免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月6日，保利物业服务股份有限公司成立了广东保民城市景区运营有限公司，以拓展城市景 区运营业务。 该公司由保利发展旗下企业全资持股，法定代表人为靳勤。经营范围覆盖游览景区管理、名胜风景区管 理及露营地服务等多个领域。 ...

企查查APP显示，近日，广东保民城市景区运营有限公司成立，法定代表人为靳勤，经营范围包含游览 景区管理；名胜风景区管理；公园、景区小型设施娱乐活动；自然生态系统保护管理；露营地服务等。 企查查股权穿透显示，该公司由保利发展(600048)旗下保利物业服务股份有限公司全资持股。 ...

杨浦定海路街道有着大量老旧小区，一些迷你小区自身体量小，物业费低至一毛八，物业管理长期陷 于"收费低-服务差-居民不满意-收费难"的"死循环"。前不久，街道脑洞大开，试点了大规模"团购物 业"模式，将12个位置相近、问题相似的老旧小区打包整合为11.2万平方米的物业服务综合体，团购物 业，能破解老旧小区的管理难题吗？ 保利物业经理马大武在小区里处理着停车发票等事务，一边对居民解释"我们是物业的"。他坦言，如今 自己每天要给手机充三次电，因为管理的这些小区风格各不相同，遇到的问题也多种多样。 物业经理马大武的2026，是在暴走中"打开"的。不同于过去16年经手过的商品房楼盘，去年12月，他一 下子成了杨浦区定海路街道12个"老小散"小区的"大管家"。 这12个小区建造年代从上世纪七十年代到2000年左右不等，体量最大的也不过才384户，有10个小区长 期由托管物业兜底，每月每平方米物业费仅1毛8，居委干部常常充当着物业应急"救火队员"。 杨浦区定海路街道隆昌居民区居委干部王丽伟说："你凌晨三点、晚上十一点，有时候睡觉时一个电话 来了，紧急情况你得处理啊，没办法，人家也在水深火热当中。" 居民们更是苦不堪言，应急 ...

前言 中指研究院通过中指数据·CREIS物业版，对中国物业服务企业市场拓展信息进行监测（2025年1-12月），针对企业新增合约以及第三方市 场拓展进行专项研究，发布"2025年1-12月中国物业服务企业新增合约面积TOP50"，"2025年1-12月中国物业服务企业第三方市场拓展 TOP50"。通过研究，帮助企业掌握行业发展趋势，明晰不同企业规模扩张选择，为企业高效拓展提供借鉴。 立即申请免费试用AI标书助手，体验高效投标！ 2025年1-12月要点： 2025年1-12月物业服务企业新增合约面积情况 | | 2025年1-12月中国物业服务企业 | | | --- | --- | --- | | | 新增合约面积TOP50 | | | 排名 | 企业名称 | 新增合约面积 (万平方米) | | | 中海物业管理有限公司 | 7917 | | | 上海永升物业管理有限公司 | 5107 | | 3 | 保利物业服务股份有限公司 | 4396 | | ব | 碧桂园生活服务集团股份有限公司 | 4361 | | 5 | 绿城物业服务集团有限公司 | 4063 | | 6 | 华润万象生活有限公司 | 2856 ...

FF301 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12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: 保利物業服務股份有限公司（於中華人民共和國註冊成立的股份有限公司） FF301 II. 已發行股份及/或庫存股份變動 | 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) | 06049 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 347,000,090 | | 0 | | 347,000,090 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 347,000,090 | | 0 | | 347,000,090 | I. 法定/註冊股本變動 | 1. 股份分 ...

Investment Rating - The report maintains an "Overweight" rating for the real estate industry [4][6] Core Views - The real estate market in 2025 is expected to remain sluggish, with new home transactions down by 15.8% year-on-year, while second-hand home transactions show a slight increase of 3.9% [11][22] - The report emphasizes that the policy environment is expected to become more stringent, similar to the conditions seen in 2008 and 2014, indicating that the current policy adjustments are still in progress [4] - The report suggests that the real estate sector serves as an early economic indicator, making it a valuable asset class for investment [4] - The competitive landscape in the industry is improving, with leading state-owned enterprises and select mixed-ownership and private companies expected to perform better in land acquisition and sales [4] - The report highlights a focus on first-tier and select second-tier cities for investment, as these areas are likely to see better performance during market rebounds [4] Summary by Sections New Home Transactions - In 2025, the cumulative new home transaction volume in 30 sample cities reached 98.217 million square meters, a decrease of 15.8% year-on-year [11] - First-tier cities accounted for 26.191 million square meters, down 12.0%, while second-tier cities saw a decline of 15.6% to 49.040 million square meters [11] - December 2025 saw a significant drop in new home transactions, with a total of 9.679 million square meters, reflecting a year-on-year decrease of 40.0% [2][11] Second-Hand Home Transactions - The total area of second-hand home transactions in 2025 was 103.989 million square meters, marking a year-on-year increase of 3.9% [22] - First-tier cities recorded a total of 43.287 million square meters in second-hand home transactions, up 4.4% year-on-year [22] Market Performance - The report notes that the real estate index decreased by 0.7% this week, lagging behind the CSI 300 index by 0.10 percentage points, ranking 19th among 31 sectors [34] - The report identifies a total of 28 stocks that increased in value this week, while 82 stocks experienced declines [34] Credit Bond Issuance - In the week of December 29 to January 4, only one credit bond was issued by real estate companies, totaling 250 million yuan, a decrease of 44.82 million yuan from the previous week [45]

