证券代码：603506 证券简称：南都物业 公告编号：2025-031 南都物业服务集团股份有限公司 关于授权减持参股公司股票的公告 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 交易简要内容：截至 2025 年 8 月 11 日，南都物业服务集团股份有限公司（以 下简称"公司"）持有安邦护卫集团股份有限公司（以下简称"安邦护卫"）403.23 万股，占安邦护卫总股本比例为 3.75%，公司拟通过证券交易所集中竞价、大宗交 易方式减持安邦护卫 403.23 万股，占安邦护卫总股本的 3.75%，交易价格根据市场 价格确定。 本次交易已经公司第四届董事会第六次会议审议通过，尚需提交股东大会审 议。 一、交易概述 截至 2025 年 8 月 11 日，公司持有安邦护卫 403.23 万股，占安邦护卫总股本比 例为 3.75%，股份来源为 IPO 前取得。 2025 年 8 月 11 日，公司召开第四届董事会第六次会议，以 7 票同意、0 票反对、 0 票弃权审议通过《关于授权减持参股公司股票的议案》，同意授权公司管 ...

重要内容提示： 一、 召开会议的基本情况 证券代码：603506 证券简称：南都物业 公告编号：2025-033 南都物业服务集团股份有限公司 关于召开2025年第二次临时股东大会的通知 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。 (一)股东大会类型和届次 2025年第二次临时股东大会 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 8 月 27 日 14 点 30 分 召开地点：浙江省杭州市西湖区紫荆花路 2 号联合大厦 A 座 1 单元 10 楼百 年阁会议室 股东大会召开日期：2025年8月27日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 8 月 27 日 至2025 年 8 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投 ...

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。 证券代码：603506 证券简称：南都物业 公告编号：2025-032 南都物业服务集团股份有限公司 第四届董事会第六次会议决议公告 为进一步提高资产的流动性和使用效率，使公司的经济效益最大化，董事会 同意授权公司管理层通过证券交易所集中竞价、大宗交易方式减持安邦护卫 403.23 万股，占安邦护卫总股本的 3.75%（授权期限内，如果安邦护卫发生派发 红利、送红股、转增股本、增发新股或配股等股本变动股本除权、除息事项的， 则减持股份数进行相应调整），交易价格根据市场价格确定，授权期限为股东大 会审议通过之日起至减持完毕之日止。 具体内容详见公司在指定信息披露媒体披露的《南都物业服务集团股份有限 公司关于授权减持参股公司股票的公告》（公告编号：2025-031）。 表决结果：同意：7 票；反对：0 票；弃权：0 票。 本议案尚需提请公司股东大会审议。 （二）审议通过《关于提请召开公司 2025 年第二次临时股东大会的议案》 公司将定于 2025 年 8 月 27 日召开公司 20 ...

Market Overview - On August 7, the real estate service sector rose by 0.98% compared to the previous trading day, with China Merchants Jin Yu leading the gains [1] - The Shanghai Composite Index closed at 3639.67, up 0.16%, while the Shenzhen Component Index closed at 11157.94, down 0.18% [1] Individual Stock Performance - China Merchants Jin Yu (001914) closed at 13.35, up 2.53% with a trading volume of 138,600 shares and a turnover of 185 million yuan [1] - Huangting International (000056) closed at 3.01, up 1.69% with a trading volume of 439,300 shares and a turnover of 131 million yuan [1] - Other notable performances include: - Nandu Property (603506) at 13.68, up 0.81% [1] - Wo Ai Wo Jia (000560) at 2.98, up 0.68% [1] - Te Fa Service (300917) at 44.74, up 0.47% [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 12.09 million yuan from institutional investors and a net outflow of 6.52 million yuan from speculative funds, while retail investors saw a net inflow of 18.61 million yuan [1] - Detailed capital flow for individual stocks shows: - World Union (002285) had a net inflow of 5.68 million yuan from institutional investors but a net outflow of 9.82 million yuan from retail investors [2] - Ningbo Fuda (600724) saw a net inflow of 3.69 million yuan from institutional investors but a net outflow of 2.22 million yuan from retail investors [2] - Zhujiang Shares (600684) experienced a significant net outflow of 22.56 million yuan from institutional investors, while retail investors had a net inflow of 27.61 million yuan [2]

Market Performance - On August 5, the real estate service sector rose by 0.95% compared to the previous trading day, with Nandu Property leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Individual Stock Performance - Nandu Property (603506) closed at 13.52, with a gain of 1.73% and a trading volume of 36,000 shares, amounting to 48.36 million yuan [1] - Other notable performers included: - China Merchants Jiyu (001914) at 12.69, up 1.36% [1] - Xinda Zheng (002968) at 11.00, up 1.10% [1] - Te Fa Service (300917) at 44.31, up 1.05% [1] - Huangting International (000056) at 2.95, up 1.03% [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 39.37 million yuan from institutional investors, while retail investors saw a net inflow of 20.47 million yuan [1] - Specific stock capital flows included: - Zhujiang Shares (600684) with a net inflow of 3.22 million yuan from institutional investors [2] - Nandu Property (603506) faced a net outflow of 8.99 million yuan from institutional investors [2] - Huangting International (000056) had a net outflow of 10.04 million yuan from institutional investors [2]

