旧物业撤场了，然后呢？ 滨江服务撤场一个月了，杭州万固珺府小区并未如期迎来新物业。 今年4月，杭州万固珺府小区业委会以"隔壁小区更低"为由，要求滨江服务将物业费从2.8元/㎡·月降至2.2元/㎡·月，不过滨江服务则以"降低物业费收费标 准影响后续现场服务品质"为由不再参与续聘，并于6月30日准时撤场，小区由街道指定的临时托管物业杭州磐石物业服务有限公司（以下简称磐石物业） 接手。 但在经过20天的对外招标后，据"万固珺府小区第一届业委会"微信公众号消息，由于"缴纳保证金的物业企业不足三家"，小区新物业首次对外招标以流标 收场，目前已第二次启动对外招标选聘流程。 根据竞标公告，新物业公司住宅物业费报价区间为2.20元～2.75元/㎡·月（不含能耗费），能耗费0.6元/㎡·月；商业用房则定价为4.6元/㎡·月，地下车位管 理费最高限价60元/个·月。 据《每日经济新闻》记者了解，今年以来已有多家物业企业因物业费收缴率低、物业费价格协商不一致等问题主动发布离场公告，但旧物业离场后，谁来 接盘成了难题。 不到60万元欠费，逼退头部物业？ 业委会于7月10日迅速启动新物业选聘，但20天的招标结果令人唏嘘——仅获得了两家 ...

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。 董事會會議召開日期 中海物業集團有限公司（「本公司」）董事會（「董事會」）謹此公佈，本公司將於 二零二五年八月二十五日（星期一）舉行董事會會議，藉以批准本公司及其附屬公司 截至二零二五年六月三十日止六個月之中期業績公告之刊發及考慮派發中期股息（如 有），以及其他事項。 承董事會命 香港，二零二五年八月八日 於本公告日期，董事會包括九名董事，四名為執行董事，即張貴清先生（主席）、 肖俊強先生（行政總裁）、龐金營先生（副總裁）及甘沃輝先生（財務總監）； 兩名為非執行董事，即郭磊先生及吳溢穎女士；以及三名為獨立非執行董事，即 容永祺先生、蘇錦樑先生及林雲峯先生。 中海物業集團有限公司 主席兼執行董事 張貴清 ...

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7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: 中海物業集團有限公司 呈交日期: 2025年8月6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) | 02669 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | HKD | | 0.001 | HKD | | 30,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 30,000,000,000 | HKD | | 0.001 | HKD | | 30,000,000 | 本月底法定/ ...

Core Insights - The report highlights the expansion of the top 50 property service companies in China, with a total new contract area of approximately 69.68 million square meters in July 2025, showing a decrease in expansion activity compared to June [1][11] - The leading sectors for third-party expansion in July were schools (27.4%), residential (24.2%), and office spaces (22.4%), indicating a shift in focus towards educational projects [1][13] - Country Garden Services secured the highest contract amount in July for a city service project, totaling nearly 140 million yuan, specifically for a sanitation integration project in Ningde City [1][19][22] Expansion Analysis - In July, the total new third-party expansion area reached 62.42 million square meters, with only six companies achieving a scale of over 3 million square meters, representing 36.4% of the total [11] - The top three companies for new commissioned project expansions were Yalife Group (4.38 million square meters), Shimao Services (4.11 million square meters), and China Overseas Property (4 million square meters) [12][11] - The overall new commissioned project expansion area for the top 50 companies decreased by 22.6% from June's 14.01 million square meters to 10.84 million square meters in July [23] Sector Performance - The top-performing companies in various sectors included Yalife Group in school projects (2.24 million square meters), Country Garden Services in residential projects (1.2 million square meters), and Shimao Services in office projects (1.44 million square meters) [16][18] - The diversification into non-residential sectors is becoming a competitive advantage for leading property companies, as they seek new profit growth points [16] Contract Amounts - The total contract amount for the top 10 city service projects in July was approximately 840 million yuan, with Country Garden Services leading at nearly 140 million yuan for a three-year sanitation project [20][22] - The report indicates that the top five companies for new associated presale areas were Greentown Services, Wanwu Cloud, Poly Property, China Merchants Jinling, and China Overseas Property, maintaining high conversion capabilities [23]