Core Insights - The report emphasizes the importance of stabilizing expectations in the real estate market, highlighting the need for proactive measures to shorten adjustment periods and smooth market fluctuations [5][14][17] - The article from "Qiushi" magazine outlines the critical role of real estate in the national economy and stresses the necessity of maintaining policy strength to align with market expectations [5][14][16] Section Summaries 1. Policy Environment During New Year - The article in "Qiushi" magazine discusses the current phase of the real estate market, indicating a shift from housing shortages to a balance in supply, with a focus on quality over quantity in housing demand [13][15] - It highlights the financial asset nature of real estate, emphasizing its significance in stabilizing the economy and the need for effective expectation management [14][15] 2. Transaction Performance: New and Second-Hand Housing - New housing transactions during the New Year period saw a significant decline, with a daily average of 15.66 million square meters sold across 32 cities, down 44.8% year-on-year [19][21] - In contrast, second-hand housing transactions showed relative stability, with an average of 2,676 units sold daily across 80 cities, a slight decrease of 1.1% year-on-year [26][28] 3. Market Trends and Insights - The real estate sector's performance was weak, with the SW real estate index down 0.7%, underperforming the CSI 300 index by 0.1 percentage points [5][19] - The report notes that the PB valuation for major developers is at 0.45x, indicating low market expectations for price recovery [5][19] 4. Company Valuation and Financial Analysis - The report provides a detailed valuation analysis of key companies in the real estate sector, indicating a "Buy" rating for several firms based on their projected earnings and valuation metrics [6][19] - Companies like Vanke A and China Overseas Development are highlighted for their potential upside based on current market conditions and valuations [6][19] 5. Future Outlook - The report suggests that despite current challenges, there remains significant potential for growth in housing services, second-hand transactions, and real estate asset management, with estimates indicating a need for 10 to 14.9 million new homes annually [16][18] - It emphasizes the importance of maintaining policy strength and aligning it with market expectations to foster recovery in the real estate sector [16][18]

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights a recent policy change where the value-added tax (VAT) rate for housing sold within two years has been reduced from 5% to 3%, effective January 1, 2026. This aims to lower transaction costs and stimulate the second-hand housing market [5][6] - The report notes a significant decline in second-hand housing transaction volumes in major cities during the fourth quarter of 2025, with year-on-year decreases of 24.9% in Beijing, 19.4% in Shanghai, and 30.8% in Shenzhen for October-November [7][11][14] - The adjustment in VAT is expected to stabilize market expectations and promote overall recovery in the real estate sector, with specific recommendations for companies that are well-positioned to benefit from these changes [8] Summary by Sections Policy Changes - The VAT rate for housing sold within two years is reduced to 3%, while sales of properties held for two years or more remain exempt from VAT. This change is projected to save approximately 9.25 million yuan in VAT for a property priced at 5 million yuan [5][6] Market Trends - The report indicates a notable drop in second-hand housing transactions in major cities, with cumulative year-on-year increases of 11.0%, 18.5%, and 28.7% for the first nine months of 2025, followed by significant declines in October and November [7][11][14] Investment Recommendations - The report recommends focusing on companies with strong fundamentals and the ability to cater to improving customer demands, such as Greentown China, China Overseas Land & Investment, and China Resources Land. It also suggests companies that benefit from both residential and commercial real estate recovery, as well as high-quality property management firms [8]

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分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 POLY PROPERTY SERVICES CO., LTD. 保利物業服務股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 臨時股東大會由董事會召集並由董事長吳蘭玉女士主持。本公司董事吳蘭玉女 士、姚玉成先生、劉智慧先生、王小軍先生、譚燕女士及張禮卿先生均已出席本 次臨時股東大會。本公司其餘董事未能出席本次臨時股東大會。本次臨時股東大 會以投票方式進行表決。 卓佳證券登記有限公司為本公司H股股份過戶登記處，獲本公司委任為臨時股東 大會的監票員。 臨時股東大會的召開符合適用的中國法律法規、上市規則及《公司章程》的規定。 於舉行臨時股東大會當日，本公司已發行股份總數為553,333,400 股（包括 206,333,310股內資股及347,000,090股H股）。持有1,305,970股H股的限制性 股票激勵計劃獨立受託人已根據上市規則的規定放棄投票。因此，合共持有 206,333,310股內資 ...

就业是最大的民生工程，也是巩固拓展脱贫攻坚成果的基本措施。2018年以来，保利集团持续开办"星 火班"项目，以扎实的就业帮扶实践探索出了一条央企践行社会责任的有效路径。 星火班创新推出3个月在校培训、2个月顶岗实习的培养模式。"我们是按岗位标准'量身育才'。"项目培 训主管介绍，结合岗位需要，课程特意增设了应急处理模拟、标准服务礼仪等实操训练。在培训过程 中，学生们找到了通往未来的方向，也树立起了劳动创造美好生活的志向。"我以前是个害羞内向的男 生，现在面对几千人演讲都不怯场，希望未来能有机会站上更广阔的舞台。"星火班第二期学员苏超 说。 培训有目标、就业有保障、发展有空间，教学与就业衔接既破解了脱贫地区劳动力"就业难"，又解决了 企业"用工荒"，形成双向共赢的良性循环。 从2018年首期到2025年第十期，从技能培训到涵盖生活保障、学历提升、职业发展的全链条服务，星火 班的演进轨迹，勾勒出央企帮扶从"输血"到"造血"再到"活血"的升级路径。巩固拓展脱贫攻坚成果需要 更多企业立足自身优势，勇担社会责任。 （文章来源：人民日报） "我来自山西省忻州市河曲县，现在是保利物业公司的业务经理。"8年前，梁丽为了照顾生 ...