人民财讯8月15日电，企查查APP显示，近日，杭州恒跃空间运营服务有限公司成立，法定代表人为关 宇，注册资本为1000万元，经营范围包含：房地产经纪；酒店管理；汽车零配件批发；汽车零配件零 售；汽车装饰用品销售；公共事业管理服务等。企查查股权穿透显示，该公司由碧桂园生活服务集团股 份有限公司全资持股。 ...

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。 中 國 佛 山，2025年8月15日 於 本 公 告 日 期，本 公 司 執 行 董 事 為 徐 彬 淮 先 生（總 裁）及 肖 華 先 生。本 公 司 非 執 行董事為楊惠妍女士（主席）。本公司獨立非執行董事為梅文珏先生、芮萌先生、 陳 威 如 先 生 及 趙 軍 先 生。 董事會會議日期 碧桂園服務控股有限公司（「本公司」）謹 此 公 佈，本 公 司 將 於2025年8月27日（星 期 三）舉行董事會（「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2025年6月30日 止 六 個 月 之 中 期 業 績，以 及 考 慮 派 發 中 期 股 息（如 有）。 承董事會命 碧桂園服務控股有限公司 總裁兼執行董事 徐彬淮 COUNTRY GARDEN SERVICES HOLDINGS COMPANY LIMITED 碧 ...

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7月31日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 碧桂園服務控股有限公司 (於開曼群島註冊成立之有限公司) 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) | 06098 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.0001 USD | | 1,000,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.0001 USD | | 1, ...

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]

消息面上，瑞银发布研报称，中国物业管理商2025年上半年财报预期将持续放缓，预计平均盈利同比增 幅将放缓至13%，低于2024年上半年的17%及2024年全年的14%增长，对比市场预期为15%，主要受到 住宅市场放缓所拖累，令在管面积增长减慢、物业费收缴率下降、开发商增值服务减少及社区增值服务 毛利率受压。美银证券则表示，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。 中信证券发布研报称，物业服务行业存在一些内卷式竞争，表现为部分项目业主对物业费的降价诉求并 不理性。但当前头部公司市占率较低，企业调整在管组合的空间很大，头部公司的盈利能力并不会因为 内卷式竞争而下降。同时政策反对内卷式竞争，鼓励优质优价，有利于企业收缴率、费率和盈利能力的 稳定，有利于重视服务口碑的公司。看好具备品牌竞争力的公司。 物管股集体下跌，截至发稿，碧桂园服务(06098)跌5.9%，报6.54港元；雅生活服务(03319)跌5.73%，报 2.96港元；万物云(02602)跌3.83%，报22.6港元；融创服务(01516)跌3.76%，报1.79港元。 ...

智通财经APP获悉，物管股集体下跌，截至发稿，碧桂园服务(06098)跌5.9%，报6.54港元；雅生活服务 (03319)跌5.73%，报2.96港元；万物云(02602)跌3.83%，报22.6港元；融创服务(01516)跌3.76%，报1.79 港元。 中信证券发布研报称，物业服务行业存在一些内卷式竞争，表现为部分项目业主对物业费的降价诉求并 不理性。但当前头部公司市占率较低，企业调整在管组合的空间很大，头部公司的盈利能力并不会因为 内卷式竞争而下降。同时政策反对内卷式竞争，鼓励优质优价，有利于企业收缴率、费率和盈利能力的 稳定，有利于重视服务口碑的公司。看好具备品牌竞争力的公司。 消息面上，瑞银发布研报称，中国物业管理商2025年上半年财报预期将持续放缓，预计平均盈利同比增 幅将放缓至13%，低于2024年上半年的17%及2024年全年的14%增长，对比市场预期为15%，主要受到 住宅市场放缓所拖累，令在管面积增长减慢、物业费收缴率下降、开发商增值服务减少及社区增值服务 毛利率受压。美银证券则表示，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。 ...

