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].

Core Insights - The collaboration between Binjiang Services and Yupan Intelligent aims to establish a new paradigm in the property management industry through AI technology, covering nearly 80 million square meters [1][2][3] - The partnership focuses on enhancing operational efficiency, energy management, cost reduction, and service experience through AI and robotics [1][3] Group 1: Strategic Goals - The primary objective of the partnership is to address the "impossible triangle" dilemma in the property management sector, which includes rising labor costs, service response speed, and profit pressure [2] - Binjiang Services aims to leverage Yupan Intelligent's technology to enhance brand premium and create a synergistic effect between service value and commercial value [1][2] Group 2: AI Implementation - The collaboration will prioritize AI solution development and testing, utilizing AI for deep data analysis and dynamic energy consumption adjustments [3] - Key breakthroughs include replacing manual processes with AI, using drones and robots for inspections, smart retrofitting of systems, and introducing technologies for seamless access and smart assistance [3] Group 3: Long-term Vision - The partnership will progress in phases: short-term focus on smart inspections and energy savings, mid-term on automating public areas, and long-term on personalized home services as robotic capabilities mature [3][6] - The initial projects will serve as "AI management model areas," emphasizing service model reconstruction and data utilization [3] Group 4: Yupan Intelligent's Expertise - Yupan Intelligent is recognized for its deep understanding of the property industry and its focus on AIoT solutions, which enhance the smart capabilities of existing properties [4][5] - The company has transitioned from focusing on new real estate markets to improving the smart level of existing properties, targeting residential, commercial, and urban infrastructure [4] Group 5: Future Developments - Yupan Intelligent plans to expand its services from outdoor to indoor applications, developing technologies for complex cleaning tasks and enhancing overall service efficiency [5][6] - The introduction of AI in property services is expected to improve public area services in the next 3-5 years, with potential future expansion into household services [6]

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之內容概不負責，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份內容而產生或 因倚賴該等內容而引致之任何損失承擔任何責任。 於本公告日期，董事會包括執行董事余忠祥先生、戚加奇先生及鍾若琴女士；非執行董事莫 建華先生及蔡鑫先生；以及獨立非執行董事丁建剛先生、李坤軍先生及蔡海靜女士。 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司） （股份代號：3316） 董事會會議日期 濱江服務集團有限公司（「本公司」）之董事（「董事」）會（「董事會」）謹此宣佈， 本公司將於二零二五年八月二十一日（星期四）舉行董事會會議，藉以（其中包 括）考慮及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 期業績及將其刊登於香港聯合交易所有限公司及本公司之網站；及考慮建議 派發中期股息（如有）。 承董事會命 濱江服務集團有限公司 主席兼執行董事 余忠祥 中國，杭州 二零二五年八月十一日 ...

Group 1 - The core point of the article is that Binhai Service (03316.HK) has entered into a strategic cooperation agreement with Hangzhou Yufan Intelligent to develop AI and robotics applications in property management [1] - The agreement was signed on August 10, 2025, and aims to establish a comprehensive partnership in the field of AI intelligence for property management [1] - The collaboration will focus on research and development of AI solutions, product trials, and market commercialization [1]

Core Viewpoint - The company has entered into a strategic cooperation agreement with Yufan Intelligent Technology Co., Ltd. to enhance AI integration and robotics applications in property management, aiming for operational efficiency and improved service experiences [1][2] Group 1: Strategic Cooperation - The company’s subsidiary, Hangzhou Binjiang Property Management Co., Ltd., has signed a strategic cooperation agreement with Yufan Intelligent on August 10, 2025 [1] - The partnership will focus on AI development and robotics applications in property management, including R&D, product trials, and market promotion [1] Group 2: Application Goals - Operational efficiency will be improved by using AI to replace repetitive manual processes, reducing error rates and increasing response speed; drones and robots will be utilized for automatic fault detection [1] - Energy consumption management will be enhanced through the upgrade of lighting and air conditioning systems, with AI analyzing energy data for automatic adjustments [1] - Service experience will be upgraded by establishing seamless access and intelligent assistants, alleviating manual workload, and providing personalized service plans [1] - Robotics will be applied in end-of-park delivery, deep cleaning, and efficient waste collection services [1] Group 3: Long-term Collaboration - Yufan Intelligent will establish a long-term cooperation mechanism with the company, continuously investing in R&D for self-developed and co-developed solutions and products [2] - The collaboration aims to ensure priority application of new products and technologies within the company, enhancing functionality for commercial promotion and industry leadership [2]

Core Insights - Binhai Service (03316.HK) has entered into a strategic cooperation agreement with Yupan Intelligent to enhance AI and robotics applications in property management [1][2] Group 1: Strategic Cooperation - The partnership aims to develop AI solutions and promote market commercialization in the property AI sector [1] - Yupan Intelligent will ensure priority application of new products and technologies within the group, focusing on continuous R&D investment [2] Group 2: Application Goals - Operational efficiency will be improved by using AI to replace repetitive manual processes, reducing error rates and increasing response speed [1] - Energy consumption management will be enhanced through the upgrade of lighting and HVAC systems, with AI analyzing energy data for automatic adjustments [1] - Service experience will be upgraded by establishing seamless access and intelligent assistants, alleviating manual workload and enhancing safety and convenience for property owners [1] - Robotics will be applied in end-of-park delivery, deep cleaning, and efficient waste collection services [1]