登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002968 证券简称：新大正 公告编号：2025-053 新大正物业集团股份有限公司 2025年中期分红派息实施公告 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。 特别提示： 1、根据《深圳证券交易所上市公司自律监管指引第9号-回购股份》等相关规定，新大正物业集团股份 有限公司（以下简称"公司"）通过回购专用证券账户持有的公司股份不享有参与本次利润分配的权利。 2、鉴于公司回购专户的股份不参与2025年中期分红派息，本次实际现金分红的总金额=实际参与分配 的总股本*分配比例，即224,230,483股*0.15元/股=33,634,572.45元人民币；本次分红派息实施后除息价 格计算时，每股现金红利应以0.1486428元/股计算(每股现金红利=现金分红总额/总股本，即 33,634,572.45元÷226,277,783股=0.1486428元/股，计算结果不四舍五入，保留小数点后七位)。在保证本 次分红派息实施方案不变的前提下，2025年中期分红派息实施后的除权除息参考价=股权登记日收盘 价 ...

Core Viewpoint - The property management industry is undergoing significant transformation in 2025, shifting from traditional service models to asset management and specialized operational strategies to enhance profitability and service differentiation [3][6]. Group 1: Industry Trends - Property management companies are evolving from basic service providers to asset operators, focusing on creating diverse revenue streams through innovative service models [3][6]. - The industry is moving away from homogeneous competition towards differentiated development based on core competencies, emphasizing the need for specialized and vertical service offerings [3][6]. Group 2: Company Strategies - Poly Property has introduced the "All-Domain Scenic City" model, integrating property services with cultural tourism to create new profit models [3][6]. - Wanwu Cloud is transitioning from traditional property management to asset services, utilizing AI and low-carbon solutions to enhance operational efficiency and tenant satisfaction [7][8]. - Country Garden Services is concentrating on basic services, particularly in managing old residential communities, addressing common issues such as outdated facilities and low resident satisfaction [11][12]. Group 3: Case Studies - Poly Property's management of the Xichong scenic area has transformed it from a simple tourist spot into a comprehensive experience destination, increasing secondary consumption by 78% within six months [5][6]. - Wanwu Cloud's "Ling Stone 3.0" solution has improved operational efficiency significantly, achieving a 95% increase in inspection efficiency at certain projects [8][9]. - Country Garden Services has implemented various value-added services in old communities, such as community retail and home maintenance, to create sustainable revenue streams [12][13].

格隆汇12月16日丨新大正(002968.SZ)公布2025年半年度权益分派实施公告,公司拟以利润分配实施时股 权登记日总股本(扣除回购专户持有股份数)为基数,向全体股东每10股派发现金红利1.50元(含税),不送红 股,不以公积金转增股本。以此核算,公司拟派发现金红利约3363.46万元(含税)。 ...

新大正物业集团股份有限公司 2025 年中期分红派息实施公告 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。 特别提示： 1、根据《深圳证券交易所上市公司自律监管指引第 9 号-回购股份》等相关 规定，新大正物业集团股份有限公司（以下简称"公司"）通过回购专用证券账 户持有的公司股份不享有参与本次利润分配的权利。 2、鉴于公司回购专户的股份不参与 2025 年中期分红派息，本次实际现金分 红的总金额=实际参与分配的总股本*分配比例，即 224,230,483 股*0.15 元/股 =33,634,572.45 元人民币；本次分红派息实施后除息价格计算时，每股现金红 利应以 0.1486428 元/股计算(每股现金红利=现金分红总额/总股本，即 33,634,572.45 元÷226,277,783 股=0.1486428 元/股，计算结果不四舍五入， 保留小数点后七位)。在保证本次分红派息实施方案不变的前提下，2025 年中期 分红派息实施后的除权除息参考价=股权登记日收盘价-0.1486428 元/股。 公司 2025 年中期分红方案已获 2025 年 5 ...

每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 曾健辉） 截至发稿，新大正市值为25亿元。 每经AI快讯，新大正（SZ 002968，收盘价：11.17元）12月16日晚间发布公告称，公司拟以利润分配实 施时股权登记日总股本为基数，向全体股东每10股派发现金红利1.5元（含税），不送红股，不以公积 金转增股本。股权登记日为2025年12月23日。除权除息日为2025年12月24日。 2025年1至6月份，新大正的营业收入构成为：物业管理及服务占比99.87%，其他业务占比0.13%。 ...

Investment Rating - The report assigns an "Accumulate" rating for the real estate industry [4] Core Insights - The industry continues to face downward pressure, but there is a reduction in expenditure pressure, which is expected to persist and provide a favorable financial environment for the macro economy [2] - The overall industry operation is still under downward pressure, with significant declines in development investment and sales figures [53] - The report anticipates that the real estate sector will not contribute to systemic financial risks in 2026, maintaining a favorable environment [53] Summary by Sections Investment Highlights - The report highlights that the real estate investment for January to November 2025 has decreased by 15.9% compared to the same period in 2024, with a notable decline in sales and new construction areas [7][11] - The anticipated trends for 2026 include continued financial risk reduction and persistent economic pressure, with a focus on financial risks in the real estate sector [53] Industry Data - For January to November 2025, the cumulative development investment reached 78,591 billion, with a year-on-year decrease of 15.9% [10] - The sales area of commercial housing for the same period was 787 million square meters, reflecting a year-on-year decline of 7.8% [23] - The report notes that the total funds available for real estate development decreased by 11.9% year-on-year, indicating a tightening financial environment [39] Recommendations - The report recommends several companies for investment, including: 1. Development: Vanke A, Poly Developments, China Overseas Development 2. Commercial and Residential: Longfor Group 3. Property Management: Wanwu Cloud, China Resources Mixc Life 4. Cultural Tourism: Overseas Chinese Town A [53]

