690) recorded a net buy of 5.00 billion HKD and a sell of 8.69 billion HKD, resulting in a net outflow of 3.69 billion HKD [2] Sector-Specific Insights - Meituan-W (03690) received a net buy of 24.81 billion HKD, while Alibaba (09988) faced a net sell of 33.68 billion HKD, with expectations of increased competition in the food delivery sector [4] - Xiaomi Group-W (01810) attracted a net buy of 23.61 billion HKD, supported by positive growth in its smartphone and IoT businesses, with projected adjusted net profits of 446, 515, and 622 billion CNY for 2025-2027 [4] - Beike-W (02423) had a net buy of 9.96 billion HKD, with analysts optimistic about its AI capabilities and cost control despite challenges in the real estate market [5] Additional Company Updates - Kuaishou-W (01024) received a net buy of 5.98 billion HKD, with expectations of strong revenue contributions from its AI initiatives [5] - ZTE Corporation (00763) faced a net sell of 1.56 billion HKD, with plans to repurchase shares amid compliance investigations [5] - Semiconductor companies like SMIC (00981) and Hua Hong Semiconductor (01347) experienced net sells of 5.78 billion HKD and 7.35 billion HKD, respectively, following news of potential sales of AI chips to China [6]

Core Insights - The core viewpoint of the articles is that Beike is leveraging the C2M (Customer to Manufacturer) model to transform the real estate development sector, emphasizing the importance of customer sovereignty in a changing market landscape [1][2][3] Group 1: Market Dynamics - The real estate market has shifted from a seller's market to a buyer's market since 2021, leading to more cautious purchasing behavior and longer transaction cycles [1][3] - As the market declines, customer acquisition becomes more challenging, resulting in increased sales costs for real estate companies [3] Group 2: Beike's Strategy - Beike aims to validate and enhance its C2M capabilities by independently managing real estate projects, creating a larger model to promote the C2M approach across various cities and projects [2][3] - The company has established 17 diverse real estate development projects in major cities like Beijing, Shanghai, and Guangzhou, with specific projects such as Chengdu Beichen S1 and Shanghai Beilian C1 being managed independently by Beike [2][3] Group 3: Product Philosophy - Beike's product philosophy prioritizes quality living over sales performance, emphasizing that understanding customer needs is more important than mere development experience [2][3] - Research conducted on 1,352 new projects in top 10 cities indicates that high-quality projects have better sales velocity, reinforcing the demand for well-matched housing solutions [1][3]

Core Insights - Chengdu's real estate market shows strong performance with the Beichen S1 project achieving significant sales in a short period, indicating robust demand in the high-end residential segment [1] Group 1: Sales Performance - Beichen S1 has recorded 20 units sold within less than a month of its launch, ranking second in total sales volume for the year 2025 in Chengdu for properties priced above 20 million [1] - The project is part of Beike's Beihome platform, which marks its first independently operated project [1] Group 2: Market Expansion - Beihome has successfully launched a total of 17 projects across major cities including Beijing, Shanghai, Guangzhou, Chengdu, Xi'an, Hangzhou, Nanjing, Changsha, Foshan, and Wuhan as of November 2025 [1] - The projects encompass various cooperation models, showcasing the platform's adaptability and strategic market positioning [1]

贝壳找房惠州站把"防跌倒"知识送进社区。 贝壳找房惠州站将门店变成 "数字学习点"，经纪人当起老人"小老师"。 受访者供图 门店提供多种便民服务。 在惠州的许多社区，人们常常能看到穿着蓝色马甲的经纪人志愿者：有人蹲在长者身旁，耐心讲解手机 生活应用；有人在小区活动室里示范科学防跌倒动作；有人手持扫帚在街角清理落叶；有人在居民求助 时递来一杯热水、一支笔，或一句暖心的"我来帮你"。 把"防跌倒"知识送进社区，为长者筑起安全防线 跌倒，是老年人最常见、也最容易被忽视的安全风险。70%的老年人至少经历过一次跌倒，严重者甚至 影响长期生活质量。为此，2023年贝壳公益推出"我来教您防跌倒"项目，并逐步在全国推广。贝壳找房 惠州站志愿者将课程带入社区，通过简明易学的讲解与示范，为长者提供最实用的居家安全指导。 课堂上，志愿者用水瓶、垫子模拟家庭场景，提醒老人注意地滑、台阶落差、地毯翘角、电线裸露等潜 在风险；他们示范安全起身、正确走路方式，带老人进行平衡训练；还会提醒长者如何选择鞋子、如何 提升日常活动量，帮助老人掌握更安全的生活习惯。不少老人感慨："上了课才发现，原来家里有这么 多容易忽视的安全隐患。" 截至2025 ...

Core Viewpoint - Peng Yongdong, the chairman of Beike, has donated 9 million shares valued at approximately 440 million yuan, demonstrating a strong commitment to philanthropy and confidence in the future of the housing service industry [2][4][6]. Group 1: Donation Details - The donation consists of 9 million Class A ordinary shares, valued at around 440 million yuan, as disclosed in a recent SEC filing [2]. - This act has elevated Peng Yongdong to the third position on the 2025 Hurun Charity List, making him one of the 14 "billion-level philanthropists" [6]. Group 2: Industry Confidence - The decision to donate rather than liquidate shares indicates a strong belief in the stable growth of Beike, which has managed to achieve a 2.1% year-on-year increase in net revenue to 23.1 billion yuan during an industry adjustment period [6][8]. - Major international banks, including Goldman Sachs and Morgan Stanley, have maintained "buy" or "overweight" ratings on Beike, reflecting market optimism [8]. Group 3: Focus of the Donation - The donation is strategically allocated, with 50% directed towards healthcare benefits for housing service workers and their families, and 50% aimed at supporting recent graduates with housing assistance [9][11]. - This focus on these two groups is seen as essential for the long-term health and development of the housing service industry, particularly in retaining young talent in urban areas [11][13]. Group 4: Industry Transformation - The housing service industry is transitioning from a focus on transaction volume to an emphasis on service quality and ecosystem sustainability, highlighting the importance of a holistic customer experience [14][16]. - The donation sets a benchmark for ecological responsibility within the industry, encouraging other companies to contribute to the sector's development and societal welfare [16][18].