智通财经APP讯，贝壳-W(02423)公布，2025年12月10日耗资约300万美元回购约52.88万股股份。 ...

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12月11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 | ...

港股贝壳今日收涨3%并且录得2连升，带动贝壳(BEKE.US)美股盘前涨超3%。消息上，12月9日，美股 最新披露文件显示，贝壳联合创始人、董事长、首席执行官彭永东出售股票，此举用于兑现此前捐赠承 诺。这是彭永东继2020年贝壳美股上市以来，首次卖股以兑现捐赠承诺。对于一家正处于行业转型与市 场审视中的公司而言，其创始人"上市五年，首售即捐"的举动，早已超越单纯慈善，更像是一次关于战 略信心与长期主义的强力宣言。 ...

12月11日，12月10日，贝壳-W(2423.HK)港股表现强劲，收盘涨4.32%，报44.44港元。回顾前一交易日 (12月9日)，该股盘中一度跌超5%，最终收跌4.78%，经历明显回调。昨日该股开盘后虽一度下探至日 内最低点42.54港元，但随后迅速获得支撑并强势反弹，全天呈现震荡上行态势，盘中最高触及44.60港 元，对应最高涨幅约4.69%，较昨日低点形成显著修复走势。 成交量方面，贝壳总成交约1602.98万股，量比达到1.93，表明当日成交量显著高于近期平均水平，呈 现" 量价齐升"的健康上涨态势，表明资金积极介入，进一步增强上涨的有效性与动能。 消息面上，12月9日，美股最新披露文件显示，贝壳联合创始人、董事长、首席执行官彭永东出售股 票，此举用于兑现此前捐赠承诺。今年4月份，贝壳公告彭永东拟捐赠本公司900万股A类普通股，外界 当时评估该股票价值约4.4亿元。捐赠资金将通过格林互助和贝壳公益基金会联合第三方公益机构执行 落地。在承担相应的纳税义务后，50%税后资金将用于居住行业服务者及其家庭成员的医疗健康福利， 50%税后资金将用于应届毕业生等群体的租房帮扶。 本文源自：格隆汇 ...

Core Viewpoint - Beike Holdings Limited (stock code: 02423.HK) experienced a strong performance in the Hong Kong stock market, closing up approximately 4.32% at HKD 44.44 per share, following a notable rebound after a previous day's decline [1] Group 1: Stock Performance - On December 9, Beike's stock saw a significant pullback, reaching an intraday low of HKD 42.54 per share before rebounding strongly [1] - The stock reached a high of HKD 44.60 per share during the day, corresponding to a maximum increase of approximately 4.69% from the previous day's low [1] - The total trading volume for Beike was about 16.03 million shares, with a volume ratio of 1.93, indicating a significant increase in trading activity compared to recent averages [1] Group 2: Philanthropic Actions - Beike's co-founder and CEO, Peng Yongdong, sold shares for the first time since the company's U.S. listing in 2020, with the proceeds intended for a donation commitment made earlier this year [2] - The donation involves 9 million Class A ordinary shares, valued at approximately CNY 440 million, to be used for healthcare benefits for service providers and rental assistance for recent graduates [2] - The donation reflects Beike's commitment to social responsibility and support for the housing industry ecosystem [2] Group 3: Healthcare Support Initiatives - The donation will support the Green Mutual Aid program, which assists platform employees and service providers facing difficulties due to illness, with a total aid scale of CNY 742 million by November 30, 2025 [3] - The program has benefited approximately 53,000 individuals, with 80% of the beneficiaries being parents or spouses of the participants [3] - The Green Mutual Aid program is designed to provide comprehensive support, covering various medical conditions and offering up to CNY 2 million in aid for families [3] Group 4: Rental Assistance for Graduates - The rental assistance initiative will provide subsidies to economically disadvantaged recent graduates employed in Beijing, addressing the financial pressures of entering the rental market [4] - This project aims to support young individuals in securing employment and settling in urban areas, contributing to broader social stability goals [4] Group 5: Institutional Investment Trends - Beike's third-quarter financial report showed year-on-year revenue growth, with profitability in home decoration and rental services before corporate expenses [5] - Major international investment firms, including Goldman Sachs and Morgan Stanley, maintained "buy" or "overweight" ratings on Beike following the earnings report [5] - Southbound funds have increased their holdings in Beike, with a total of 403 million shares held as of December 5, representing a 21.86% increase over the past 30 trading days [6] Group 6: Continued Institutional Support - Notable institutional investors, such as Gao Yi Asset and Temasek, have increased their stakes in Beike, reflecting ongoing confidence in the company's prospects [6][7] - Vanguard Group increased its holdings by 3.8% in the first quarter, now owning over 26.52 million shares, while Wellington Management and JPMAM also raised their positions in Beike [7]