Investment Rating - The investment rating for the real estate industry is "Outperform" with a focus on quality companies [26][30]. Core Insights - The primary goal of the industry is to stabilize the real estate market, with a clear policy direction to maintain stability and prevent fluctuations in fundamentals [31][34]. - Supply-side issues and housing security are emphasized, with a shift towards utilizing existing housing for security purposes rather than new construction [32][33]. - Demand-side support focuses on reforming the housing provident fund system and promoting quality housing construction, with an aim to stabilize prices and expectations [33][34]. - The development model is shifting from exploration to deepening, indicating a collaborative breakthrough in supply optimization, inventory reduction, and demand stabilization [34][11]. Summary by Sections Investment Recommendations - Preferred companies include: 1) Development: A-Shares - China Vanke, Poly Developments, China Merchants Shekou, Gemdale; H-Shares - China Overseas Land & Investment 2) Residential and Commercial: Longfor Group 3) Property Management: Onewo, China Resources Mixc, China Overseas Property, Poly Property, China Merchants Property, ChongQing New DaZheng 4) Cultural Tourism: Shenzhen Overseas Chinese Town [26][30]. Market Stability - The focus on stabilizing the real estate market has been consistent since September 2024, with policies aimed at preventing fluctuations in the market fundamentals [31][8]. - The meeting emphasized city-specific policies to control new supply, reduce inventory, and optimize supply, aligning with previous approaches [32][9]. Supply-Side Focus - The meeting highlighted the importance of controlling new supply and reducing inventory, with an emphasis on converting existing housing for social welfare purposes [32][9]. - Future policies may continue to revolve around government acquisition of existing properties to balance supply and demand [9][11]. Demand-Side Support - The reform of the housing provident fund system is expected to expand its scope and functionality, providing sustainable financial support for housing [33][10]. - Quality housing construction is set to be a key topic in the Fifteenth Five-Year Plan, aiming to stabilize market prices and expectations [33][10]. Development Model - The emphasis on accelerating the new real estate development model indicates a transition from exploration to a more structured approach, focusing on optimizing supply and stabilizing demand [34][11].

Group 1 - The company, Xin Dazheng (002968.SZ), has repurchased a total of 597,300 shares, which represents 0.26% of its total share capital [1] - The highest transaction price during the buyback was 13.08 CNY per share, while the lowest was 11.90 CNY per share [1] - The total amount spent on the buyback was 7.2815 million CNY, excluding transaction fees [1]

新大正物业集团股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002968 证券简称：新大正 公告编号：2025-052 新大正物业集团股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开 第三届董事会第十三次会议和第三届监事会第十一次会议，审议通过了《关于公 司回购股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购部分公 司已在境内发行的人民币普通股（A 股）股票，用于后续实施员工持股计划或股 权激励。拟用于回购资金总额不低于人民币 1,000 万元、不超过人民币 2,000 万元， 回购价格不超过人民币 13.96 元/股，2024 年度权益分派实施后相应调整为不超过 13.78 元/股。 2025 年 12 月 3 日 公司后续将根据市场情况继续实施本次回购股份计划，并根据相关法律、 法 规和规范性文件的规定及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 新大正物业集团股份有限公司 董 事 会 2025 年 9 月 26 日，公司召开第三届董事会第十五次会议， ...

Core Insights - The real estate service sector experienced a 0.52% increase on December 1, with Zhujiang Co. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Zhujiang Co. (600684) closed at 4.77, up 3.25% with a trading volume of 364,300 shares and a turnover of 173 million yuan [1] - China Merchants Jin Yu (001914) closed at 11.17, up 1.73% with a trading volume of 115,300 shares and a turnover of 130 million yuan [1] - ST Ming Cheng (600136) closed at 1.82, up 0.55% with a trading volume of 89,000 shares and a turnover of 16.21 million yuan [1] - Other notable performances include: - Wangting International (000056) at 2.40, up 0.42% [1] - Ningbo Fuda (600724) at 5.32, up 0.38% [1] - Shilian Hang (002285) at 3.04, up 0.33% [1] - Te Fa Service (300917) at 42.12, down 0.02% [1] - Zhong Tian Service (002188) at 6.26, down 0.16% [1] - Xin Da Zheng (002968) at 12.04, down 0.66% [1] - Wo Ai Wo Jia (000560) at 3.10, down 0.96% [1] Capital Flow - The real estate service sector saw a net outflow of 130 million yuan from institutional investors, while retail investors contributed a net inflow of 121 million yuan [2] - The capital flow for individual stocks shows: - Zhujiang Co. had a net outflow of 31.08 million yuan from institutional investors [3] - Ningbo Fuda experienced a net inflow of 961,300 yuan from institutional investors [3] - ST Ming Cheng had a net inflow of 341,900 yuan from retail investors [3] - Shilian Hang saw a net outflow of 52.50 million yuan from institutional investors [3]