证券代码：000560 证券简称：我爱我家 公告编号：2025-051 号 我爱我家控股集团股份有限公司 关于实际控制人部分股份司法拍卖完成过户并解除冻结暨 权益变动的提示性公告 公司实际控制人谢勇先生及其一致行动人西藏太和先机投资管理有限公司保 证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动系公司实际控制人所持部分股份被司法拍卖过户完成导致 被动减持公司股份，不触及要约收购，不会导致公司控股股东、实际控制人发生 变化，亦不会对公司治理结构及持续经营产生重大影响。 1.本次解除司法冻结基本情况 | | 是否为控股 | 本次解除冻 | 占其所持股份 | 占公 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 结股份数量 | 比例（本次权 | 司总 | 起始日 | 解除日期 | 冻结申请人 | | 名称 | 大股东及其 | （股） | 益变动前） | 股本 | | | | | | 一致行动 ...

证券代码：000560 证券简称：我爱我家 公告编号：2025-052 号 我爱我家控股集团股份有限公司 关于公司控股股东部分股份解除质押和被质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、控股股东所持股份解除质押基本情况 股东名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除质押 股份数量（股） 占其所 持股份 比例（%） 占公司 总股本 比例（%） 起始日 解除日期 质权人 西藏太和先机投 资管理有限公司 是 52,000,000 12.65 2.21 2024 年 6 月 11 日 2025 年 11 月 19 日 浙商银行股份有 限公司北京分行 合计 - 52,000,000 12.65 2.21 - - - | | | 持股 | 本次解除质 押及质押前 | 本次解除质 押及质押后 | 占其 所持 | 占公 司总 | 已质押股份情况 | | 未质押股份情况 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 ...

Core Viewpoint - The company "I Love My Home" (000560) reported that as of October 31, 2025, the total number of shareholders is 82,108 [1] Summary by Category - **Company Information** - The total number of shareholders for "I Love My Home" is projected to be 82,108 by October 31, 2025 [1]

Group 1 - The core viewpoint of the report indicates that the stabilization of the residential balance sheet suggests a potential bottoming out in the real estate market, but the speed of improvement will determine the duration of this bottoming process [3][4] - The report highlights that since 2021, China's housing prices have cumulatively declined by 37%, which is longer than the average decline of 34% over 6.1 years in 42 countries, indicating that while the price drop is significant, the adjustment period in China is still relatively short [22][7] - The report identifies five major opportunities in the industry, including the stabilization of the residential asset-liability ratio, a decrease in the housing price-to-income ratio, improving rental yields, a bullish stock market potentially boosting wealth effects, and a deep clearing of supply-side issues [3][4] Group 2 - The industry outlook predicts a structural bottoming out, with opportunities arising for quality housing and commercial real estate, driven by policies focusing on demand recovery and high-quality development [3][4] - The report anticipates that the core cities will stabilize sooner due to healthier supply-demand relationships, with a forecast for sales volume and price declines to narrow in 2025-2026 [3][4] - The report maintains a "positive" rating for the real estate sector, recommending specific companies in the quality housing and commercial real estate segments, as well as undervalued firms and property management companies [3][4]

Group 1 - The real estate service sector increased by 0.36% compared to the previous trading day, with "I Love My Home" leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Group 2 - The net inflow of main funds into the real estate service sector was 24.19 million yuan, while retail funds saw a net inflow of 8.15 million yuan [2] - The table shows various companies' fund flows, with "I Love My Home" having a main fund net inflow of 30.62 million yuan, despite a retail net outflow of 17.45 million yuan [2] - Other companies like "Special Service" and "Nandu Property" also experienced mixed fund flows, with varying levels of net inflow and outflow from main and retail investors [2]

Core Insights - The real estate service sector experienced a 0.48% increase on November 13, with Shijian leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Stock Performance - Shijian (002285) closed at 2.51, up 2.03%, with a trading volume of 523,400 shares and a turnover of 130 million yuan [1] - Zhongtian Service (002188) closed at 6.63, up 1.53%, with a trading volume of 51,300 shares and a turnover of 33.67 million yuan [1] - Huangting International (000056) closed at 2.48, up 1.22%, with a trading volume of 458,300 shares and a turnover of 112 million yuan [1] - ST Mingcheng (600136) closed at 1.92, up 1.05%, with a trading volume of 222,500 shares and a turnover of 42.34 million yuan [1] - Wo Ai Wo Jia (000560) closed at 2.94, up 0.68%, with a trading volume of 1,177,400 shares and a turnover of 346 million yuan [1] - Zhujiang Co. (600684) closed at 4.71, up 0.64%, with a trading volume of 153,400 shares and a turnover of 72.04 million yuan [1] - Ningbo Fuda (600724) closed at 5.67, up 0.53%, with a trading volume of 81,800 shares and a turnover of 46.18 million yuan [1] - China Merchants Jiyu (001914) closed at 11.94, up 0.42%, with a trading volume of 131,000 shares and a turnover of 155 million yuan [1] - Nandu Property (603506) closed at 12.96, up 0.23%, with a trading volume of 24,500 shares and a turnover of 3.16 million yuan [1] - Xinda Zheng (002968) closed at 12.59, down 0.55%, with a trading volume of 53,000 shares and a turnover of 66.50 million yuan [1] Capital Flow - The real estate service sector saw a net outflow of 13.73 million yuan from institutional investors and 7.09 million yuan from speculative funds, while retail investors had a net inflow of 20.82 million yuan [2] - The detailed capital flow for individual stocks shows varying trends, with some stocks experiencing significant net inflows from retail investors despite overall outflows from institutional and speculative funds [3]

证券之星消息，11月12日房地产服务板块较上一交易日下跌0.62%，珠江股份领跌。当日上证指数报收 于4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600136 | ST明诚 | 1.90 | 0.53% | 28.35万 | | 5417.03万 | | 000056 | 皇庭国际 | 2.45 | 0.41% | 39.01万 | | 9558.79万 | | 002188 | 中天服务 | 6.53 | 0.31% | 6.49万 | | 4239.06万 | | 002285 | 世联行 | 2.46 | -0.40% | 1 32.90万 | | 8080.34万 | | 001914 | 招商积余 | 11.89 | -0.42% | 6.85万 | | 8180.67万 | | 603506 | 南都物业 | 12.93 | -0.54% | 2.82万 ...

