经济观察报记者田国宝 9月9日中午，按照与链家中介人员的约定，张芳来到北京三元桥附近的一个小区看房。张芳家住北京房 山，每天通勤时间在三个小时左右，她打算将自家的房子出租，在公司附近租房居住。 张芳预约的是一套50多平方米的小两居，租金挂牌价在5800元/月左右。与中介人员见面后，对方告诉 她，房东有事来不了，但小区内有同户型房源可看，且租金更便宜。张芳想，既然来了，看一下也好。 看房时，中介人员告诉张芳，这套房子由链家管理，需要与链家签租赁合同。租住期间，房屋设施及家 具家电维修等问题由管家协调解决，而且链家不收取中介费，仅向租户收取少量服务费。 这是一种资产托管式住房租赁服务。房东将房子交给中介统一管理，由中介负责出租、收租、维修和运 营等具体事务。近年来，多数中介公司开始大力发展这一模式，在带来居住和服务水平提升的同时，这 种模式也存在一些争议，其中的焦点在于中介平台、房东和租客三方利益的重新分配。有房东和租客认 为，自身的诉求在部分平台的市场地位下被忽视了。 托管房 中介带张芳看的托管房，租金为5400元/月，不收取中介费，只收取相当于租金10%的服务费，与房租 一同缴纳；如果选择季付，服务费为9%。 ...

"你们送来的每一件精美的玩具，是一份温暖的爱心，是对孩子们成长的殷切关怀和美好的期许。"在第41个教师节来临之际，我爱我家党委、我爱我家公益 基金会，带着对乡村学前教育的深切关怀，向北京市大兴区安定镇中心幼儿园与第二幼儿园开展专项物资捐赠活动，为学龄前儿童们带去了图书、玩具与体 育器材等物资，为基层教育发展注入温暖的一抹黄。 务实高效 激发童真 本次捐赠我爱我家秉承着"需求导向，务实高效"的精神，结合各个幼儿园的实际情况，充分考虑了学龄前儿童的认知特点、阅读兴趣以及幼儿园教学活动的 实际需求，精心挑选捐赠了图书80多种共计500余册，玩具及体育器材共计30余种。在这些捐赠物品中，既有助于激发学龄前儿童学习的图书，也有帮助儿 童进行情绪管理，帮助更好融入集体的玩具，同时还有帮助儿童健身健体、提升体育兴趣的运动器材。 安定镇中心幼儿园园长赵晶晶表示："这些玩具将成为孩子们探索世界的小助手，他们会在运动中锻炼身体，找到自己的兴趣，你们的捐赠让幼儿园的教室 活动区域变得更加丰富多彩，为孩子们创造了充满欢乐和学习的童年的记忆。" 党建共建 构建长效帮扶 此次物资捐赠是我爱我家集团党委与安定镇党建共建的成果落地，早在今年 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000056 | 皇庭国际 | 3.01 | 8.27% | 244.16万 | | 7.11亿 | | 600684 | 珠江股份 | 5.83 | 5.42% | 74.31万 | | 4.26亿 | | 001914 | 指商积余 | 12.41 | 1.22% | ● 9.81万 | | 1.21亿 | | 000560 | 我爱我家 | 3.11 | 0.97% | 155.03万 | | 4.78亿 | | 002188 | 中天服务 | 5.80 | 0.87% | 12.14万 | | 7010.84万 | | 002285 | 世联行 | 2.51 | 0.80% | 50.57万 | | 1.26亿 | | 002968 | 新大正 | 10.81 | 0.19% | 2.65万 | | 2858.91万 | | 600724 | 宁波富达 | 5.19 | 0.00% | 19.76万 | | 1.02亿 | ...

我爱我家所属申万行业为：房地产-房地产服务-房产租赁经纪。所属概念板块包括：新零售、低价、数 字经济、房屋租赁、华为鸿蒙等。 截至7月31日，我爱我家股东户数9.06万，较上期减少1.00%；人均流通股24888股，较上期增加1.01%。 2025年1月-6月，我爱我家实现营业收入56.58亿元，同比减少2.69%；归母净利润3840.02万元，同比增 长30.80%。 分红方面，我爱我家A股上市后累计派现5.30亿元。近三年，累计派现1012.87万元。 9月9日，我爱我家盘中上涨2.33%，截至10:14，报3.08元/股，成交1.89亿元，换手率2.75%，总市值 72.55亿元。 资金流向方面，主力资金净流入1832.77万元，特大单买入3116.12万元，占比16.52%，卖出1411.30万 元，占比7.48%；大单买入4550.91万元，占比24.13%，卖出4422.97万元，占比23.45%。 我爱我家今年以来股价涨1.12%，近5个交易日涨2.33%，近20日涨3.36%，近60日涨3.84%。 今年以来我爱我家已经2次登上龙虎榜，最近一次登上龙虎榜为4月28日，当日龙虎榜净买入-2299 ...

