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
证券之星消息,8月19日房地产服务板块较上一交易日上涨1.14%,南都物业领涨。当日上证指数报收于 3727.29,下跌0.02%。深证成指报收于11821.63,下跌0.12%。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 | 14.23 | 4.56% | 8.21万 | 1.15亿 | | 002188 | 中天服务 | 5.83 | 3.37% | 14.40万 | 8368.64万 | | 002968 | 新大正 | 11.24 | 2.55% | 5.84万 | 6501.28万 | | 000560 | 我爱我家 | 3.06 | 2.00% | 193.10万 | 5.87亿 | | 002285 | 世联行 | 2.47 | 1.65% | 44.57万 | 1.10亿 | | 300917 | 特发服务 | 47.49 | 1.39% | 12.80万 | 6.10亿 | | 600724 | 宁波富达 | 4. ...
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
证券之星消息,8月15日房地产服务板块较上一交易日上涨1.74%,珠江股份领涨。当日上证指数报收于 3696.77,上涨0.83%。深证成指报收于11634.67,上涨1.6%。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 | 4.88 | 3.17% | 34.05万 | 1.65亿 | | 001914 | 招商积余 | 13.10 | 2.99% | 9.95万 | 1.29亿 | | 300917 | 特发服务 | 46.20 | 2.90% | 9.30万 | 4.30亿 | | 002285 | 世联行 | 2.42 | 1.68% | 41.18万 | 9976.23万 | | 603506 | 南都物业 | 13.57 | 1.04% | 3.74万 | 5079.92万 | | 000560 | 我筹找家 | 66.7 | 1.01% | 101.43万 | 3.03亿 | | 002968 | 新大正 | 11.0 ...
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
从资金流向上来看,当日房地产服务板块主力资金净流出1209.03万元,游资资金净流出652.12万元,散 户资金净流入1861.15万元。房地产服务板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002285 | 世联行 | = 567.87万 | 9.70% | 414.56万 | 7.08% | -982.43万 | -16.78% | | 600724 | 宁波富达 | 369.31万 | 8.07% | -146.87万 | -3.21% | -222.44万 | -4.86% | | 001914 | | 295.78万 | 1.60% | -926.64万 | -5.01% | 630.86万 | 3.41% | | 000056 | 皇庭国际 | 192.27万 | 1.46% | -402.41万 | -3.06% | 210.14万 | 1.60% | | 002968 | ...