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" ...

截至 2025 年 9 月 30 日，公司累计总签约项目 675 个，累计总签约面积 8,790.83 万平方米，2025 年 1-9 月公司新签物业服务项目 59 个，新签约面积约 698.55 万平方米；顾问咨询合同的新签数量为 1 个。 证券代码：603506 证券简称：南都物业 公告编号：2025-045 南都物业服务集团股份有限公司 2025 年前三季度主要经营数据 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。 根据上海证券交易所《上市公司自律监管指引第 3 号行业信息披露：第一号 ——房地产》《关于做好主板上市公司 2025 年第三季度报告披露工作的重要提醒》 等要求，公司结合自身情况现将 2025 年第三季度主要经营数据披露如下： 以上经营数据来自公司内部统计数据，未经过审计，仅为投资者及时了解公 司经营概况之用。 特此公告。 南都物业服务集团股份有限公司 董事会 2025 年 10 月 29 日 ...

2025 年第三次临时股东大会会议资料 南都物业服务集团股份有限公司 2025 年第三次临时股东大会会议资料 证券简称：南都物业 股票代码：603506 2025 年 11 月 5 日 | | | 2025 年第三次临时股东大会会议资料 2025 年第三次临时股东大会会议议程 一、会议时间 现场会议时间：2025 年 11 月 5 日 14:30 网络投票时间：2025 年 11 月 5 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 二、会议方式：现场投票与网络投票相结合的方式 三、现场会议地点：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 四、会议主持人：董事长韩芳女士 五、会议签到：会议召开前，股东及股东代表、董事、监事、高级管理人员 及见证律师入场，签到。 六、会议议程 （一）宣布 2025 年第三次临时股东大会会议开始，宣布股东大会现场会议 股东到会情况 （二）审议以 ...

Core Viewpoint - The enthusiasm for applying for green factory certification has increased significantly across various regions, with 1,382 new national-level green factories added in 2024, bringing the total to 6,430, and over 16,000 local green factories cultivated [1][4] Summary by Sections Application Requirements Update - The application process for green factory certification has been simplified, allowing companies to self-evaluate without needing third-party reports, thus reducing economic and time costs [2][3] - The new evaluation criteria have been streamlined to five primary indicators, down from 92 secondary indicators to 14, focusing on quantitative assessments [2][3] Increased Evaluation Standards - The weight of the "energy low-carbonization" indicator is set at 30%, requiring companies to conduct thorough assessments of energy consumption and carbon emissions [3] - The shift from qualitative to quantitative evaluation means that companies must provide solid performance data to succeed in their applications [3] Dynamic Management of Existing Green Factories - Existing national green factories will be subject to dynamic management, with those scoring in the bottom 5% for three consecutive years being removed from the list [3] - Companies found to have falsified data will be banned from reapplying for three years [3] Incentives for Application - Local governments are providing financial incentives ranging from 200,000 to 1,000,000 yuan for successful green factory applications, significantly lowering transformation costs [4] - Financing options such as special credit limits and lower interest rates for green factories are available, reducing financing costs by 1-2 percentage points compared to traditional channels [4] Benefits of Green Factory Certification - Achieving green factory status can enhance a company's market competitiveness and ESG ratings, as well as open up government procurement opportunities [5] - The transition to green manufacturing can lead to substantial cost savings through energy-efficient technologies and optimized resource use [5] Technological Innovation and Digital Management - Companies are increasingly adopting innovative technologies and digital management systems to facilitate their green transformation [6][7] - The integration of digital platforms for energy management is becoming crucial for accurate data collection and reporting, which is essential for green factory evaluations [7] Cost Management Strategies - Companies are encouraged to explore local incentive policies to cover initial investment costs and prioritize projects with high return on investment [8] - Establishing comprehensive management systems and preparing for sustainability reporting can enhance a company's readiness for green factory certification [8]

Market Overview - The real estate service sector declined by 2.3% on October 24, with TeFa Service leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Individual Stock Performance - TeFa Service (300917) closed at 41.42, down 4.30% with a trading volume of 100,800 shares and a turnover of 420 million yuan [1] - Other notable declines include: - World Union (002285) down 4.05% to 2.37 with a turnover of 137 million yuan [1] - Ningbo Fuda (600724) down 3.19% to 5.46 with a turnover of 135 million yuan [1] - Royal International (000056) down 2.87% to 2.37 with a turnover of 104 million yuan [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 103 million yuan from institutional investors, while retail investors saw a net inflow of 59.01 million yuan [1] - Notable capital flows for individual stocks include: - TeFa Service had a net outflow of 32.35 million yuan from institutional investors, but a net inflow of 24.73 million yuan from retail investors [2] - World Union saw a net outflow of 2.83 million yuan from institutional investors, with a net inflow of 44.38 million yuan from retail investors [2] - New Dazheng (002968) had a net inflow of 39.71 million yuan from retail investors despite a net outflow from institutional investors [2]

