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2026年一切都在变好!行业周期低谷恰逢转机,二手房成交稳增+政策红利共振,租售同权板块迎来强势复苏新起点
Xin Lang Cai Jing· 2026-02-04 12:19
Group 1 - Iwojia (000560) is a leading real estate agency in China, established in 2000, focusing on property leasing, second-hand housing transactions, new house agency, and home services, benefiting from the rental and sales rights policy [1][33] - The company has over 3,000 offline stores and has served more than 10 million families, with its "Xiangyu" brand managing over 400,000 rental units [1][33] - Future prospects include market share expansion due to the deepening of rental and sales rights policies and enhanced service experience through digital tools [1][33] Group 2 - Huafa Group (600325) is a well-established real estate company under the Zhuhai State-owned Assets Supervision and Administration Commission, focusing on real estate development and property services, primarily in the Guangdong-Hong Kong-Macao Greater Bay Area [2][34] - The company actively participates in the rental and sales rights sector with its "Huafa Youjia" rental brand and is involved in urban renewal and industrial support projects [2][34] - Future outlook includes value reassessment of land reserves and profit growth from the expansion of rental business [2][34] Group 3 - Caixin Development (000838) is a listed platform under Chongqing Caixin Group, focusing on real estate development and urban renewal, primarily in the Chengdu-Chongqing economic circle [3][35] - The company integrates into the regional housing rental system through self-owned apartment projects and affordable housing cooperation [3][35] - Future prospects include long-term value release from land reserves and urban renewal projects, with rental business expansion opening new growth opportunities [3][35] Group 4 - China Merchants Shekou (001979) is a flagship real estate platform under China Merchants Group, focusing on real estate development and commercial operations, primarily in key urban clusters [4][36] - The company has over 20,000 rental units under its "Yijian" brand and is deeply involved in the construction of affordable rental housing [4][36] - Future outlook includes profit growth from the expansion of rental business and asset revitalization through REITs pilot projects [4][36] Group 5 - Chengdu Investment Holdings (600649) is a city construction and operation platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and water operations [5][37] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [5][37] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [5][37] Group 6 - Binjiang Group (002244) is a leading real estate company in Hangzhou, focusing on high-quality residential development and commercial operations [6][39] - The company actively participates in the housing rental market through self-owned commercial properties and long-term rental projects [6][39] - Future outlook includes value reassessment of land reserves and profit growth from rental business expansion [6][39] Group 7 - Sealand (002285) is a leading comprehensive real estate service provider in China, focusing on property agency, rental services, and asset operation [7][40] - The company has served over one million families and manages over 100,000 rental units under its "Hongpu Apartment" brand [7][40] - Future prospects include market share expansion and service experience enhancement through digital tools [7][40] Group 8 - Poly Developments (600048) is a flagship real estate platform under Poly Group, focusing on real estate development and property services [8][41] - The company has over 50,000 rental units under its "Poly Apartment" brand and is involved in affordable rental housing construction [8][41] - Future outlook includes profit growth from rental business expansion and financing advantages under state-owned enterprise background [8][41] Group 9 - Huangting International (000056) is a commercial real estate operator based in Shenzhen, focusing on commercial property operations and financial services [9][42] - The company actively participates in the housing rental market through self-owned commercial property transformation and long-term rental operations [9][42] - Future prospects include further opening of rental space through commercial property transformation and value release from urban renewal projects [9][42] Group 10 - Jinhe Commercial Management (603682) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [10][43] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [10][43] - Future outlook includes growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [10][43] Group 11 - Vanke A (000002) is a leading real estate company in China, focusing on real estate development and rental operations [11][44] - The company has over 200,000 rental units under its "Boyu" brand, making it one of the largest long-term rental apartment operators in China [11][44] - Future prospects include profit growth from rental business expansion and asset revitalization through REITs pilot projects [11][44] Group 12 - Tianjian Group (000090) is a city construction and operation platform under the Shenzhen State-owned Assets Supervision and Administration Commission, focusing on real estate development and urban construction [12][45] - The company actively responds to policy directions