Group 1 - The core index of the China Trading Service Real Estate Index (CESCPD) experienced a slight decline of 0.01%, closing at 1417.95 points with a trading volume of 2.491 billion [1] - Over the past month, the CESCPD index has increased by 8.47%, by 9.17% over the last three months, and has risen 16.00% year-to-date [1] - The CESCPD index tracks the overall performance of publicly listed companies in the mainland real estate development, services, management, and park industries within the Hong Kong Stock Connect [1] Group 2 - The top ten weighted stocks in the CESCPD index include China Resources Land (10.41%), China Overseas Development (9.49%), Beike-W (8.86%), Longfor Group (8.68%), China Resources Mixc Lifestyle (7.62%), Country Garden Services (4.86%), Sunac China (4.67%), China Jinmao (4.12%), Wanwu Cloud (3.99%), and Poly Property (3.65%) [1] - The CESCPD index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [1] - The index's holdings are entirely focused on the real estate sector, with a 100% allocation to this industry [1]

Group 1 - The 2025 Fortune China 500 list was officially released on July 22, featuring 8 companies from Foshan, ranking third in Guangdong province after Shenzhen and Guangzhou [1] - The listed companies from Foshan include Midea Group (ranked 63rd), Country Garden Holdings (116th), Hongwang Holdings (280th), Country Garden Services (335th), Yingfeng Group (409th), Foshan Gas Group (427th), China Liansu Group (485th), and Foshan Haitian Flavoring & Food (487th) [1] - A total of 76 companies from Guangdong made the list, an increase of 3 from last year and 6 from the year before, with new entries from manufacturing firms like Desay SV Automotive, Haitian Flavoring, and Nasda [1] Group 2 - The total revenue of the 500 listed Chinese companies for 2024 reached $14.2 trillion, with a net profit of $756.4 billion, reflecting a growth of approximately 7% compared to the previous year [3] - In terms of GDP, China's total for 2024 is projected to be $18.75 trillion, with the combined revenue of the 500 companies accounting for about three-quarters of the national GDP [3] - The number of Guangdong companies on the list has increased, with notable rankings in the top 100, where companies like Ping An, Huawei, Tencent, BYD, Midea, GAC, SF Express, Guangzhou Industrial Control, and Shenzhen Investment Holdings occupy 12 positions, an increase of 1 from the previous year [3]

Core Insights - The property service industry in China is experiencing increased competition among top companies, with the top 50 firms adding approximately 84.47 million square meters of new contracts in June 2025, and the top 10 firms accounting for 68.3% of this total [1] Group 1: Market Expansion - In June, the top 10 property service companies had a threshold increase of 51.3% compared to the previous month, reaching 2.71 million square meters for new contracts [1] - China Overseas Property led the new contract area with 12.1 million square meters in June [1] Group 2: Third-Party Expansion Analysis - A total of 50 companies added 74.18 million square meters of new third-party expansion in June, with only four companies achieving a scale of 5 million square meters or more, representing 42.9% of the total [9][10] - The top three sectors for third-party expansion were residential (25.2%), schools (20.8%), and office projects (18.6%) [12] Group 3: Performance of Leading Companies - Poly Property achieved the highest single project contract amount in June, totaling 26.379 million yuan for a city service project in Tianjin [17][22] - The top five companies in terms of new associated area contracts were Greentown Service, Poly Property, China Overseas Property, Longfor Intelligent Living, and Wanwu Cloud, with Greentown Service leading at 1.22 million square meters [23] Group 4: Diverse Business Layout - Leading property companies are increasingly expanding into non-residential sectors to diversify their service offerings and seek new profit growth points [12][14] - Wanwu Cloud had the largest expansion in office and residential projects, with 700,000 square meters and 1.35 million square meters, respectively [15]

Summary of Key Points Core Viewpoint - On July 7, 34 Hong Kong-listed companies conducted share buybacks, totaling 30.99 million shares and an aggregate amount of HKD 921 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 1.002 million shares for HKD 501 million, with a highest price of HKD 502.000 and a lowest price of HKD 494.400, bringing its total buyback amount for the year to HKD 38.542 billion [1][2]. - AIA Group repurchased 5.5 million shares for HKD 377 million, with a highest price of HKD 69.150 and a lowest price of HKD 68.050, totaling HKD 16.352 billion in buybacks for the year [1][2]. - Founder Holdings repurchased 10.386 million shares for HKD 1.174 million, with a highest price of HKD 1.150 and a lowest price of HKD 1.110, accumulating HKD 3.541 million in buybacks for the year [1][2]. Group 2: Buyback Rankings - The highest buyback amount on July 7 was from Tencent Holdings at HKD 501 million, followed by AIA Group at HKD 377 million [1][2]. - In terms of share quantity, Founder Holdings had the most significant buyback with 10.386 million shares, followed by AIA Group with 5.5 million shares and China Electric Power Technology with 2.26 million shares [1][2].