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万物云(02602) - 建议2025年半年度之中期股息 (更新)
2025-09-03 12:15
EF001 股東務須向彼等的稅務顧問諮詢有關擁有及處置H股所涉及的中國、香港及其他稅務影響 的意見。 股東類型 稅率 有關代預扣所得稅之更多補充 (如適用) 非居民企業 (非中國內地登記地址) 10% 作為中國境內企業,本公司在向名 列於H股股東名冊上的非居民企業 股東(即以非個人股東名義持有H 股的任何股東,包括但不限於香港 中央結算(代理人)有限公司、其 他代理人、受託人或以其他組織及 集團名義登記的H 股股東)分派 中期股息前將從中代扣代繳10%作 為企業所得稅。 非個人居民 (非中國內地登記地址) 10% H股個人股東為香港、澳門居民及 其他與中國訂立10%稅率稅收協議 的國家或地區的居民,本公司將按 10%的稅率為該等股東代扣代繳個 人所得稅。 非個人居民 (非中國內地登記地址) 10% H股個人股東為與中國訂立低於 10%稅率稅收協議的國家或地區的 居民,本公司將按10%的稅率為該 等股東代扣代繳個人所得稅。 H股個人股東為與中國訂立高於 10%但低於20%稅率稅收協議的國 家或地區的居民,本公司將按該等 稅收協議規定的適用稅率為該等股 東代扣代繳個人所得稅。 非個人居民 (非中國內地登記地址) ...
万物云(02602) - 董事名单及其角色和职能
2025-09-03 12:04
Onewo Inc. 萬物雲空間科技服務股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2602) 董事名單及其角色和職能 萬物雲空間科技服務股份有限公司董事(「董事」)會(「董事會」)成員載列如下: (按姓氏拼音首字母排序) 執行董事 何曙華先生 朱保全先生 (董事長) 非執行董事 卜令秋先生 華翠女士 孫嘉先生 姚勁波先生 周奇先生 獨立非執行董事 陳玉宇先生 羅君美女士 沈海鵬先生 宋雲鋒先生 董事會設立三個委員會。下表提供各董事會成員在這些委員會中所擔任的職位。 | 董事 | 審計委員會 | 薪酬考核委員會 | 提名委員會 | | --- | --- | --- | --- | | 卜令秋先生 | | | | | 陳玉宇先生 | 成員 | | 成員 | | 何曙華先生 | | | | | 華翠女士 | | | 成員 | | 羅君美女士 | 主席 | | | | 沈海鵬先生 | | 主席 | 成員 | | 宋雲鋒先生 | | 成員 | 成員 | | 孫嘉先生 | 成員 | | | | 姚勁波先生 | | | | | 周奇先生 | | | | | 朱保全先生 | | 成員 | 主席 ...
万物云(02602) - 临时股东会投票结果及关於派付2025年中期股息的进一步资料
2025-09-03 11:57
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,並明確表示概不就因本公告全部或任何部分內容所產生或因依賴 該等內容而引致的任何損失承擔任何責任。 Onewo Inc. 萬物雲空間科技服務股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2602) 臨時股東會投票結果及 關於派付2025年中期股息的進一步資料 茲提述(i)萬物雲空間科技服務股份有限公司(「本公司」)日期為2025年8月18日的 通函(「通函」);及(ii)日期為2025年8月18日的本公司臨時股東會通告。除文義另 有所指外,本公告使用的詞彙具備與通函界定的相同意義。 # 根據各項相關決議案的總票數釐定 由於贊成第1及2項決議案的票數超過投票數的一半,故該等決議案獲正式通過為 普通決議案。 關於派付2025年中期股息的進一步資料 於臨時股東會上,截至2025年6月30日止六個月每股人民幣0.951元(含稅)的2025 年中期股息已獲股東批准。就派付股息而言,H股股東的股息將以人民幣宣派但 以港元派付。將以港元派付予H股股東的2025年中期股息實際金額按照臨時股東 會 ...
万物云(02602) - 截至二零二五年八月三十一日止之股份发行人的证券变动月报表
2025-09-01 11:54
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: 萬物雲空間科技服務股份有限公司(於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02602 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,168,053,129 | RMB | | 1 RMB | | 1,168,053,129 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,168,053,129 | RMB | | 1 RMB | | 1,168,053,129 | 本月底法 ...
