证券之星消息，11月4日房地产服务板块较上一交易日下跌0.09%，南都物业领跌。当日上证指数报收于 3960.19，下跌0.41%。深证成指报收于13175.22，下跌1.71%。房地产服务板块个股涨跌见下表： 从资金流向上来看，当日房地产服务板块主力资金净流出273.3万元，游资资金净流入552.18万元，散户 资金净流出278.88万元。房地产服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600684 珠江股份 | | 1895.12万 | 7.84% | -279.57万 | -1.16% | -1615.55万 | -6.68% | | 001914 招商积余 | | 900.91万 | 12.63% | -94.52万 | -1.33% | -806.39万 | -11.31% | | 600724 宁波富达 | | 894.07万 | 9.79% | -166.67万 | ...

分红方面，南都物业A股上市后累计派现3.19亿元。近三年，累计派现1.23亿元。 资料显示，南都物业服务集团股份有限公司位于浙江省杭州市西湖区紫荆花路2号联合大厦A幢1单元10 楼，成立日期1994年4月13日，上市日期2018年2月1日，公司主营业务涉及物业服务,增值服务,资产管理 服务与非业主增值服务。主营业务收入构成为：物业基础服务89.52%，物业增值服务7.99%，非业主增 值服务1.39%，其他0.98%，其他(补充)0.12%。 南都物业所属申万行业为：房地产-房地产服务-物业管理。所属概念板块包括：社区团购、小盘、机器 人概念、微盘股、低市盈率等。 截至9月30日，南都物业股东户数1.01万，较上期增加29.73%；人均流通股18628股，较上期减少 22.92%。2025年1月-9月，南都物业实现营业收入13.69亿元，同比增长2.35%；归母净利润1.54亿元，同 比增长156.07%。 11月3日，南都物业盘中上涨2.61%，截至13:48，报12.96元/股，成交6048.23万元，换手率2.55%，总市 值24.34亿元。 资金流向方面，主力资金净流入275.11万元，大单买入845 ...

Core Insights - A new company, Hangzhou Nanjun Zhifei Technology Co., Ltd., has been established, focusing on the development of intelligent robots, IoT technology, sales of unmanned aerial vehicles, and specialized semiconductor equipment [1] Company Overview - Hangzhou Nanjun Zhifei Technology Co., Ltd. is fully owned by Nandu Property (603506) [1]

Group 1: Market Overview - The report highlights the recent performance of the Shanghai Composite Index and the ChiNext Index, showing a significant decline over the past year, with the Shanghai Composite down by 32% and the ChiNext down by 16% [1][2] Group 2: Industry Insights - The report discusses the strong performance of the power equipment and non-bank financial sectors, with power equipment showing a rise of 4.79% and non-bank financials increasing by 2.08% in the latest trading session [1] - Conversely, the banking sector experienced a decline of 1.98%, indicating a challenging environment for traditional financial institutions [2] Group 3: Investment Strategies - The report emphasizes a dual-driven strategy focusing on technology and PPI trading, suggesting that AI and self-controlled technology will lead the market, supported by stable dividends and sectors like gold and military [6] - The recommended industry sectors for November include social services, non-bank financials, and public utilities, indicating a diversified approach to investment [7] Group 4: Company-Specific Updates - Celestica reported a strong Q3 performance with revenues of $3.19 billion, a 28% year-over-year increase, and raised its full-year revenue guidance to $12.2 billion, reflecting confidence in the AI infrastructure market [20] - Tesla plans to launch its Optimus V3 robot by Q1 2026, with a production capacity of 1 million units per year, showcasing advancements in robotics and AI [29][30] - The report notes that the food and beverage sector, particularly companies like Hai Tian Wei Ye, has shown steady revenue growth of 2.5% and profit growth of 3.4% in Q3 2025, highlighting resilience in challenging market conditions [51]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has maintained stable non-recurring profits while increasing efforts to advance its robotics ecosystem layout [6] - The company reported revenue growth and profit increase, with a focus on residential, commercial, and urban services [6] - The company has successfully invested in several robotics firms, enhancing its property management digital upgrade and cost optimization [6] Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 1.369 billion yuan, a year-on-year increase of 2.35% [7] - The net profit attributable to the parent company was 154 million yuan, a significant year-on-year increase of 156.07% [7] - The non-recurring net profit attributable to the parent company was 82 million yuan, a year-on-year increase of 1.53% [7] - The gross margin and net margin were 16.6% and 11.8%, respectively, with year-on-year increases of 0.5 percentage points and 6.7 percentage points [7] Investment Activities - The company signed 59 new projects with a total area of 6.9855 million square meters, a year-on-year decrease of 24.4% [8] - The company has become the largest institutional shareholder of Hangzhou Cloud Elephant Commercial Robot Co., Ltd. after investing in it [8] - The company initiated the "Sai Zhi Zhu Long Fund" for investments, with its first project being Hangzhou Cloud Deep Technology [8] Profit Forecast - The company maintains its profit forecast, expecting net profits attributable to the parent company to be 168 million, 176 million, and 184 million yuan for 2025, 2026, and 2027, respectively [6] - The expected earnings per share (EPS) for the same years are projected to be 0.89, 0.94, and 0.98 yuan [6] - The current stock price corresponds to price-to-earnings (PE) ratios of 15.0, 14.3, and 13.7 for 2025, 2026, and 2027, respectively [6]