Core Viewpoint - The report from Pacific Securities indicates that I Love My Home's net profit attributable to shareholders for the first three quarters of 2025 reached 0.42 billion yuan, representing a year-on-year increase of 398.75% [1] Financial Performance - The significant growth in net profit is primarily driven by an increase in brokerage transaction volume and a reduction in related operating costs [1] - Management expenses and financial costs decreased by 15.48% and 29.71% to 0.67 billion yuan and 0.36 billion yuan, respectively [1] - The gross profit margin for sales in the first three quarters of 2025 was 9.08%, an increase of 1.72 percentage points year-on-year [1] - Other income rose by 99.37% to 0.048 billion yuan compared to the same period last year [1] Business Operations - The asset management business, operated under the "Xiangyu" brand, focuses on housing rental management and has expanded its market presence in major cities such as Beijing, Hangzhou, Shanghai, Suzhou, and Guangzhou [1] - As of September 30, 2025, the managed housing units reached approximately 330,000, an increase of about 27,000 units since the beginning of the year [1] - The company's various business segments have shown growth rates exceeding the market average, and its market share continues to increase steadily [1] Investment Outlook - The overall transaction amount in housing remains on an upward trend, with significant achievements in cost reduction and efficiency improvement, leading to a notable increase in net profit and a continuous recovery in profitability [1] - The company is rated as "Accumulate" based on its performance and growth prospects [1]

Investment Rating - The report assigns a rating of "Accumulate" for the company [1][11]. Core Insights - The company reported a significant increase in net profit attributable to shareholders, with a growth of 398.75% year-on-year, despite a slight decline in revenue [4][6]. - The total transaction amount in the housing sector continues to grow, indicating resilience in the company's core business [5][8]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 8.165 billion yuan, a year-on-year decrease of 6.81%, while the net profit attributable to shareholders was 42 million yuan, marking a year-on-year increase of 398.75% [4][6]. - The company's gross transaction value (GTV) for housing reached approximately 196.2 billion yuan, reflecting a year-on-year growth of 5.2% [5]. Business Segments - The brokerage business, new housing business, and asset management business accounted for 79.82%, 13.20%, and 6.98% of GTV, respectively, with year-on-year changes of +5.10%, +9.30%, and -3.50% [5]. - The brokerage business saw a transaction volume of 54,626 units for second-hand housing, a growth of 5.6% year-on-year, while new housing transactions reached 8,150 units, up 0.4% [7]. Cost Management - The company successfully reduced operational costs, with management and financial expenses decreasing by 15.48% and 29.71% to 670 million yuan and 364 million yuan, respectively [6]. - The gross profit margin for the first three quarters of 2025 was 9.08%, an increase of 1.72 percentage points year-on-year [6]. Future Projections - The company is expected to achieve net profits of 155 million yuan, 229 million yuan, and 270 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding PE ratios of 44.97, 30.39, and 25.77 [8][11].

Core Viewpoint - The judicial auction of 115 million shares held by the actual controller of I Love My Home, Xie Yong, has been successfully completed, significantly impacting his shareholding and the company's ownership structure [1][2]. Group 1: Auction Details - The auction took place on the "Taobao" judicial auction platform, with an initial starting price of 278.76 million yuan, and the final transaction price was 316.64 million yuan, slightly above the market price of 315.68 million yuan [2]. - The shares included 32.5 million unrestricted shares and 82.5 million restricted shares, with the auction occurring after an initial failed attempt on September 27 due to no bids [2]. - The starting price for the second auction was approximately 11.7% lower than the first auction [2]. Group 2: Impact on Shareholding - Following the auction, Xie Yong's shareholding will decrease from 130 million shares to 15 million shares, reducing his ownership percentage from 5.52% to 0.64% [2]. - The total shares controlled by Xie Yong and his concerted parties will drop from 426,028,689 shares, representing 22.97% of the total share capital, to 18.09% [2]. Group 3: Company Statement - I Love My Home stated that despite the significant reduction in the actual controller's shareholding, the company's control will remain unchanged, with Xie Yong still recognized as the actual controller [4]. - The company emphasized that its operations are normal and it maintains independent business capabilities, indicating no major impact on governance or daily operations [4]. Group 4: Financial Performance - In 2023, I Love My Home reported its largest loss since going public, with total revenue of 12.09 billion yuan and a net loss of 850 million yuan, marking the second consecutive year of losses [6]. - However, in 2024, the company showed signs of recovery with a revenue of 12.536 billion yuan, a year-on-year increase of 3.67%, and a net profit of 73.41 million yuan, reversing the previous year's losses [6]. - For the first three quarters of 2025, the company achieved a total housing transaction value of approximately 196.2 billion yuan, a year-on-year increase of 5.2%, and a net profit of about 42.33 million yuan, reflecting a significant growth of 398.75% compared to the previous year [6].