万科上半年营收超千亿 多地开盘去化率超九成
Zheng Quan Shi Bao· 2025-08-22 19:09
Core Viewpoint - Vanke has made significant progress in risk management and integrated development in the first half of the year, achieving strong financial results and operational efficiency Group 1: Financial Performance - In the first half of 2023, Vanke reported revenue of 105.3 billion yuan and sales revenue of nearly 70 billion yuan, with over 45,000 housing units delivered and a sales collection rate exceeding 100% [1] - The company completed a total of 243.9 billion yuan in public debt repayment, with no foreign public debt due before 2027 [1] - Vanke's operating service business generated a total revenue of 28.4 billion yuan, maintaining industry-leading operational efficiency [1] Group 2: Sales and Project Management - Vanke's projects in cities like Chengdu, Wenzhou, and Tianjin achieved a sales rate exceeding 90% in the first half of the year [2] - The company has revitalized nearly 800 billion yuan in saleable assets since the beginning of 2023, with a total of over 200 billion yuan in new sales [2] - The average sales gross margin since 2022 has reached 16% [2] Group 3: Business Operations and Innovation - Vanke's subsidiary, Wanwu Cloud, achieved revenue of 18.2 billion yuan, leading the market in the stock residential sector with over 20 projects utilizing an innovative "elastic pricing" model [3] - The long-term rental apartment business operates over 270,000 units, with more than 130,000 units included in affordable rental housing, serving over 6,200 corporate clients [3] - Vanke has implemented advanced technology in construction, including a large model for architectural drawings and drone data collection for project monitoring, completing over 320,000 smart inspections [3] Group 4: Property Services - The "Feige" work order system developed by Wanwu Cloud covers over 3,000 residential projects, creating the largest real-time response network in the industry [4] - The operation of the rental apartment brand, Boyu, has achieved full automation, enhancing efficiency through a fully SaaS-based process [4]
万物云何曙华:弹性定价是市场自我调节的必然过程|直击业绩会
Guo Ji Jin Rong Bao· 2025-08-22 11:33
Group 1 - The core viewpoint of the articles highlights the shift in the property management industry from "scale expansion" to "quality competition" due to changing market dynamics and increased sensitivity of homeowners towards service quality and pricing [1] - The "elastic pricing" model introduced by Vanke Property is seen as a necessary adjustment in the industry, linking service standards more transparently to pricing, allowing homeowners to choose between basic and upgraded services [1] - Vanke Property's implementation of elastic pricing in Chongqing resulted in a 20% increase in property fee collection rates, and the company achieved an annualized revenue of 668 million RMB from 114 residential property projects, reflecting a year-on-year growth of 31.5% [1] Group 2 - Vanke Property aims to open-source the "elastic pricing" model across the industry, intending to create a common language and establish new service standards in collaboration with homeowners [2] - The company believes that as more industry peers participate, the concept of "quality for price" will mature, leading to positive feedback on the property fee pricing mechanism [2]
万物云朱保全:AI应用要与需求感知相结合,不要一厢情愿
Guo Ji Jin Rong Bao· 2025-08-22 11:33
Group 1 - The core viewpoint emphasizes that while AI is a significant trend, businesses must align AI applications with customer needs and industry collaboration rather than solely focusing on technology [1] - The company introduced a three-category employee collaboration model consisting of H-type real people, R-type robots, and A-type intelligent agents, which has led to the emergence of various AI agents within the organization [1] - In July, the first batch of six AI employees successfully passed their qualification defense and officially started working, indicating progress in AI integration [1] Group 2 - The company advocates for a human-machine collaboration model rather than complete automation, as human intervention is still necessary for certain tasks, such as the manual operation of charging guns in mobile charging robots [2] - The company plans to implement a more comprehensive human-machine mixed employment model in its operations, particularly in the Butterfly City project [2] - The impact of technology on frontline service workers is acknowledged, with the company emphasizing the importance of employee retraining and job reallocation to prevent job loss and enhance skill sets [2]
万物云王绪斌:营收和核心净利的全年增速将进一步扩大
Guo Ji Jin Rong Bao· 2025-08-22 11:33