Core Viewpoint - The real estate service sector experienced a decline of 0.48% on October 29, with Nandu Property leading the drop, while the overall stock market indices showed positive performance with the Shanghai Composite Index rising by 0.7% and the Shenzhen Component Index increasing by 1.95% [1][2]. Market Performance - The closing prices and percentage changes of key stocks in the real estate service sector are as follows: - Xinda Zheng (002968): 12.50, +1.46% - China Merchants Jiyu (001914): 11.44, +1.42% - Tefa Service (300917): 41.32, +0.66% - Shilianhang (002285): 2.36, +0.43% - Wo Ai Wo Jia (000560): 2.88, 0.00% - Zhujiang Co. (600684): 5.52, -1.25% - ST Mingcheng (600136): 1.84, -1.60% - Huangting International (000056): 2.31, -1.70% - Zhongtian Service (002188): 6.14, -1.76% - Ningbo Fuda (600724): 5.41, -2.87% [1][2]. Capital Flow Analysis - On the same day, the real estate service sector saw a net outflow of 135.18 million yuan from main funds, while retail funds experienced a net inflow of 1,106.91 million yuan, and individual investors had a net outflow of 971.73 million yuan [2][3]. - The capital flow for specific stocks indicates: - Xinda Zheng (002968): Main funds net inflow of 8.50 million yuan, retail funds net inflow of 1.32 million yuan, individual investors net outflow of 9.82 million yuan - Nandu Property (603506): Main funds net inflow of 8.43 million yuan, retail funds net inflow of 2.36 million yuan, individual investors net outflow of 10.79 million yuan - Shilianhang (002285): Main funds net inflow of 7.85 million yuan, retail funds net outflow of 0.79 million yuan, individual investors net outflow of 7.06 million yuan [3].

Core Viewpoint - The company, Nandu Property Service Group Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the information provided [1][2][11]. Financial Data - The third-quarter financial statements have not been audited [3]. - As of September 30, 2025, the company has a total of 675 signed projects covering an area of 87,908,300 square meters [8]. - In the first nine months of 2025, the company signed 59 new property service projects with a total area of approximately 6,985,500 square meters [8]. Shareholder Information - The company has a total of 2,290,500 shares held in a repurchase account, accounting for 1.22% of the total share capital [6]. Investor Communication - The company will hold a performance briefing on November 6, 2025, from 10:00 to 11:00 AM, to discuss its operational performance and development strategy [14][19]. - Investors can submit questions via email by November 4, 2025, to be addressed during the briefing [13][16].

Core Viewpoint - Nandu Property (603506.SH) reported a total operating revenue of 1.369 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 2.35% [1] - The net profit attributable to shareholders increased significantly by 156.07% year-on-year, amounting to 154 million yuan [1] - The basic earnings per share reached 0.83 yuan [1] Financial Performance - Total operating revenue for the first three quarters: 1.369 billion yuan, up 2.35% year-on-year [1] - Net profit attributable to shareholders: 154 million yuan, up 156.07% year-on-year [1] - Basic earnings per share: 0.83 yuan [1]

