Group 1 - The company's revenue increased by 22.7% to RMB 2,025.0 million for the six months ending June 30, 2025 [1] - Gross profit reached RMB 455.1 million, a 7.9% increase compared to the same period in 2024, with a gross margin of 22.5%, down 3.1 percentage points from 2024 [1] - The company's profit for the period was RMB 305.6 million, a 12.2% increase from RMB 272.3 million in 2024, driven by growth in business volume [1] Group 2 - Profit attributable to equity shareholders was RMB 297.7 million, up 12.2% from RMB 265.3 million in 2024 [1] - The net profit margin decreased to 15.1%, down 1.4 percentage points from 16.5% in 2024 [1]

Core Viewpoint - Binhai Service (03316) reported a mid-term performance for the six months ending June 30, 2025, with a revenue of 2.025 billion RMB, representing a year-on-year increase of 22.7% [1] Group 1: Financial Performance - The profit attributable to equity shareholders was 298 million RMB, an increase of 12.21% year-on-year [1] - Basic earnings per share were 1.08 RMB, with an interim dividend proposed at 0.826 HKD per share [1] Group 2: Revenue Sources - Property management services were the largest source of revenue and profit for the group, accounting for 57.2% of total revenue [1] - The 5S value-added services were the second-largest source of revenue, contributing 32.2% to total revenue [1] Group 3: Property Management Services - Revenue from property management services reached 1.158 billion RMB, a 27.9% increase from 904 million RMB in the same period of 2024 [1] - The increase in revenue was primarily due to business expansion and an increase in the number of projects [1] - Revenue from property management services provided to Binhai Group (002244) was 582 million RMB, up 29.6% from 449 million RMB in the same period of 2024, representing 50.3% of the property management service revenue during the reporting period [1]

EF001 免責聲明 | 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 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。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 濱江服務集團有限公司 | | 股份代號 | 03316 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年8月21日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.826 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.826 HKD | | 匯率 | 1 HKD : 1 HK ...

濱江服務集團有限公司（「本公司」）董事（「董事」）會（「董事會」）欣然宣佈本公 司及其附屬公司（統稱「本集團」）截至2025年6月30日止六個月（「報告期」）的未 經審核綜合業績，連同截至2024年6月30日止六個月的比較數字。本集團報告 期中期業績已經本公司審核委員會（「審核委員會」）審閱並經董事會於2025年8 月21日批准。 以下中期財務資料未經審核，但已由畢馬威會計師事務所按照香港會計師公 會頒佈的《香港審閱委聘準則》第2410號「由實體的獨立核數師執行中期財務資 料審閱」審閱，其不附修訂結論的審閱報告載列於將刊發的中期報告內。 本公告所載若干金額及百分比數字已經約整，或約整至小數點後一位或兩位數。 任何表格、圖表或其他地方所列總數與金額總和之間的任何差異乃因約整所致。 – 1 – 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而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 Binjiang Service Group Co. Ltd. 濱江服務集團有限公司 （於開曼群島註冊成立之有限公 ...

New Stock Activities - Companies currently in the IPO process include Jiaxin International Resources, Shuangdeng Co., and Kanglong Chemical [1] - Other companies in the IPO process are Suteng Juchuang, Jinglian Group, Binjiang Services, and Yika [1] Earnings Announcement Dates - Companies scheduled to announce earnings include Tengsheng Bo Pharmaceutical-B, Chunquan Industrial Trust, and Jinchao Yang Group [1] - Additional companies include Zaitong, China Petroleum & Chemical Corporation, Jinyuan Development International Industry, and Runli Maritime [1] - Other firms set to report earnings are New Fire Technology Holdings, Weijun Group Holdings, and Citic Bank [1] Shareholder Meetings - Companies holding shareholder meetings include Wuxi Life, China Wangwang, Cultural Communication, and Jingneng Clean Energy [1] - Additional companies include GC Construction [1] Dividend Distribution - Companies declaring dividends include Huixian Industrial Trust, Cabin, and Baotan Holdings [1] - Other firms include Pacific Shipping, China New Town, and Victory Securities [1] - Additional companies declaring dividends are Jinsang Machine Tool China, Aihua Credit, and Gaoxin Retail [1] - First Service Holdings is also listed for dividend distribution [1] Dividend Payment Dates - Companies with scheduled dividend payment dates include Midea Real Estate, China Galaxy, CITIC Securities, and China Life [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights a decline in new housing transaction volume and value, with a year-on-year decrease of 4.0% in sales area and 6.5% in sales value for the first seven months of 2025 [5][14] - The report indicates a continued downward trend in sales data, with July showing a significant drop of 7.8% in sales area and 14.1% in sales value compared to the previous year [5][14] - The report notes that the construction data shows a narrowing decline, with new construction area down 19.4% year-on-year, while completion area decreased by 16.5% [6][20] - The report emphasizes that the investment in real estate development has seen an increasing decline, with a 12.0% drop in investment amount for the first seven months of 2025 [7][24] - The report mentions that the funding available to real estate developers has decreased by 7.5%, with only personal mortgage loans showing a month-on-month increase [7][27] Summary by Sections Sales Data - In the first seven months of 2025, the total sales area of commercial housing was 516 million square meters, down 4.0% year-on-year, with residential sales area down 4.1% [5][14] - The sales value for the same period was 4.96 trillion yuan, a decrease of 6.5% year-on-year, with residential sales value down 6.2% [5][14] Construction Data - The new construction area for the first seven months was 352 million square meters, down 19.4% year-on-year, with residential new construction down 18.3% [6][20] - The completion area was 250 million square meters, down 16.5% year-on-year, with residential completion down 17.3% [6][20] Investment Trends - Real estate development investment for the first seven months was 5.36 trillion yuan, down 12.0% year-on-year, with residential investment down 10.9% [7][24] - The funding available to developers was 5.73 trillion yuan, down 7.5% year-on-year, with domestic loans and personal mortgage loans showing slight increases [7][27] Investment Recommendations - The report suggests that the traditional off-season in July and August will see continued weakness in supply and demand, with a recommendation for strong credit real estate companies that can capture improvement-driven customer demand [8][33] - It also highlights companies benefiting from both residential and commercial real estate recovery, as well as those with high-quality property management services [8][33]