Market Overview - On August 4, the real estate service sector declined by 0.22% compared to the previous trading day, with Zhujiang Co. leading the decline [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Individual Stock Performance - Zhongtian Service (002188) closed at 5.90, up 2.61% with a trading volume of 123,000 shares and a transaction value of 71.99 million yuan [1] - Nandu Property (603506) closed at 13.29, up 1.06% with a trading volume of 52,800 shares and a transaction value of 70.12 million yuan [1] - Zhujiang Co. (600684) closed at 4.53, down 7.17% with a trading volume of 957,700 shares and a transaction value of 4.40 billion yuan [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 58.44 million yuan from institutional investors, while retail investors saw a net inflow of 49.63 million yuan [1] - Notable capital flows include: - Zhujiang Co. had a net outflow of 1.94 million yuan from institutional investors and a net inflow of 13.12 million yuan from retail investors [2] - Nandu Property experienced a significant net outflow of 15.82 million yuan from institutional investors [2] - Zhongtian Service saw a net outflow of 2.99 million yuan from institutional investors but a net inflow of 9.67 million yuan from retail investors [2]

Company Overview - Hangzhou Nanjun Intelligent Technology Co., Ltd. has been established with a registered capital of 2 million yuan [1] - The legal representative of the company is Zhao Lei [1] Business Scope - The company’s business scope includes electrical installation services, artificial intelligence application software development, software development, and AI industry application system integration services [1] - It also focuses on the research and development of intelligent robots, technical services, technology transfer, and sales of consumer service robots and AI hardware [1] - Additional services include property management, professional cleaning, and general mechanical equipment installation [1] Shareholding Structure - The company is jointly held by Nandu Property and Hangzhou Yunxiang Commercial Machinery Co., Ltd. [1]

开源证券7月30日发布研报称，给予南都物业（603506.SH，最新价：13.43元）买入评级。评级理由主 要包括：1）深耕长三角，基础物管服务稳中提质；2）聚焦服务力提升，两翼业务融合发展；3）探索 机器人服务场景，多方合作助力物管数智升级。风险提示：新拓项目规模不及预期、机器人服务场景运 用不及预期。 （文章来源：每日经济新闻） ...

Market Overview - On July 30, the real estate service sector declined by 0.56% compared to the previous trading day, with TeFa Service leading the decline [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Individual Stock Performance - Zhujiang Co. (600684) saw a significant increase in its closing price, rising by 10.04% to 4.93, with a trading volume of 809,300 shares and a transaction value of 382 million [1] - New Dazheng (002968) and Nandu Property (603506) also experienced gains of 2.92% and 2.16%, respectively [1] - In contrast, TeFa Service (300917) experienced the largest decline, falling by 7.09% to 45.63, with a trading volume of 168,800 shares [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 266 million from institutional investors, while retail investors saw a net inflow of 195 million [1] - Zhujiang Co. had a net inflow of 65.07 million from institutional investors, but retail investors had a net outflow of 37.82 million [2] - TeFa Service had a net outflow of 1.52 billion from institutional investors, with retail investors contributing a net inflow of 967.12 million [2]

Group 1 - The core viewpoint of the report is that Nandu Property is positioned for growth through a comprehensive market expansion strategy and the integration of cleaning robots to enhance service capabilities, maintaining a "buy" rating [2][3]. - Nandu Property operates in three main sectors: residential, commercial, and urban services, achieving a collaborative development model [2][3]. - The company has a high degree of marketization, with steady growth in managed area and high gross margins from value-added services, indicating potential for increased investment returns [2][3]. Group 2 - As of the end of 2024, the total contracted area is 86.108 million square meters, a year-on-year decrease of 2.9%, with the Jiangsu, Zhejiang, and Shanghai region accounting for 85.6% of the area [3]. - The property management revenue for 2024 is projected to be 1.59 billion yuan, a year-on-year decrease of 1.9%, while the gross margin is expected to improve by 0.4 percentage points to 13.2% [3]. - The company is focusing on enhancing service capabilities through two main segments: community life services and enterprise value-added services, with a projected revenue of 159 million yuan for 2024, down 5.9% year-on-year [4]. Group 3 - Nandu Property is exploring robotic service scenarios and has signed strategic cooperation agreements with companies like Shanghai Zhiyuan Robotics, investing 15 million yuan for an 8.6% stake in Cloud Elephant Robotics [5]. - The introduction of cleaning robots is estimated to increase the company's gross profit by 7% to 31% in 2024, demonstrating significant cost reduction and efficiency improvement [5]. - The company has updated its profit forecasts for 2025-2027, expecting net profits of 168 million, 176 million, and 184 million yuan respectively, with corresponding EPS of 0.89, 0.94, and 0.98 yuan [2].