贝壳-W(02423)公布，2025年9月9日耗资约700万美元回购约105.06万股股份。 ...

智通财经APP讯，贝壳-W(02423)公布，2025年9月9日耗资约700万美元回购约105.06万股股份。 ...

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) FF305 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10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（ ...

Core Viewpoint - Beike (BEKE.US) has experienced a 7-day consecutive rise, with a total increase of 13.7%, indicating a reversal trend in its stock performance [1] Company Strategy - Beike is implementing a "one body, three wings" strategy, focusing on creating a comprehensive residential service ecosystem that covers real estate transactions, home decoration, rental, and residential development [1] - The existing housing business relies on the ACN collaboration network and property dictionary, establishing a solid industry barrier [1] - The new housing business emphasizes the 3P model, contributing over 80% of transaction volume, serving as a core growth engine [1] Future Outlook - The company plans to deepen its "one body, three wings" strategy, ensuring steady development in the real estate brokerage sector while accelerating the layout of three major business lines: Huihaoju, integrated decoration, and Beihome [1] - This approach aims to enhance one-stop residential service capabilities and solidify its leading position in the industry [1]

Core Viewpoint - Beike has launched a comprehensive service guarantee system for real estate transactions, focusing on ensuring the safety of transaction funds and addressing the growing demand for transparency and standardization in the second-hand housing market [1][3]. Group 1: Service Commitment and Upgrades - Beike's new service commitment, "Fund Safety, Platform Guarantee," was introduced in Dalian, making it the first city in Northeast China to offer such a service [1][6]. - The company has upgraded its previous "fund custody" service to cover the entire transaction cycle, enhancing risk management and ensuring dynamic monitoring of fund flows [5][15]. - Beike has created official service groups for each transaction, ensuring that all participants are verified and that fund information is transparent and interactive [5][6]. Group 2: Risk Management and Consumer Protection - Beike has defined five categories of potential financial loss risks and established a risk management organization to enhance transaction safety [5][15]. - The company has refunded a total of 4.99 billion yuan in compensation since its establishment, reflecting its commitment to consumer protection and value creation [3][5]. - The Dalian Consumer Association has partnered with Beike to promote consumer rights protection, indicating government support for Beike's efforts in standardizing transactions and safeguarding consumer interests [11][15]. Group 3: Community Engagement and Additional Services - Beike Dalian has introduced a free service for the transfer of property ownership between direct relatives, covering all necessary procedures without charging any fees [13]. - The launch of this service is part of Beike's broader strategy to enhance the consumer experience in real estate transactions and contribute to social responsibility [13]. - Eleven brand owners signed a service commitment letter at the event, reinforcing their dedication to customer-centric values [13].

Core Viewpoint - Beike-W (02423.HK) announced a share buyback of 1.096 million shares at a cost of $7 million on September 8 [1] Group 1 - The company executed a buyback program, indicating confidence in its stock value [1] - The total expenditure for the buyback was $7 million, reflecting a strategic move to enhance shareholder value [1] - The number of shares repurchased was 1.096 million, which may impact the company's share structure and market perception [1]

Core Viewpoint - The company Beike-W (02423) announced a share buyback plan, indicating confidence in its financial health and future prospects [1] Group 1 - The company will spend $6.9977 million to repurchase 1.0965 million shares [1]

| 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 | | 佔有關事件前的現有已發 | | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | | | | 於下列日期開始時的結存(註1) | 2025年9月5日 | 3,430,132,293 | | 0 | | 3,430,132,293 | | 1). 其他 (請註明) | | | % | | | | | 見B部分 | | | | | | | | 變動日期 2025年9月8日 | | | | | | | | 於下列日期結束時的結存 (註5及6) | 2025 ...

Core Viewpoint - Beike's Ningbo station has launched a comprehensive service guarantee system called "True Guarantee," covering second-hand housing, new housing, and rental services, integrating service assurance into daily commuting through a dedicated subway train [1][9]. Group 1: Service Upgrade Announcement - The launch event was attended by representatives from regulatory bodies, industry associations, banks, and media, who recognized Beike's efforts in consumer rights protection and service quality enhancement [3]. - The Ningbo Consumer Rights Protection Committee praised Beike for its commitment to integrity and consumer communication, urging the company to maintain high service standards [3]. - The Ningbo Real Estate Association highlighted the "True Guarantee" service as a new benchmark for integrity in the industry, promoting self-regulation [3]. Group 2: Comprehensive Coverage of Services - Beike's Ningbo station introduced six service guarantees for second-hand housing transactions, including double refunds for price differences and compensation for property issues [5]. - For new housing, Beike committed to transparent transactions with no service fees and ensured all properties have complete legal documentation [5]. - The rental service introduced personal and property safety guarantees, along with special support for recent graduates, such as zero deposit and flexible rental options [5]. Group 3: Commitment to Service Standards - Representatives from various well-known real estate brands pledged to adhere to Beike's "True Guarantee" service standards and accept social supervision [7]. - Beike's professional service team committed to delivering high-quality service in line with the "True Guarantee" system [7]. Group 4: Brand Train Launch - A themed subway train was launched to promote the "True Guarantee" service, expected to reach over ten million passengers in the next three months [9]. - The train features a QR code for consumers to access information about the "True Guarantee" services directly [9]. Group 5: Future Service Enhancements - Beike's Ningbo station plans to further develop the "True Guarantee" service system, optimizing claims processes and expanding service scenarios for a better real estate transaction experience [9]. - The company aims to collaborate with industry partners to enhance living service standards and build a more transparent and healthy industry ecosystem [9].

Core Viewpoint - Beike (BEKE.US) continues to rise, with a pre-market increase of 2.45%, marking a six-day consecutive gain, driven by positive market sentiment and favorable policy changes in the real estate sector [1] Company Summary - According to a report by Xingzheng International, Beike's adjusted net profit for the years 2025, 2026, and 2027 is projected to be 6.2 billion, 7.4 billion, and 8.6 billion respectively, indicating strong growth potential [1] - The company is recognized as an industry leader with strong alpha attributes, suggesting it can outperform the market [1] Industry Summary - Recent policy adjustments in major cities, particularly in Beijing, Shanghai, and Shenzhen, have focused on easing restrictions, which is expected to stabilize and promote healthy development in the real estate market [1] - The real estate sector is anticipated to benefit from these favorable policies, contributing to Beike's beta elasticity as the market recovers [1]