Core Viewpoint - The company announced the grant of a total of 320,700 restricted stock units to 15 employees under the 2020 share incentive plan, effective from October 1, 2025, pending acceptance by the grantees [1] Group 1 - The grant of restricted stock units is equivalent to the same number of related Class A ordinary shares [1] - The employee grants do not require shareholder approval [1] - None of the grantees are company directors, senior executives, or major shareholders, nor are they connected to any of these parties [1]

格隆汇9月30日丨贝壳-W(02423.HK)公告，公司根据2020年股份激励计划批准于2025年10月1日向15名 雇员授出合共320,694个受限制股份单位(相当于相同数目的相关A类普通股)("雇员授出")，惟须待承授 人接纳。该等雇员授出毋须获得股东批准。概无承授人为公司董事、最高行政人员或主要股东或彼等任 何一方的联系人。 ...

智通财经APP讯，贝壳-W(02423)发布公告，公司根据2020年股份激励计划批准于2025年10月1日向15名 雇员授出合共32.07万个受限制股份单位(相当于相同数目的相关A类普通股)(雇员授出)， 惟须待承授人 接纳。该等雇员授出毋须获得股东批准。概无承授人为公司董事、最高行政人员或主要股东或彼等任何 一方的联系人。 ...

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分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 KE Holdings Inc. 貝殼控股有限公司 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：2423） 授出受限制股份單位 本公司根據2020年股份激勵計劃批准於2025年10月1日向15名僱員授出合共 320,694個受限制股份單位（相當於相同數目的相關A類普通股）（「僱員授出」），惟 須待承授人接納。該等僱員授出毋須獲得股東批准。概無承授人為本公司董事、 最高行政人員或主要股東或彼等任何一方的聯繫人。 僱員授出受2020年股份激勵計劃及本公司與各承授人將訂立的獎勵協議的條款及 條件的規限。2020年股份激勵計劃的主要條款載於本公司日期為2022年5月5日的 上市文件附錄四「法定及一般資料 － 股份激勵計劃 －2020年股份激勵計劃」一節 及本公司日期為2025年4月17日的2024年年度報告。 僱員授出的詳情載列如下： 授出日期 2025年10月1日 將授出受限制股份單位的 ...

Core Viewpoint - Beike has launched a "fund safety, platform guarantee" service commitment in Kunming, ensuring the safety of transaction funds for real estate buyers and sellers through standardized payment processes and platform support [1][5]. Group 1: Service Commitment - The service commitment aims to protect the safety of transaction funds throughout the entire real estate transaction cycle, evolving from a static notification to a dynamic safeguarding approach [5][7]. - Beike has upgraded its fund safety measures based on previous "fund custody" services, expanding the safety guarantee to cover the entire transaction process [5][7]. Group 2: Risk Management - Beike has established a comprehensive risk management system, defining five categories of potential financial loss risks and 37 risk characteristics [7]. - The platform will prioritize resolving consumer losses within 15 calendar days if funds are at risk during transactions, ensuring that the platform bears the initial financial responsibility [7][8]. Group 3: Industry Impact - The commitment is expected to enhance consumer confidence in real estate transactions, making the process more secure and transparent [10]. - Beike's approach reflects a shift in industry responsibility, transferring the burden of risk management from consumers to the platform [8][10].

Core Viewpoint - Beike-W (02423.HK) announced a share repurchase plan, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1 - The company plans to repurchase 297,100 shares at a total cost of 2 million USD [1] - The repurchase price per share ranges from 6.65 to 6.88 USD [1] - The repurchase is scheduled for September 29, 2025 [1]

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9月30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 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（ ...

Group 1 - The core idea of the news is that real estate companies and platforms are actively collaborating to boost market activity ahead of the National Day and Mid-Autumn Festival holidays, with Beike Shenzhen offering over 500 new discounted properties for buyers [1] - Beike Shenzhen is hosting the "Vibrant Shenzhen, Livable Future" 2025 New House Festival, providing direct discounts from developers and exclusive benefits through the Beike platform, including cash vouchers ranging from 500 to 3000 yuan [1] - The "Beike Sunshine Operation Service Commitment" has been signed with partner developers, ensuring transparent and ethical sales practices, which aims to enhance the purchasing experience for buyers [1] Group 2 - The new policy "905 New Policy" has led to a significant increase in new home transactions, with a 35% rise in new home subscriptions in the 23 days following the policy implementation compared to the previous 23 days, and a 75% increase compared to the same period in August [1] - Beike Shenzhen's research institute attributes the growth in transaction volume to the dual attraction of policy benefits and quality housing [1] - Beike has also launched the "Warm New Station & Anchor Home" initiative in Shenzhen, providing services for new employment groups, including daily care and community volunteer activities [2]

Core Insights - The recent investment activities in the home furnishing industry, particularly the stake acquisition by Yingfeng Group in Sophia, have garnered significant attention, highlighting the increasing capital interest in this sector [1][2]. Group 1: Capital Influx - Yingfeng Group has become the fifth largest shareholder of Sophia, holding 18.76 million shares, which accounts for 2.88% of Sophia's circulating shares and 1.95% of the total share capital [1]. - Other major players like JD.com and Jianfa Group are also actively investing in the home furnishing sector, with JD.com completing the acquisition of Life Home Decoration Group, enhancing its market presence [2][7]. - The influx of capital from various sources is expected to provide financial, technological, and resource support to the home furnishing industry, facilitating digital transformation and industry integration [1][2][3]. Group 2: Market Demand Potential - The home furnishing market in China is projected to reach a total scale of 5 trillion yuan by 2025 and 7 trillion yuan by 2030, driven by rising consumer demand for quality and personalized products [4]. - Consumers are increasingly seeking personalized, intelligent, and environmentally friendly home products, leading to a growing market for customized home furnishings [4][5]. - The smart home appliance market is also on the rise, with an expected scale of approximately 793.8 billion yuan by 2025, indicating a shift towards intelligent home solutions [4]. Group 3: Industry Transformation - The home furnishing industry is undergoing a critical transformation, with traditional companies facing challenges such as low production efficiency and product homogeneity [5]. - Capital investment is crucial for enhancing production capabilities, introducing advanced technologies, and fostering product innovation, thereby transitioning from traditional manufacturing to smart manufacturing [5][6]. - The integration of capital is enabling companies to optimize their sales channels and adopt a hybrid online-offline sales model, enhancing market competitiveness [6][7]. Group 4: Accelerated Upgrades - The influx of capital is reshaping the competitive landscape of the home furnishing industry, driving advancements in technology research, smart manufacturing, and channel expansion [6][7]. - Smaller home furnishing companies are benefiting from increased funding, allowing them to invest in research and development, thereby improving product quality and innovation [6]. - The focus on smart solutions and AI-driven personalized design is becoming a key competitive factor, with companies aiming to enhance customer engagement through innovative offerings [7].

Core Viewpoint - Beike-W (02423) announced a share repurchase plan, indicating confidence in its stock value and potential for future growth [1] Company Summary - Beike-W plans to repurchase 694,000 shares at a total cost of $4.497 million, which reflects a strategic move to enhance shareholder value [1]