Financial Performance - The company's operating revenue for the third quarter was ¥455,502,887.42, representing a year-on-year increase of 1.56%[4] - The total profit for the third quarter decreased by 36.38% to ¥28,248,700.91, primarily due to a reduction in fair value gains[9] - The net profit attributable to shareholders for the third quarter was ¥24,517,581.78, down 38.38% compared to the same period last year[4] - The basic earnings per share for the third quarter was ¥0.13, reflecting a decrease of 38.10% year-on-year[5] - The total operating revenue for the first three quarters of 2025 reached ¥1,369,235,283.97, an increase of 2.9% compared to ¥1,337,827,625.26 in the same period of 2024[20] - The net profit for the first three quarters of 2025 was ¥161,604,730.38, representing a significant increase of 138.5% from ¥67,763,409.87 in the previous year[21] - The operating profit for the first three quarters of 2025 was ¥210,743,639.01, compared to ¥80,821,499.00 in 2024, marking an increase of 160.5%[20] - The basic and diluted earnings per share for the first three quarters of 2025 were both ¥0.83, up from ¥0.32 in the same period of 2024[21] Assets and Liabilities - The total assets at the end of the reporting period amounted to ¥2,783,218,328.72, an increase of 13.65% from the end of the previous year[5] - The total assets increased to ¥2,783,218,328.72 in 2025 from ¥2,448,969,585.01 in 2024, reflecting a growth of 13.6%[18] - The total liabilities rose to ¥1,494,874,527.95 in 2025, compared to ¥1,323,825,514.62 in 2024, indicating an increase of 12.9%[18] - The equity attributable to shareholders of the parent company increased to ¥1,247,656,849.26 in 2025 from ¥1,092,191,541.47 in 2024, a growth of 14.3%[18] Cash Flow - The cash flow from operating activities showed a net outflow of ¥130,238,377.66, a decrease of 40.71% year-to-date[5] - Operating cash inflow for the first three quarters of 2025 was CNY 1,356,767,289.06, a slight increase from CNY 1,330,243,405.76 in the same period of 2024, representing a growth of approximately 2.0%[23] - Net cash outflow from operating activities was CNY -130,238,377.66, worsening from CNY -92,556,095.19 year-over-year[23] - Cash inflow from investment activities totaled CNY 715,961,213.39, compared to CNY 405,971,164.02 in the previous year, indicating a significant increase of approximately 76.2%[24] - Cash received from the recovery of investments was CNY 709,697,878.35, significantly higher than CNY 380,000,000.00 in the previous year, marking an increase of approximately 86.9%[23] - Total cash outflow for operating activities was CNY 1,487,005,666.72, compared to CNY 1,422,799,500.95 in the same period last year, reflecting an increase of about 4.5%[23] Shareholder Information - Total number of ordinary shares at the end of the reporting period is 10,080[13] - The largest shareholder, Zhejiang Nandu Industrial Development Group Co., Ltd., holds 34.36% of shares, with 64,527,327 shares pledged[13] - The second-largest shareholder, Han Fang, holds 21.48% of shares, totaling 40,329,534 shares[13] - The company has a total of 2,290,500 shares held in the repurchase special account, accounting for 1.22% of total share capital[14] - The company has not reported any changes in the borrowing or lending of shares among the top shareholders[15] Investment and Other Income - The company reported a significant increase in prepayments, which rose by 307.62% year-to-date, attributed to higher prepayments for utilities[10] - The company’s investment income decreased by 105.19% year-to-date, mainly due to reduced returns from financial products[11] - The company received government subsidies amounting to ¥1,692,530.58 during the quarter, contributing to other income growth of 207.48% year-to-date[10] - The company reported a significant investment loss of ¥1,306,799.13 in 2025, contrasting with a profit of ¥25,195,838.71 in 2024[20] Deferred Income Tax Liabilities - The deferred income tax liabilities increased to ¥19,929,449.51 in 2025 from ¥2,427,596.55 in 2024, showing a substantial rise of 721.5%[18]

证券代码：603506 证券简称：南都物业 公告编号：2025-044 南都物业服务集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日披露了公司 2025 年第三季度报告，为使广大投资者更加全面深入地了解公 司经营业绩、发展战略情况，公司定于 2025 年 11 月 6 日上午 10:00-11:00 以网 络文字互动方式召开业绩说明会与投资者进行沟通与交流，广泛听取投资者的意 见和建议，并在信息披露规则允许的范围内就投资者普遍关注的问题进行回答。 南都物业服务集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （https://roadshow.cnstock.com/） 会议召开方式：网络文字互动方式 问题征集方式：投资者可于 2025 年 11 月 4 日（星期二）下午 17:00 前 将相关问题通过电子邮件的形式发送至公司邮箱：IR@nacity.cn。本公司将在 2025 年第三季度业绩说明会（以下简称"业绩说明会" ...