Market Overview - On September 5, the real estate service sector rose by 1.31% compared to the previous trading day, with Huangting International leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Huangting International (000056) closed at 68.7, up 4.33% with a trading volume of 850,000 shares [1] - Ningbo Fuda (600724) closed at 5.33, up 3.90% with a trading volume of 384,700 shares [1] - Pearl River Shares (600684) closed at 5.35, up 2.10% with a trading volume of 810,100 shares [1] - Te Fa Service (300917) closed at 46.02, up 2.06% with a trading volume of 56,200 shares [1] - Zhongtian Service (002188) closed at 5.51, up 2.04% with a trading volume of 160,100 shares [1] - Wo Ai Wo Jia (000560) closed at 2.97, up 1.37% with a trading volume of 750,300 shares [1] - Shilian Hang (002285) closed at 2.40, up 1.27% with a trading volume of 442,800 shares [1] - ST Mingcheng (600136) closed at 1.87, up 1.08% with a trading volume of 76,400 shares [1] - New Dazheng (002968) closed at 10.51, up 0.38% with a trading volume of 37,200 shares [1] - China Merchants Jiyu (001914) closed at 11.92, down 0.75% with a trading volume of 94,500 shares [1] Capital Flow Analysis - The real estate service sector saw a net inflow of 58.44 million yuan from institutional investors, while retail investors experienced a net outflow of 80.47 million yuan [2][3] - Major stocks with significant net inflows include: - Wo Ai Wo Jia (000560) with a net inflow of 31.44 million yuan [3] - Ningbo Fuda (600724) with a net inflow of 20.89 million yuan [3] - Te Fa Service (300917) with a net inflow of 20.46 million yuan [3] - Shilian Hang (002285) with a net inflow of 14.66 million yuan [3] - Notable stocks with net outflows include: - South City Property (603506) with a net outflow of 6.80 million yuan [3] - China Merchants Jiyu (001914) with a net outflow of 13.71 million yuan [3]

证券之星消息，9月4日房地产服务板块较上一交易日上涨0.78%，南都物业领涨。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。房地产服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603506 | 南都物业 | 13.74 | 4.17% | 5.79万 | 7824.55万 | | | 600724 | 宁波富达 | 5.13 | 1.99% | 48.87万 | | 2.50亿 | | 002285 | 世联行 | 2.37 | 1.28% | 46.49万 | ﻀ | 1.10亿 | | 002968 | 新大正 | 10.47 | 1.26% | - 4.69万 | 4930.41万 | | | 002188 | 中天服务 | 5.40 | 1.12% | 24.23万 | | 1.32亿 | | 300917 | 特发服务 | 45.09 | 0.69% | 5.42万 | | 2.44亿 | ...

Market Overview - On September 3, the real estate service sector declined by 2.59% compared to the previous trading day, with Ningbo Fuda leading the decline [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - The following stocks in the real estate service sector experienced notable price changes: - Huangting International: Closed at 2.79, up 1.09% with a trading volume of 680,000 shares [1] - Ningbo Fuda: Closed at 5.03, down 4.73% with a trading volume of 692,500 shares and a transaction value of 352 million [2] - ST Mingcheng: Closed at 1.85, down 1.60% with a trading volume of 90,500 shares [1] - Other stocks such as Zhongtian Service, Wo Ai Wo Jia, and Shilian Hang also saw declines ranging from 1.88% to 2.84% [1][2] Capital Flow - The real estate service sector saw a net outflow of 38.19 million from institutional investors, while retail investors experienced a net inflow of 50.12 million [2] - The following stocks had significant capital flow: - Huangting International: Main capital inflow of 11.05 million, with a net retail outflow of 8.12 million [3] - Ningbo Fuda: Main capital inflow of 1.02 million, with a net retail outflow of 24.63 million [3] - ST Mingcheng: Main capital outflow of 2.99 million, with a net retail inflow of 1.90 million [3]