Core Insights - The company reported a revenue of 18.14 billion yuan for the first half of the year, representing a year-on-year growth of 3.1% [1] - Net profit increased by 5.4% year-on-year, while core net profit, excluding non-recurring losses, grew by 10.8% [1] - The management indicated that the growth in non-developer core customer business outpaced the decline in developer business, achieving a positive "scissors difference" [1] Financial Performance - The company plans to distribute a total dividend of 1.1 billion yuan for the mid-2025 dividend payout, resulting in an annualized dividend yield of approximately 9% [1] - The expected growth rates for revenue and core net profit are projected to further increase in 2025, building on the current half-year growth rates [1] Strategic Focus - The company emphasizes a strategy of "development first, with consideration for returns," balancing strategic investments, business development, and shareholder expectations [1] - Key drivers for performance include internal growth from flexible pricing, the release of new business capabilities, investment-driven growth, and cost reduction and efficiency improvements from AI [1]
万物云叶菲:已建立专业队伍推进去化抵债资产
Guo Ji Jin Rong Bao· 2025-08-22 11:33
Core Insights - The company, Wanwu Cloud, has released its performance announcement for the first half of the year and held an online earnings conference [1] - The company aims to efficiently advance the disposal of related party assets through the establishment of a special task force named "Jingzhe" in March 2025 [1] - As a light asset operation enterprise, Wanwu Cloud is actively exploring asset disposal paths to maintain its light asset model and ensure efficient operation of core businesses [1] Financial Health - The overall operating condition of the company is good, with a current ratio of 1.18, indicating a healthy level [1] - The company has stable cash flow and sufficient cash reserves, allowing it to take time to gradually digest these assets [1] Asset Management Strategy - The company has developed differentiated strategies for different types of assets: for sales-type assets, it focuses on controlling the relationship between sales prices and acquisition costs, aiming to sell as much as possible while ensuring overall profitability [1] - For operational assets, the company is committed to refined operations, exemplified by a micro-renovation investment of 5 million yuan in the Wuhan Xintang project, which resulted in a 26% increase in foot traffic and a 31% increase in sales [1]
市值不足十亿的港股物企达38家,物企IPO热度降至冰点
Nan Fang Du Shi Bao· 2025-08-22 02:57
Core Viewpoint - The property service industry is facing significant challenges due to a deep adjustment in the real estate market, with a notable decline in IPO activity and increasing financial asset impairment issues affecting profitability [1][3]. Group 1: Market Trends - In 2025, the overall revenue growth rate of the property service industry is expected to decline, with significant performance differentiation among companies [3]. - The first half of 2025 has seen a drastic drop in IPO activity within the property sector, with only Aolian Services submitting a prospectus to the Hong Kong Stock Exchange [3]. - The ongoing economic downturn and declining housing asset values have led to a "discounted property fee for vacant houses" trend, with multiple cities announcing reductions in property fees for unoccupied homes [3]. Group 2: Financial Performance - As of June 30, 2025, the Hang Seng Property Services and Management Index has increased by 11%, while the Hang Seng Index has risen by 20%, indicating that property management stocks are underperforming compared to the broader market [4]. - The average stock price increase for 40 tracked Hong Kong property companies was 7.71% in the first half of 2025, with a significant recovery in valuation, as the price-to-earnings ratio (TTM) rose from 5.09 to 10.62 [4]. - Notable stock price increases were observed in companies such as Zhong An Smart Life (+108.38%), Deshan Property Investment Services (+39.29%), and China Resources Mixc Life (+35.96%) [4]. Group 3: Market Capitalization and M&A Activity - As of June 30, 2025, there are 38 Hong Kong property companies with a market capitalization of less than 1 billion HKD, representing 63% of the listed property companies [5]. - The number of companies engaging in share buybacks has decreased from 10 to 8, with a total buyback amount of 234 million HKD, down 35.24% year-on-year [5]. - The property sector has seen a decline in merger and acquisition activity, with only 18 public M&A cases reported in the first half of 2025, primarily aimed at expanding business scale and consolidating regional advantages [5].