Group 1 - Goldman Sachs maintains a "Buy" rating for Li Auto-W with a target price of HKD 138, expecting monthly sales of 6,000 units for its new electric SUV i8 [1] - China Biologic Products is rated "Outperform" by CMBI, highlighting its strong innovation pipeline and growth in biosimilars and generics [1] - JPMorgan upgrades Hang Lung Properties to "Overweight" with a target price of HKD 10, citing attractive dividend yield and improved sales outlook [2] Group 2 - Citi maintains a "Outperform" rating for China Overseas Property but lowers the target price to HKD 6.1, focusing on service quality improvement [3] - UBS maintains a "Buy" rating for Ping An Insurance, raising the target price to HKD 66, driven by improved macro conditions and growth in asset management [4] - UBS maintains a "Buy" rating for GCL-Poly Energy with a target price of HKD 1.9, benefiting from supply cuts and strong product quality [5] Group 3 - Macquarie maintains a "Outperform" rating for Prada but lowers the target price to HKD 60, citing lower-than-expected sales growth [6] - Goldman Sachs maintains a "Neutral" rating for CATL, adjusting the target price to HKD 436 due to expected declines in battery gross margins [7] - Goldman Sachs maintains a "Buy" rating for Kuaishou-W with a target price of HKD 68, anticipating significant revenue growth in the AI sector [8] Group 4 - Morgan Stanley maintains an "Overweight" rating for HSBC, raising the target price to HKD 107.1 due to improved earnings forecasts [9]

里昂发布研报称，由于经营环境充满挑战，预期中海物业(02669)将维持业务增长，但增速将会放缓。 自2024年以来，该公司已将重点从扩大规模转移到致力于完善、深化和提升其物业管理服务质量，该行 认为这是其长期成功的绝对关键。目前该行偏好物业管理公司而非房地产开发商。维持对中海物业"跑 赢大市"评级，但将目标价由6.2港元轻微调低至6.1港元。 ...

智通财经APP获悉，里昂发布研报称，由于经营环境充满挑战，预期中海物业(02669)将维持业务增长， 但增速将会放缓。自2024年以来，该公司已将重点从扩大规模转移到致力于完善、深化和提升其物业管 理服务质量，该行认为这是其长期成功的绝对关键。目前该行偏好物业管理公司而非房地产开发商。维 持对中海物业"跑赢大市"评级，但将目标价由6.2港元轻微调低至6.1港元。 ...

里昂发表报告指，由于经营环境充满挑战，预期中海物业将维持业务增长，但增速将会放缓。自2024年 以来，该公司已将重点从扩大规模转移到致力于完善、深化和提升其物业管理服务质量，该行认为这是 其长期成功的绝对关键。由于房地产市场前景仍不明朗，该行偏好物业管理公司而非房地产开发商，维 持对中海物业"跑赢大市"评级，目标价由6.2港元轻微调低至6.1港元。 ...

Group 1 - The core viewpoint of the report is that among the rated Chinese property management stocks, only China Resources Mixc Lifestyle (01209) receives a "Buy" rating, with expectations of maintaining double-digit profit growth and a dividend payout ratio of 100%, leading to an estimated dividend yield of about 5% and a target price of HKD 44 [1] - The report indicates that Chinese property management stocks have seen a cumulative price increase of over 20% year-to-date, suggesting that the valuation recovery phase has ended [1] - Due to a cautious outlook on the industry fundamentals, the company has downgraded profit forecasts for several property management firms, anticipating a slowdown in profit growth to single digits [1] Group 2 - Based on valuation, the rating for Poly Property (06049) has been downgraded from "Buy" to "Neutral," while China Overseas Property (02669) has been downgraded from "Neutral" to "Underperform," with target prices raised to HKD 37 and HKD 5.5 respectively; it is expected that China Overseas Property will have the lowest dividend yield in the industry at only 3.6% this year [1] - The rating for Greentown Service (02869) has been upgraded from "Underperform" to "Neutral," as its high-end brand aligns with the market demand differentiation trend, with the target price increased from HKD 3.8 to HKD 5 [1]

报告指，中国物管股年初至今股价累计上涨逾20%，预期估值修复期已结束。考虑到行业基本面仍持审 慎看法，该行下调对一众物管商的盈利预测，预期盈利增长幅度将放缓至单位数。 智通财经APP获悉，美银证券发布研报称，所评级的中国物管股当中，目前只有华润万象生活(01209) 获"买入"评级，美银证券预期该公司盈利维持双位数增幅，而且派息比率高达100%，股息回报率料达 约5%，予目标价44港元。 基于估值，将保利物业(06049)的评级从"买入"降至"中性"，中海物业(02669)也从"中性"降至"跑输大 市"，目标价分别升至37港元及5.5港元，预期中海物业今年预测股息回报率仅录3.6%，属行业最低。同 时该行将绿城服务(02869)的评级从"跑输大市"升至"中性"，认为其高端品牌符合市场需求分化的趋势， 目标价从3.8港元上调至5港元。 ...