New DaZheng Property (002968)

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房地产服务板块8月21日涨0.08%,珠江股份领涨,主力资金净流出1955.09万元
Zheng Xing Xing Ye Ri Bao· 2025-08-21 08:30
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600684 | 珠江股份 | 5.10 | 3.87% | 56.26万 | 2.87亿 | | 603506 | 南都物业 | 14.28 | 1.56% | 5.05万 | 7186.08万 | | 002188 | 中天服务 | 5.94 | 0.51% | 7.79万 | 4628.92万 | | 600724 | 宁波富达 | 4.80 | 0.42% | 9.08万 | 4359.01万 | | 002968 | 新大正 | 11.28 | 0.36% | 4.28万 | 4813.64万 | | 000056 | 皇庭国际 | 2.81 | 0.00% | 53.28万 | 1.50亿 | | 600136 | ST明诚 | 1.92 | 0.00% | 15.62万 | 3011.25万 | | 002285 | 世联行 | 2.52 | 0.00% | 43.92万 | 1.11亿 | | 001914 | 招商积余 | A 1 ...
房地产服务板块8月20日涨0.34%,世联行领涨,主力资金净流出4291.23万元
Zheng Xing Xing Ye Ri Bao· 2025-08-20 08:41
证券之星消息,8月20日房地产服务板块较上一交易日上涨0.34%,世联行领涨。当日上证指数报收于 3766.21,上涨1.04%。深证成指报收于11926.74,上涨0.89%。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) | | --- | --- | --- | --- | --- | --- | | 002285 | 世联行 | 2.52 | 2.02% | 46.09万 | 1.15亿 | | 600684 | 珠江股份 | 4.91 | 1.87% | 32.21万 | 1.57亿 | | 002188 | 中天服务 | 5.91 | 1.37% | 7.36万 | 4293.30万 | | 600724 | 宁波富达 | 4.78 | 1.27% | - 8.33万 | 3947.30万 | | 000560 | 我筹找家 | 3.08 | 0.65% | 146.54万 | 4.51亿 | | 600136 | ST明诚 | 1.92 | 0.00% | 20.97万 | 3968.98万 | | 002968 | 新大正 | 1 ...
房地产服务板块8月19日涨1.14%,南都物业领涨,主力资金净流入4399.8万元
Zheng Xing Xing Ye Ri Bao· 2025-08-19 08:32
Market Overview - On August 19, the real estate service sector rose by 1.14% compared to the previous trading day, with Nandu Property leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Individual Stock Performance - Nandu Property (603506) closed at 14.23, up 4.56% with a trading volume of 82,100 shares and a transaction value of 115 million [1] - Zhongtian Service (002188) closed at 5.83, up 3.37% with a trading volume of 144,000 shares and a transaction value of 83.69 million [1] - New Dazheng (002968) closed at 11.24, up 2.55% with a trading volume of 58,400 shares and a transaction value of 65.01 million [1] - Wo Ai Wo Jia (000560) closed at 3.06, up 2.00% with a trading volume of 1,931,000 shares and a transaction value of 587 million [1] - Shilianhang (002285) closed at 2.47, up 1.65% with a trading volume of 445,700 shares and a transaction value of 110 million [1] - Te Fa Service (300917) closed at 47.49, up 1.39% with a trading volume of 128,000 shares and a transaction value of 610 million [1] - Ningbo Fuda (600724) closed at 4.72, up 0.85% with a trading volume of 74,900 shares and a transaction value of 35.25 million [1] - ST Mingcheng (600136) closed at 1.92, up 0.52% with a trading volume of 124,400 shares and a transaction value of 23.81 million [1] - Zhujiang Co. (600684) closed at 4.82, up 0.42% with a trading volume of 236,000 shares and a transaction value of 113 million [1] - Huangting International (000056) closed at 2.87, unchanged with a trading volume of 673,400 shares and a transaction value of 194 million [1] Capital Flow Analysis - The real estate service sector saw a net inflow of 43.998 million from main funds, while retail funds experienced a net outflow of 49.6546 million [1] - The main funds' net inflow for Te Fa Service (300917) was 38.6865 million, while retail funds had a net outflow of 56.6134 million [2] - Wo Ai Wo Jia (000560) had a main fund net inflow of 17.8062 million, with retail funds showing a net outflow of 16.7062 million [2] - Shilianhang (002285) experienced a main fund net inflow of 5.1982 million, while retail funds had a net outflow of 0.9405 million [2] - Ningbo Fuda (600724) had a main fund net inflow of 4.4237 million, with retail funds showing a net outflow of 3.0342 million [2] - Huangting International (000056) saw a main fund net inflow of 2.5651 million, while retail funds had a net inflow of 4.0305 million [2]
房地产服务板块8月18日跌0.81%,招商积余领跌,主力资金净流出9580.28万元
Zheng Xing Xing Ye Ri Bao· 2025-08-18 08:39
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300917 | 特发服务 | 46.84 | 1.39% | 10.35万 | 4.79亿 | | 600724 | 宁波富达 | 4.68 | 0.43% | 11.36万 | 5314.49万 | | 002285 | 世联行 | 2.43 | 0.41% | C 44.50万 | 1.08亿 | | 000560 | 我爱我家 | 3.00 | 0.33% | 110.53万 | 3.31亿 | | 603506 | 南都物业 | 13.61 | 0.29% | 4.52万 | 6165.19万 | | 600136 | ST明诚 | 1.91 | 0.00% | 16.66万 | 3176.75万 | | 002188 | 中天服务 | 5.64 | -0.35% | 10.53万 | 6019.60万 | | 002968 | 新大正 | 10.96 | -0.63% | 4.42万 | 4904.25万 | | 600684 | 珠江 ...
