证券代码： 002285 证券简称：世联行 1 深圳世联行地产顾问股份有限公司投资者关系活动记录表 编号：20151211 | --- | --- | --- | |-------------------------|-------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单 ...

证券代码： 002285 证券简称：世联行 深圳世联行地产顾问股份有限公司投资者关系活动记录表 编号：20151021 | --- | --- | --- | |----------------|-------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 兴业证券、宝盈基金、长城资产、大成基金、南方基金、鹏 ...

证券代码： 002285 证券简称：世联行 深圳世联行地产顾问股份有限公司投资者关系活动记录表 编号：20150917 | --- | --- | --- | |----------------|--------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 国信证券、兴业证券、华泰证券、国元证券、汇添富基金管理股份有 限公司、深圳市华银精治资产管理有限公司、深圳市承泽资产管理有 | | 人员姓名 ...

证券代码： 002285 证券简称：世联行 1 深圳世联行地产顾问股份有限公司投资者关系活动记录表 编号：20160627 | --- | --- | --- | |-------------------------|-------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Financial Products Overview - The company has been involved in small loan business since 2013, initially targeting corporate clients and later expanding to family consumer loans, with loan amounts of CNY 1.97 billion in 2014 and CNY 2.99 billion in 2015, primarily in lower-tier cities [2][3] - The "Home Round Cloud Loan" product has issued over CNY 5 billion in loans, with an average loan amount of CNY 80,000 and a term of approximately 10 months, maintaining a non-performing loan rate of around 1% [3] Group 2: Market Dynamics and Risks - The media's concern regarding "down payment loans" is that they may lower the down payment ratio, increasing leverage and potentially driving up housing prices, which could lead to a crisis if prices do not decline [3] - Unlike the U.S., where subprime loans contributed to a financial crisis, China's higher savings rate and stricter lending criteria (down payments can exceed 20%) mitigate the risk of a systemic subprime crisis [3] Group 3: Real Estate Market Insights - The focus is shifting to second-tier cities, with cities like Suzhou, Nanjing, Zhengzhou, Wuhan, and Xiamen showing promising market conditions, while first-tier cities have already experienced a phase of price and volume growth [4] - Shenzhen's housing market is influenced by the stock market, with significant wealth effects observed, as seen in the rapid sale of high-value properties [6] Group 4: Government Policies and Housing Supply - The government plans to introduce 400,000 affordable housing units in Shenzhen, which is relatively small compared to the total housing stock of approximately 1.28 million units, indicating a supply-demand imbalance [6] - The low birth rate may impact the real estate market, but the effect on first-tier cities is expected to be manageable, as urbanization trends continue to concentrate populations in core cities [6]

证券代码： 002285 证券简称：世联行 深圳世联行地产顾问股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|----------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | □ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | √ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ 其他 | （请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | | 电话说明会参加机构如下：兴业证券、东方证券、保银投资、北京鸿盈 资本、 ...

证券代码： 002285 证券简称：世联行 1 深圳世联行地产顾问股份有限公司投资者关系活动记录表 编号：20160517 | --- | --- | --- | |-----------------------|-------------------------------|--------------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 高盛（亚洲）有限责任公司、 | BlackRock | | 人员姓名 | | | | 时间 | 2016 年 05 月 17 日 | | | 地点 | 世联行总部 15 楼 | | | 上市公司接待人 员姓名 | | 副总经理、董秘袁鸿昌先生；证券事务代表赵飞鸿先生 | | 投资者关系活动 | Q1 ：深圳四月份房价涨幅超 | ...

证券代码： 002285 证券简称：世联行 1 深圳世联行地产顾问股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Strategy - Shenzhen World Union Properties Consultancy Co., Ltd. aims to manage at least 130,000 apartments within three years, with a target of 30,000 by the end of 2016 and 100,000 by the end of 2017 [2] - The company focuses on long-term rental apartments, leveraging its marketing expertise and adopting a new house agency model, which has shown promising results [2] Group 2: Market Insights and Future Outlook - The demand for rental properties in first- and second-tier cities is significant due to high asset prices that exceed the affordability of the working class, especially young people [2] - The company anticipates a slowdown in the year-on-year growth rate of national commodity housing sales in the fourth quarter, indicating that a stable market is more favorable for the new house agency industry [3] Group 3: Project Developments - The "Red Pu" apartment project will primarily adopt a centralized model, benefiting from the company's extensive B-end resources [3] - The "Xiao Yang" community has entered 10 cities with 15 projects and over 300 companies, serving more than 20,000 entrepreneurs, providing flexible workspace solutions similar to WeWork [3]

Group 1: Market Insights - The current real estate market is experiencing a hot phase, which may lead developers to reduce reliance on agency services [1] - A stable growth phase is deemed most suitable for the new housing agency industry, as both overheating and cooling markets are unfavorable [1] - The company has entered over 120 communities, controlling approximately 3% of the market, indicating potential for future growth [1] Group 2: Community Management Business - The community management business is a key strategy for the company to tap into existing assets, currently covering over 5,000 communities [1] - There are approximately 180,000 existing communities nationwide, with 60% of wealth concentrated in first-tier cities, highlighting significant demand for asset management services [1] Group 3: Long-term Apartment Business - The core competencies of the long-term apartment business include asset judgment, acquisition, and operation capabilities [2] - The company adopts a primarily centralized approach with supplementary decentralized methods for its apartment business [2] Group 4: Employee Expansion and Financial Performance - The IT and financial departments are experiencing the fastest growth, aligning with the company's shift towards new business areas [2] - Since 2013, profit growth has lagged behind revenue growth due to the company's transitional phase and the need for early-stage investment in innovative businesses [2]