成交量方面，贝壳今日总成交约1602.98万股，量比达到1.93，表明当日成交量显著高于近期平均水平， 呈现"量价齐升"的健康上涨态势，表明资金积极介入，进一步增强上涨的有效性与动能。 董事长为捐赠首次售股 消息面上，12月9日，美股最新披露文件显示，贝壳联合创始人、董事长、首席执行官彭永东出售股 票，此举用于兑现此前捐赠承诺。今年4月份，贝壳公告彭永东拟捐赠公司900万股A类普通股，外界当 时评估该股票价值约4.4亿元。捐赠资金将通过格林互助和贝壳公益基金会联合第三方公益机构执行落 地。在承担相应的纳税义务后，50%税后资金将用于居住行业服务者及其家庭成员的医疗健康福利， 50%税后资金将用于应届毕业生等群体的租房帮扶。 值得关注的是，这是彭永东继2020年贝壳美股上市以来首次出售股票，并将全部用于捐赠。此外，彭永 东未曾出售、转让或以其他方式处置过其实际拥有的贝壳股份。 本次彭永东如期践行公益承诺，代表了贝壳高管坚定看好行业、回馈居住产业生态和履行社会责任的决 心。此前市场曾存在其"天价年薪"的传言，贝壳也曾辟谣这一误解。实际上彭永东2024年薪酬中97%是 为港股上市时满足港交所对"上市公司超级投票权持 ...

责任编辑：安东 格隆汇12月10日丨贝壳-W(02423.HK)发布公告，2025年12月9日耗资300万美元回购55.26万股。 财经频道更多独家策划、专家专栏，免费查阅>> ...

智通财经APP讯，贝壳-W(02423)发布公告，于2025年12月9日，该公司斥资约300万美元回购55.26万股 股份，每股回购价格为5.38-5.48美元。 ...

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12月10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 | ...

Core Insights - Beike Group has launched Beihome as a data-driven residential development service platform, focusing on the C2M (Customer to Manufacturer) model to enhance housing supply and meet consumer needs [1][2][12] - The "14th Five-Year Plan" emphasizes the construction of a new real estate development model, promoting high-quality development and a balance between supply and demand [2][12] - Beihome has successfully implemented 17 C2M model cooperation projects across various cities, demonstrating the effectiveness of its data-driven approach [2][3][12] Group 1 - Beihome's C2M model integrates data analysis and AI algorithms to predict customer preferences and optimize product positioning [3][4][5] - The platform aims to create "good houses" that align with consumer demands, moving from a focus on availability to quality [3][12] - The C2M model allows for customer participation in the entire development process, enhancing engagement and satisfaction [3][4] Group 2 - Beihome's projects, such as Chengdu Beichen S1 and Shanghai Beilian C1, showcase the successful application of the C2M model, achieving strong sales and market recognition [4][9][12] - The platform's data capabilities include comprehensive market data, customer insights, and feasibility studies, forming a robust foundation for decision-making [5][11] - Beihome plans to expand its operations in major cities like Guangzhou, Shenzhen, and Wuhan, continuing to leverage the C2M model for future developments [11][12]