through affordable housing projects and long-term rental operations [12][45] - Future outlook includes expansion of rental business scale and long-term value release from urban renewal projects [12][45] Group 13 - ST Sunshine (000608) is an established glass manufacturing company transitioning into the new energy and real estate sectors [13][46] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [13][46] - Future prospects include growth in rental business and recovery of overall performance through the expansion of photovoltaic glass business [13][46] Group 14 - 365 Network (300295) is a leading real estate internet service platform, focusing on property information and transaction services [14][47] - The company integrates rental housing information through its online platform, benefiting from the rental and sales rights policy [14][47] - Future outlook includes growth in online rental platform traffic and improved profitability through financial technology business expansion [14][47] Group 15 - Debi Group (300947) is a leading cultural and creative park operator, focusing on urban renewal and cultural park operations [15][48] - The company integrates into the regional housing rental system through park-affiliated apartment operations and affordable housing cooperation [15][48] - Future prospects include growth in park-affiliated rental business and consolidation of industry position through ongoing urban renewal projects [15][48] Group 16 - Changjiang Investment (600119) is a logistics and real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on logistics operations and real estate development [16][49] - The company attempts to enter the housing rental market through self-owned property transformation and affordable housing cooperation [16][49] - Future outlook includes growth in rental business and performance improvement through logistics real estate appreciation [16][49] Group 17 - New Huangpu (600638) is a real estate platform under the Shanghai State-owned Assets Supervision and Administration Commission, focusing on real estate development and financial services [17][50] - The company actively participates in the housing rental market through affordable housing projects and long-term rental operations [17][50] - Future prospects include expansion of rental business scale and long-term value release from urban renewal projects [17][50] Group 18 - Yueshin Health (002162) is a health real estate and elderly care service provider, focusing on health real estate development and elderly care services [18][51] - The company integrates into the regional housing rental system through health community-affiliated apartment operations and affordable housing cooperation [18][51] - Future outlook includes growth in health rental business and improved profitability through the expansion of elderly care services [18][51]
房地产服务板块2月4日涨3.94%,我爱我家领涨,主力资金净流入3.35亿元
Core Insights - The real estate service sector experienced a significant increase of 3.94% on February 4, with "I Love My Home" leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Group 1: Stock Performance - "I Love My Home" (code: 000560) closed at 3.61, with a rise of 10.06% and a trading volume of 4.1629 million shares [1] - "Te Fa Service" (code: 300917) saw a closing price of 42.50, increasing by 6.52% with a trading volume of 166,900 shares [1] - "World Union" (code: 002285) closed at 2.87, up 5.90%, with a trading volume of 984,700 shares [1] - "Huangting International" (code: 000056) closed at 1.88, increasing by 5.03% with a trading volume of 944,200 shares [1] - "Zhongshan Service" (code: 002188) closed at 7.24, up 1.69%, with a trading volume of 250,600 shares [1] Group 2: Capital Flow - The real estate service sector saw a net inflow of 335 million yuan from institutional investors, while retail investors experienced a net outflow of 155 million yuan [2] - "I Love My Home" had a net inflow of 254 million yuan from institutional investors, but a net outflow of 168 million yuan from retail investors [3] - "Te Fa Service" recorded a net inflow of 46.64 million yuan from institutional investors, with a net outflow of 23.48 million yuan from retail investors [3]
皇庭国际(000056)2月3日主力资金净买入667.16万元
Sou Hu Cai Jing· 2026-02-04 01:32
近5日资金流向一览见下表: 证券之星消息,截至2026年2月3日收盘,皇庭国际(000056)报收于1.79元,下跌1.1%,换手率12.53%, 成交量113.21万手,成交额2.04亿元。 2月3日的资金流向数据方面,主力资金净流入667.16万元,占总成交额3.28%,游资资金净流入648.31 万元,占总成交额3.18%,散户资金净流出1315.47万元,占总成交额6.46%。 皇庭国际2025年三季报显示,前三季度公司主营收入33.11亿元,同比上升533.48%;归母净利润-24.44 亿元,同比下降834.48%;扣非净利润-3.29亿元,同比下降23.01%;其中2025年第三季度,公司单季度 主营收入30.21亿元,同比上升1712.19%;单季度归母净利润-22.59亿元,同比下降1902.75%;单季度扣 非净利润-1.35亿元,同比下降17.15%;负债率201.63%,投资收益-25.67万元,财务费用4.25亿元,毛 利率26.81%。皇庭国际(000056)主营业务:以商业不动产综合运营服务为主要业务,包括商业不动产 运营管理业务、商业不动产的资产管理业务、商业不动产的配套服务业 ...
皇庭国际:控股股东一致行动人增持B股,权益变动触及1%
Xin Lang Cai Jing· 2026-02-03 11:52
皇庭国际公告称,控股股东皇庭产控的一致行动人皇庭国际集团,于2026年1月16日至2月2日通过集中 竞价交易增持B股3,824,140股,占总股本0.3234%。本次权益变动后,皇庭产控及其一致行动人持股数 量由304,609,155股增至308,433,295股,占总股本比例由25.76%增至26.08%,权益变动触及1%的整数 倍。此次增持资金来源于自有资金。 ...
皇庭国际(000056.SZ):皇庭国际集团累计增持382.41万股B股
Ge Long Hui A P P· 2026-02-03 11:52
格隆汇2月3日丨皇庭国际(000056.SZ)公布,皇庭国际集团作为皇庭国际控股股东皇庭产控的一致行动 人,于2026年1月16日至2026年2月2日通过集中竞价交易增持境内上市外资股(B股)3,824,140股,占 皇庭国际总股本的比例为0.3234%。本次权益变动后,皇庭产控及其一致行动人持有皇庭国际股份总数 量由304,609,155股增加至308,433,295股,占公司总股本的比例由25.76%增加至26.08%,权益变动触及 1%的整数倍。 ...