Core Insights - The real estate service sector saw a slight increase of 0.15% on September 2, with Ningbo Fuda leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Ningbo Fuda (600724) closed at 5.28, up 10.00% with a trading volume of 564,300 shares [1] - Pearl River Shares (600684) closed at 5.31, up 3.31% with a trading volume of 601,100 shares [1] - Other notable performances include: - Royal International (000056) at 2.76, up 1.10% [1] - ST Mingcheng (600136) at 1.88, down 0.53% [1] - New Dazheng (002968) at 10.62, down 0.93% [1] Capital Flow - The real estate service sector experienced a net outflow of 13.42 million yuan from institutional investors, while retail investors saw a net inflow of 26.96 million yuan [2] - The overall net outflow from retail investors was 13.54 million yuan [2] Individual Stock Capital Flow - Ningbo Fuda had a net inflow of 60.06 million yuan from institutional investors, while retail investors had a net outflow of 28.40 million yuan [3] - Pearl River Shares saw a net inflow of 12.82 million yuan from institutional investors, with a net outflow of 1.13 million yuan from retail investors [3] - Other stocks like New Dazheng and ST Mingcheng experienced mixed capital flows, with varying levels of institutional and retail investor activity [3]

Core Viewpoint - I Love My Home Group reported significant growth in its new housing business, driven by favorable external policies and internal operational efficiencies [1][2][3] Financial Performance - The company achieved a net profit attributable to shareholders of 38.4 million yuan, a year-on-year increase of 30.8% - The net profit excluding non-recurring items reached 49.91 million yuan, a substantial year-on-year growth of 213.89% [1] Business Segments - The new housing business generated a Gross Transaction Value (GTV) of approximately 18.3 billion yuan, reflecting a year-on-year increase of 32.6% - Revenue from the new housing segment was 469 million yuan, up 24.32% year-on-year, with a gross margin of approximately 13.42%, a slight increase of 0.06 percentage points [1] Market Environment - The "Good House" policy has positively impacted the real estate market in first-tier cities, leading to a recovery in housing transactions - For instance, in Beijing, the number of residential transactions in the first half of 2025 reached 18,563 units, a year-on-year increase of 23.89%, with a transaction value of 145.995 billion yuan, up 29.7% [1] Internal Strengths - The company has established deep partnerships with major developers, leveraging its extensive store network and industry experience to enhance its new housing business - The focus on risk control, quality assurance, and efficiency over the past three years has significantly reduced accounts receivable and improved risk management capabilities [2] Digital Transformation - Continuous investment in digitalization has improved operational efficiency across various stages, from property information synchronization to customer matching and transaction follow-up [2] Future Outlook - The new housing business is expected to maintain its growth momentum due to a favorable policy environment and the company's established risk control and efficiency-oriented business model - The company is well-positioned to expand its market share during the upcoming industry consolidation [3]

Group 1 - The core business segment of the company, the asset management business (Xiangyu), has maintained both scale and efficiency, managing 319,000 rental units, a year-on-year increase of 9% [1] - The average rental turnover days have decreased to 8.8 days, a reduction of 0.7 days compared to the same period in 2024, with a stable rental rate at 95.2% [1] - Despite a 17.41% year-on-year decline in revenue due to the new product "Xiangyu Preferred" adopting net accounting, the adjusted gross profit margin reached 14.05%, an increase of 2.22 percentage points, indicating strong profitability [1] Group 2 - The company has innovatively launched a "dual-commuting rental" tool utilizing digital means to enhance user experience, allowing users to input work location, preferred transportation, and acceptable commuting time to quickly match suitable rental options [1] - The company has partnered with JD Logistics to create an integrated solution covering product selection, quality control, and logistics, reducing user waiting times [2] - The rental market in China is approaching a scale of 2 trillion yuan, with expectations to exceed 3 trillion yuan by 2030, showing an annual compound growth rate of 5% to 10% [2] - As a leading long-term rental apartment brand with 24 years of experience, the company has served over 2 million homeowners and 5 million tenants, positioning itself for steady growth through digital capabilities and continuous service innovation [2]