房地产服务板块8月15日涨1.74%,珠江股份领涨,主力资金净流入1.04亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-15 08:37
Market Overview - On August 15, the real estate service sector rose by 1.74% compared to the previous trading day, with Zhujiang Co. leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Individual Stock Performance - Zhujiang Co. (600684) closed at 4.88, with a gain of 3.17% and a trading volume of 340,500 shares, amounting to a transaction value of 165 million yuan [1] - China Merchants Jin Yu (001914) closed at 13.10, up 2.99%, with a trading volume of 99,500 shares and a transaction value of 129 million yuan [1] - Te Fa Service (300917) closed at 46.20, gaining 2.90%, with a trading volume of 93,000 shares and a transaction value of 430 million yuan [1] - Other notable performances include Shilianhang (002285) at 2.42 (+1.68%), Nandu Property (603506) at 13.57 (+1.04%), and Wo Ai Wo Jia (000560) at 66.70 (+1.01%) [1] Capital Flow Analysis - The real estate service sector saw a net inflow of 104 million yuan from institutional investors, while retail investors experienced a net outflow of 33.22 million yuan [2] - The main capital inflow and outflow for individual stocks showed that Wo Ai Wo Jia had a net inflow of 24.89 million yuan, while Zhujiang Co. had a net inflow of 18.56 million yuan [3] - Notably, Zhongtian Service (002188) experienced a net outflow of 2.31 million yuan from retail investors [3]
房地产服务板块8月13日跌0.01%,中天服务领跌,主力资金净流出228.58万元
Zheng Xing Xing Ye Ri Bao· 2025-08-13 08:41
证券之星消息,8月13日房地产服务板块较上一交易日下跌0.01%,中天服务领跌。当日上证指数报收于 3683.46,上涨0.48%。深证成指报收于11551.36,上涨1.76%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600684 | 珠江股份 | 4.91 | 6.51% | 76.25万 | | 3.66亿 | | 002285 | 世联行 | 2.47 | 2.92% | 65.63万 | 1.63亿 | | | 603506 | 南都物业 | 14.23 | 1.57% | < 3.72万 | 5252.30万 | | | 001914 | 招商积余 | 12.83 | 0.31% | 7.97万 | | 1.02亿 | | 000560 | 我爱我家 | 2.98 | 0.00% | 65.76万 | | 1.96 Z | | 600724 | 宁波富达 | 4.73 | -0.63% | 10.03万 | 4740.64万 | ...
房地产服务板块8月12日跌0.76%,皇庭国际领跌,主力资金净流出1.16亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-12 08:31
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000056 | 皇庭国际 | 2.76 | -10.10% | 54.30万 | 1.50亿 | | 002188 | 中天服务 | 5.98 | -1.97% | 9.84万 | 5911.49万 | | 001914 | 招商积余 | 13.03 | -1.06% | 9.23万 | 1.21亿 | | 002968 | 新大正 | 11.17 | -0.89% | - 3.61万 | 4041.48万 | | 000560 | 我筹找家 | 2.98 | -0.67% | 72.23万 | 2.16亿 | | 600136 | ST明诚 | 1.95 | -0.51% | 10.00万 | 1954.15万 | | 603506 | 南都物业 | 14.01 | -0.28% | 3.80万 | 5343.09万 | | 600724 | 宁波富达 | 4.76 | -0.21% | 5.36万 | 2545.85万 | | 600684 ...