Market Overview - On October 23, the real estate service sector rose by 1.08% compared to the previous trading day, with Ningbo Fuda leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Individual Stock Performance - Ningbo Fuda (600724) closed at 5.64, with a gain of 5.42% and a trading volume of 361,600 shares, amounting to a transaction value of 202 million yuan [1] - Te Fa Service (300917) closed at 43.28, up 2.10%, with a trading volume of 131,900 shares and a transaction value of 586 million yuan [1] - Other notable performers include: - World Union (002285) at 2.47, up 1.23% [1] - Zhongtian Service (002188) at 6.27, up 0.64% [1] - ST Mingcheng (600136) at 1.93, up 0.52% [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 9.7373 million yuan from main funds, while speculative funds saw a net inflow of 64.4139 million yuan, and retail investors had a net outflow of 54.6766 million yuan [2] - The capital flow for individual stocks shows: - Ningbo Fuda had a main fund net outflow of 18.0642 million yuan [3] - Te Fa Service had a main fund net inflow of 7.6020 million yuan [3] - World Union saw a main fund net inflow of 747.68 thousand yuan [3]

Core Viewpoint - The real estate service sector experienced a slight increase of 0.86% on October 22, with ST Mingcheng leading the gains, while the overall market indices showed a decline [1]. Market Performance - The Shanghai Composite Index closed at 3913.76, down 0.07% - The Shenzhen Component Index closed at 12996.61, down 0.62% [1]. Individual Stock Performance - ST Mingcheng (600136) closed at 1.92, up 4.92% with a trading volume of 449,200 shares and a turnover of 85.91 million yuan - New Dazheng (002968) closed at 12.79, up 2.81% with a trading volume of 187,900 shares and a turnover of 241 million yuan - World Union (002285) closed at 2.44, up 2.52% with a trading volume of 583,500 shares and a turnover of 142 million yuan - Other notable stocks include Zhongtian Service (002188) at 6.23 (+1.96%), Ningbo Fuda (600724) at 5.35 (+1.33%), and China Merchants Jiyu (001914) at 11.36 (+0.71%) [1]. Capital Flow Analysis - The real estate service sector saw a net outflow of 67.74 million yuan from institutional investors, while retail investors contributed a net inflow of 52.23 million yuan [2]. - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2]. Detailed Capital Flow by Stock - New Dazheng (002968) had a net inflow of 9.62 million yuan from institutional investors, while it faced a net outflow of 11.98 million yuan from retail investors [3]. - China Merchants Jiyu (001914) experienced a net inflow of 4.76 million yuan from institutional investors, but also saw a net outflow of 5.71 million yuan from retail investors [3]. - ST Mingcheng (600136) had a minor net outflow of 110,600 yuan from institutional investors, with retail investors contributing a net inflow of 976,300 yuan [3].

Core Insights - The real estate service sector experienced a 2.42% increase on October 21, with Zhujiang Co. leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - The top-performing stocks in the real estate service sector included: - Zhujiang Co. (600684) with a closing price of 5.79, up 6.04% [1] - Shilianhang (002285) with a closing price of 2.38, up 3.93% [1] - Huangting International (000056) with a closing price of 2.43, up 3.85% [1] - Other notable stocks included Zhongtian Service (002188), Xindazheng (002968), and Nandu Property (603506) with respective increases [1] Capital Flow Analysis - The real estate service sector saw a net outflow of 16.28 million yuan from institutional investors and 44.42 million yuan from speculative funds, while retail investors contributed a net inflow of 60.70 million yuan [1] - Specific stock capital flows indicated: - Wo Ai Wo Jia (000560) had a net inflow of 10.05 million yuan from institutional investors [2] - Te Fa Service (300917) experienced a net outflow of 13.46 million yuan from speculative funds but a net inflow of 7.01 million yuan from retail investors [2] - Other stocks like Shilianhang (002285) and Zhongtian Service (002188) showed significant retail inflows despite overall net outflows from institutional and speculative funds [2]