格隆汇9月17日丨贝壳-W(02423.HK)公告，9月17日耗资432.6万美元回购65.2万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年9月17日 FF305 變動日期 2025年7月17日 | 13). | 購回股份(或其他證券)但沒有註銷 | | 634,935 | % | USD | 6.2998 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年7月18日 | | | | | | 14). | 購回股份(或其他證券)但沒有註銷 | | 469,818 | % | USD | 6.3854 | | | 變動日期 | 2025年7月21日 | | | | | | 15). | 購回股份(或其他證券)但沒有註銷 | | 468,291 | % | USD | 6.4062 | | | 變動日期 | 2025年7月22日 | | | | | | 16). | 購回股份(或其他證券)但沒有註銷 | | 459,873 | % | USD | 6.5235 | | | 變動日期 | ...

(於開曼群島註冊成立以不同投票權控制的有限責任公司) 股份代號: 2423 中期報告 2025 目錄 | 主要業績 | 2 | | --- | --- | | 業務回顧及展望 | 3 | | 管理層討論及分析 | 7 | | 中期財務資料的審閱報告 | 18 | | 未經審計中期簡明合併資產負債表 | 19 | | 未經審計中期簡明合併綜合收益表 | 22 | | 未經審計中期簡明合併股東權益變動表 | 25 | | 未經審計中期簡明合併現金流量表 | 26 | | 未經審計中期簡明合併財務資料附註 | 29 | | 一般資料 | 86 | | 公司資料 | 107 | | 釋義 | 109 | 主要業績 截至2025年6月30日止六個月經營及財務摘要 2025 年中期報告 2 • 截至2025年6月30日止六個月，總交易額1 為人民幣17,224億元，較2024年同期的人民幣14,689億元增 加17.3%。截至2025年6月30日止六個月，存量房交易的總交易額為人民幣11,638億元，較2024年同期 的人民幣10,238億元增加13.7%。截至2025年6月30日止六個月，新房交易的總交易額為人民幣4, ...

贝壳作为国内领先的一站式新居住服务平台，基于楼盘字典、经纪人合作网络（ACN）等行业基础设施和底层操作系统，已从房产交易横向拓展到家装、 家居等多个服务领域，为数亿用户提供一站式居住服务。近年来，贝壳融合AI大模型技术，面向盘源端和客源端打造了一系列AI工具，持续为居住服务行 业创造更大的价值。 此次战略合作是双方多年合作基础上的进一步升级，腾讯云将继续为贝壳提供灵活、安全的混合云架构，在保障数据安全和合规要求的前提下，提供弹性计 算与高性能网络支持，支撑贝壳多业务场景的高速发展和智能化升级。同时，双方将围绕贝壳智能化需求持续发力，基于腾讯云实时音视频TRTC延续并拓 展实时音视频、大数据、智能客服等服务能力，优化线上看房、签约、远程协作等用户与经纪人的互动体验。这些能力将持续帮助贝壳优化客户体验、提升 运营效率，推动其在居住服务领域打造更高品质的数字化生态。 在房地产政策深化与存量房时代加速到来的背景下，中国家装行业正经历从传统施工向数字化服务的深刻转型。贝壳自主打造的"AI设牛"平台已搭载AI大模 型，实现拍照生图、户型生图等功能，将设计周期从周级压缩至小时级，显著提升设计与服务效率。腾讯云为该平台提供高 ...

贝壳-W(02423)发布公告，于2025年9月15日斥资450万美元回购68.52万股股份。 ...

智通财经APP讯，贝壳-W(02423)发布公告，于2025年9月15日斥资450万美元回购68.52万股股份。 ...

Group 1 - The company, Beike-W (02423.HK), announced a share buyback on September 15, spending $4.5 million to repurchase 685,000 shares [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年9月16日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（ ...

Core Insights - The real estate sector has shown a significant increase in performance, with a weekly gain of 5.8%, outperforming the CSI 300 and Wind All A indices by 4.4% and 3.7% respectively [3][45][49] - New housing sales in 36 cities decreased by 11.0% week-on-week but increased by 2.3% year-on-year, with total sales for the year up to September 12 at 69.36 million square meters, down 7.4% year-on-year [3][9][21] - The second-hand housing market saw a week-on-week increase of 16.1% and a year-on-year increase of 16.3%, with total sales for the year reaching 56.004 million square meters, up 12.2% year-on-year [3][15][21] Real Estate Market Situation - New housing sales in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen showed varied performance, with Beijing and Shanghai experiencing declines of 8.4% and 10.0% respectively [9][32] - The inventory of new homes in 13 cities stands at 77.989 million square meters, with a year-on-year decrease of 9.2% and an average de-stocking period of 20.8 months [3][21][33] Land Market Situation - The land transaction volume from September 8 to September 14 was 9.663 million square meters, a decrease of 51.7% week-on-week and 69.0% year-on-year, with an average land price of 1,074 yuan per square meter [3][35][36] - Cumulative land transactions for the year reached 75.8187 million square meters, down 7.0% year-on-year [3][35] Investment Recommendations - For real estate development, companies such as China Resources Land, Poly Developments, and Greentown China are recommended for investment [3][7] - In property management, firms like China Resources Vientiane Life and Greentown Services are highlighted as having long-term investment value [3][8] - In real estate brokerage, leading platforms like Beike and I Love My Home are suggested for consideration [3][8]

Core Insights - The "2025 China Top 500 Enterprises" list was released, showing a total revenue of 110.15 trillion yuan, an increase from the previous year [1] - Total assets reached 460.85 trillion yuan, growing by 7.46% [1] - Net profit attributable to shareholders amounted to 4.71 trillion yuan, with a growth of 4.39% [1] - The net profit margin was reported at 4.27%, an increase of 0.17 percentage points [1] Challenges and Opportunities - The changing business environment presents significant challenges, including geopolitical tensions and the restructuring of global supply chains, leading to increased uncertainty and instability for enterprises [2] - Domestic pressures such as demand contraction, supply shocks, and weakened expectations continue to pose difficulties for many companies [2] - Companies face internal challenges, including insufficient independent innovation capabilities, profitability issues, and a need to enhance brand influence and global positioning [2] Unique Advantages - Despite challenges, there are unique opportunities, including a large market size, a complete industrial system, stable macro policies, and an improving business environment [3] - The maturity of digital technologies like artificial intelligence, big data, and the Internet of Things supports enterprises in transforming production methods and achieving high-quality development [3] - The long-term positive fundamentals of the Chinese economy remain unchanged [3]