【新大正(002968.SZ)】物管主业稳健增长,无人机应用值得期待——跟踪报告(何缅南/韦勇强)
光大证券研究· 2025-08-11 23:05
Core Viewpoint - The article highlights the successful inclusion of the company in the first batch of capability lists for private enterprises, showcasing its professional strength and industry benchmark status in the modern service sector [3]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 3.4 billion, representing a year-on-year growth of 8.32%. However, the net profit attributable to shareholders decreased by 28.95% to 110 million [3]. - In the first quarter of 2025, the company reported a revenue of 740 million, a decline of 14.34% year-on-year, with a net profit of 33.82 million, down 14.16% [3]. Group 2: Business Segments - The core business of property management showed steady growth, with revenue from basic operations reaching 2.98 billion in 2024, accounting for 87.8% of total revenue, and growing by 8.2% year-on-year. The gross margin for basic operations was 10.8%, a decrease of 1.0 percentage points [4]. - The company’s innovative business and urban services are promising, with urban services generating 290 million and innovative services 120 million in revenue for 2024, reflecting year-on-year growth of 9.9% and 6.3%, respectively. The gross margins for these segments were 11.8% and 31.3%, both higher than the overall gross margin [4]. Group 3: Technological Advancements - The company is actively promoting the application of new technologies such as robots and drones. A new subsidiary, New Dazheng (Chongqing) Drone Technology Co., Ltd., was established to create a comprehensive business system integrating low-altitude economic platform construction, drone education and training, and system integration services [5]. - The company has invested nearly 100 environmental cleaning robots and inspection drones in various operational scenarios, exploring the synergistic effects of "scene + technology" [5].
新大正(002968):跟踪报告:物管主业稳健增长,无人机应用值得期待
EBSCN· 2025-08-11 02:51
Investment Rating - The report maintains a "Buy" rating for the company, indicating a projected investment return exceeding the market benchmark by more than 15% over the next 6-12 months [4][6]. Core Insights - The company has demonstrated stable growth in its core property management business, with a revenue of 3.4 billion yuan in 2024, reflecting an 8.32% year-on-year increase. However, the net profit attributable to the parent company decreased by 28.95% to 1.1 billion yuan [2][4]. - The company is actively exploring new technologies such as robotics and drones, which are expected to enhance revenue and operational efficiency in the future [3][4]. Summary by Sections Revenue and Profitability - In 2024, the company achieved a total revenue of 3.4 billion yuan, with a core business revenue of 2.98 billion yuan, accounting for 87.8% of total revenue, and a year-on-year growth of 8.2%. The gross margin for the core business was 10.8%, down by 1.0 percentage points [2][4]. - The company’s revenue for Q1 2025 was 740 million yuan, a decline of 14.34% year-on-year, with a net profit of 33.82 million yuan, down 14.16% [2]. Business Segments - The company’s innovative business and urban services are promising, with urban services generating 290 million yuan and innovative services 120 million yuan in 2024, reflecting year-on-year growth of 9.9% and 6.3%, respectively. Their gross margins are 11.8% and 31.3%, both above the overall gross margin level [3]. - The establishment of a drone technology company is expected to create a new business model integrating low-altitude economic platform construction, drone education, and system integration services [3]. Financial Forecasts - The report projects a decline in net profit for 2025 and 2026, with estimates of 1.3 billion yuan and 1.4 billion yuan, respectively, down 31.6% and 34.4% from previous forecasts. The 2027 net profit is projected at 1.6 billion yuan [4][5]. - The company’s P/E ratios are forecasted to be 19, 18, and 16 for 2025, 2026, and 2027, respectively, indicating a valuation adjustment in response to profit forecasts [4][5].
房地产服务板块8月7日涨0.98%,招商积余领涨,主力资金净流出1209.03万元
Zheng Xing Xing Ye Ri Bao· 2025-08-07 08:27
Market Overview - On August 7, the real estate service sector rose by 0.98% compared to the previous trading day, with China Merchants Jin Yu leading the gains [1] - The Shanghai Composite Index closed at 3639.67, up 0.16%, while the Shenzhen Component Index closed at 11157.94, down 0.18% [1] Individual Stock Performance - China Merchants Jin Yu (001914) closed at 13.35, up 2.53% with a trading volume of 138,600 shares and a turnover of 185 million yuan [1] - Huangting International (000056) closed at 3.01, up 1.69% with a trading volume of 439,300 shares and a turnover of 131 million yuan [1] - Other notable performances include: - Nandu Property (603506) at 13.68, up 0.81% [1] - Wo Ai Wo Jia (000560) at 2.98, up 0.68% [1] - Te Fa Service (300917) at 44.74, up 0.47% [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 12.09 million yuan from institutional investors and a net outflow of 6.52 million yuan from speculative funds, while retail investors saw a net inflow of 18.61 million yuan [1] - Detailed capital flow for individual stocks shows: - World Union (002285) had a net inflow of 5.68 million yuan from institutional investors but a net outflow of 9.82 million yuan from retail investors [2] - Ningbo Fuda (600724) saw a net inflow of 3.69 million yuan from institutional investors but a net outflow of 2.22 million yuan from retail investors [2] - Zhujiang Shares (600684) experienced a significant net outflow of 22.56 million yuan from institutional investors, while retail investors had a net inflow of 27.61 million yuan [2]