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 ...

今年7月31日，国务院总理李强主持召开国务院常务会议，审议通过《关于深入实施"人工智能+"行动的 意见》（下称《意见》），为人工智能在各领域的深度应用按下了加速键。 公开信息显示，在一系列利好政策的支持下，近年来多家头部物管公司纷纷加速推进数字化转型。8月 10日，《华夏时报》记者从滨江服务（03316.HK）方面获悉，公司下属全资子公司杭州滨江物业管理 有限公司（下称"滨江物业"）与杭州宇泛智能科技股份有限公司（下称"宇泛智能"）将在AI智能化发展 及机器人应用领域建立战略合作关系，启动覆盖近8000万方的"AI+物业"行业新范式。 滨江服务集团执行董事兼副总裁戚加奇指出，社会对居住体验的关注度持续提升，智慧化需求激增， 而"所有前沿技术的终极指向，终将回归对人的关怀"。 利好政策助力物管行业转型升级 近年来，物业管理行业在规模扩张方面取得了显著成就。中指研究院发布的《2025中国物业服务百强企 业研究报告》显示，截至2024年底，我国物业管理行业总管理规模突破314亿平米，其中百强企业管理 面积均值再创新高，达到6900万平米。 然而，与此同时，物业管理行业长期深陷"不可能三角"困境，面临人力成本刚性上涨 ...

Core Viewpoint - The collaboration between Binhai Service and Yupan Intelligent aims to leverage AI technology to transform the property management industry, addressing challenges such as rising labor costs and declining profit margins [1][5]. Group 1: Strategic Collaboration - Binhai Service's subsidiary, Hangzhou Binhai Property, has established a strategic partnership with Yupan Intelligent to develop AI solutions for property management [1]. - The partnership will focus on AI-driven solutions for smart inspections and energy management of systems like air conditioning and lighting, which are expected to yield immediate cost optimizations [5][9]. Group 2: Industry Challenges and Goals - The property management industry faces multiple challenges, including rising labor costs, slowing growth, and declining profit margins, leading to a shrinking growth space [1]. - A third-party report indicates that from 2021 to 2024, cost reduction and efficiency improvement have been the top priorities for the top 50 property companies, with 96% of companies focusing on customer-centric strategies by 2024 [4]. Group 3: AI Implementation and Vision - Binhai Service emphasizes enhancing user satisfaction and happiness over mere cost reduction, aligning with the application of AI technology [5]. - The collaboration aims to create a new paradigm in high-end smart property management, where AI can autonomously perceive, analyze, decide, and execute tasks [5][6]. Group 4: Future Development Plans - In the next 3-5 years, the focus will be on enhancing services from community entrances to individual homes, including tasks like patrolling and waste collection [7]. - Over the next 5-10 years, the plan is to expand AI applications to more refined in-home services, enhancing the overall user experience [8]. Group 5: Value Creation through AI - Investment in AI in the property sector is seen as a means to enhance asset value rather than merely increasing costs, with potential for significant revenue growth through improved service quality [9]. - Binhai Service estimates that reliable AI systems can free up human resources for higher-value services, potentially increasing annual revenue per unit area significantly, which is crucial for the property management sector facing margin pressures [9].

戚加奇表示，今年政府工作报告首次写入"好房子"，明确提出"安全、舒适、绿色、智慧"要求，滨江集 团（002244）提出的"新好房子"标准(好建筑、好装修、好景观、好配套、好服务)与之高度呼应。"社会 对居住体验的关注度持续提升，智慧化需求激增。滨江虽非最早入局智慧物业，但选择与宇泛智能这样 技术深厚、经验丰富且品牌契合的伙伴合作，能事半功倍地打造高端智慧物业新范式。"戚加奇强调。 据悉，滨江服务与宇泛智能双方将率先聚焦AI方案研发与试用，利用AI深度分析数据，动态调节设备 能耗，推动节能减排。 滨江服务表示，此次合作旨在实现四大关键突破，一是通过AI替代人工重复流程，显著提升服务响应 效率；二是运用无人机与机器人自动巡检，高效识别并预警设施设备隐患；三是对照明、空调等系统进 行智能化改造，实现能耗的动态精准调节；四是引入无感通行、智能助理等技术，全面升级业主服务体 验。 本次合作将分短、中、长期推进，短期聚焦智能巡检与空调照明节能；中期用AI替代人力实现公共区 域自动化升级；长期在机器人能力成熟后，进入家庭提供个性化服务。本次合作首批进行智能化改造的 高端项目将被打造为"AI管理样板区"，其核心价值在于服务模 ...