皇庭国际(000056) - 关于控股股东一致行动人增持公司股份(B股)暨权益变动触及1%整数倍的提示性公告
2026-02-03 11:47
证券代码:000056、200056 证券简称:皇庭国际、皇庭 B 公告编号:2026-005 深圳市皇庭国际企业股份有限公司 关于控股股东一致行动人增持公司股份(B股) 暨权益变动触及1%整数倍的提示性公告 二、备查文件 1.《关于增持股份触及 1%整数倍的告知函》。 一、告知函内容 皇庭国际集团作为皇庭国际控股股东皇庭产控的一致行动人,于 2026 年 1 月 16 日至 2026 年 2 月 2 日通过集中竞价交易增持境内上市外资股(B 股)3,824,140 股, 占皇庭国际总股本的比例为 0.3234%。本次权益变动后,皇庭产控及其一致行动人持有 皇庭国际股份总数量由 304,609,155 股增加至 308,433,295 股,占公司总股本的比例 由 25.76%增加至 26.08%,权益变动触及 1%的整数倍。具体情况如下: | 1.基本情况 | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...
房地产服务板块2月3日涨1.52%,特发服务领涨,主力资金净流出572.68万元
Market Performance - The real estate service sector increased by 1.52% on February 3, with TeFa Service leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - TeFa Service (300917) closed at 39.90, up 3.07% with a trading volume of 86,200 shares and a transaction value of 3.47 billion [1] - World Union (002285) closed at 2.71, up 3.04% with a trading volume of 491,800 shares and a transaction value of 133 million [1] - ST Mingcheng (600136) closed at 1.75, up 2.34% with a trading volume of 166,100 shares and a transaction value of 28.86 million [1] - I Love My Home (000560) closed at 3.28, up 2.18% with a trading volume of 1,884,200 shares and a transaction value of 616 million [1] - Zhongtian Service (002188) closed at 7.12, up 2.15% with a trading volume of 284,700 shares and a transaction value of 204 million [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 5.73 million from institutional investors and 30.98 million from speculative funds, while retail investors saw a net inflow of 36.70 million [2] - The capital flow for individual stocks shows that I Love My Home had a net outflow of 15.62 million from institutional investors, while retail investors had a net inflow of 10.58 million [3] - World Union had a net inflow of 6.67 million from institutional investors, but a net outflow of 13.87 million from speculative funds [3]
皇庭国际(000056)2月2日主力资金净卖出16.15万元
Sou Hu Cai Jing· 2026-02-03 01:25
证券之星消息,截至2026年2月2日收盘,皇庭国际(000056)报收于1.81元,下跌9.95%,跌停,换手率 2.67%,成交量24.15万手,成交额4371.98万元。 2月2日的资金流向数据方面,主力资金净流出16.15万元,占总成交额0.37%,游资资金净流出433.02万 元,占总成交额9.9%,散户资金净流入449.17万元,占总成交额10.27%。 近5日资金流向一览见下表: 皇庭国际融资融券信息显示,融资方面,当日融资买入11.57万元,融资偿还50.65万元,融资净偿还 39.09万元。融券方面,融券卖出0.0股,融券偿还0.0股,融券余量0.0股,融券余额0.0万元。融资融券 余额6511.88万元。 皇庭国际2025年三季报显示,前三季度公司主营收入33.11亿元,同比上升533.48%;归母净利润-24.44 亿元,同比下降834.48%;扣非净利润-3.29亿元,同比下降23.01%;其中2025年第三季度,公司单季度 主营收入30.21亿元,同比上升1712.19%;单季度归母净利润-22.59亿元,同比下降1902.75%;单季度扣 非净利润-1.35亿元,同比下降17.15% ...
智通A股限售解禁一览|2月3日
智通财经网· 2026-02-03 01:04
| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 皇庭国际 | 000056 | 股权激励限售流通 | 1422.4万 | | 长江电力 | 600900 | 增发A股原股东配售上市 | 4.61亿 | | 易普力 | 002096 | 增发A股法人配售上市 | 5.39亿 | | 泰和新材 | 002254 | 增发A股原股东配售上市 | 3213.9万 | | 三未信安 | 688489 | | 58.61万 | 今日具体限售解禁股情况如下: 智通财经APP获悉,2月3日共有5家上市公司的限售股解禁,解禁总市值约179.36亿元。 ...
股市必读:皇庭国际(000056)2月2日收盘跌停,主力净流出16.15万元
Sou Hu Cai Jing· 2026-02-02 19:16
资金流向 当日关注点 交易信息汇总 股价提醒 2月2日皇庭国际(000056)收盘报1.81元,跌停,当日成交2415.46万元。根据收盘数据统计,该股已连 续2日下跌。前10个交易日资金流向情况:主力资金累计净流出2883.52万元,股价累计下跌11.31%;融 资余额累计减少2024.95万元,融券余量累计增加0股。 截至2026年2月2日收盘,皇庭国际(000056)报收于1.81元,下跌9.95%,跌停,换手率2.67%,成交量 24.15万手,成交额4371.98万元。 2月2日主力资金净流出16.15万元;游资资金净流出433.02万元;散户资金净流入449.17万元。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 来自交易信息汇总:皇庭国际2月2日收盘报1.81元,跌停,当日成交2415.46万元,已连续2日下 跌。 来自资金流向:主力资金当日净流出16.15万元,游资净流出433.02万元,散户资金净流入449.17 万元。 ...