日前，贝壳找房推出平台员工及经纪人自愿签署承诺书活动，以进一步推动房产经纪服务回归专业与诚 信本质。活动开展以来，已经有8万多名经纪人签署承诺书。 2026年1月，贝壳找房正式在全平台启动"三必做六禁止"自律行动，重申中性市场观理念。 "三必做"是指：必须提供诚信专业服务，助力稳定房地产市场；必须确保房源信息真实，服务承诺说到 做到；必须提供全面客观信息，辅助用户理性定价决策。 "六禁止"是指：严禁主观臆断唱衰市场，严禁歪曲解读国家政策，严禁发布虚假不实信息，严禁引导或 强迫买卖双方抬价降价，严禁飞单跳单返佣欺诈，严禁夸大服务效果误导客户预期。 贝壳找房是言行一致的。针对网传杭州站涉及以激励形式诱导压价的运营活动，贝壳方面表示，该活动 严重违背了中性市场观原则，核实后立即停止了该活动，已对贝壳杭州站城市负责人、平台运营中心负 责人予以留岗察看、一年内不得晋升、取消绩效考核评优资格等处罚。 无论是"三必做"还是"六禁止"，核心指向都是要求平台员工和经纪人坚持中性市场观。无独有偶，2025 年年底，贝壳找房已在内部发布《贝壳集团公共渠道行为管理规范》，旨在指引员工和经纪人在内的平 台参与者，在涉及以平台、公司、品 ...

2026.02. 02 本文字数：2249，阅读时长大约4分钟 作者 | 第一财经 立言 "三必做"是指：必须提供诚信专业服务，助力稳定房地产市场；必须确保房源信息真实，服务承诺说 到做到；必须提供全面客观信息，辅助用户理性定价决策。 "六禁止"是指：严禁主观臆断唱衰市场，严禁歪曲解读国家政策，严禁发布虚假不实信息，严禁引导 或强迫买卖双方抬价降价，严禁飞单跳单返佣欺诈，严禁夸大服务效果误导客户预期。 贝壳找房是言行一致的。 针对网传杭州站涉及以激励形式诱导压价的运营活动，贝壳方面表示，该 活动严重违背了中性市场观原则，核实后立即停止了该活动，已对贝壳杭州站城市负责人、平台运营 中心负责人予以留岗察看、一年内不得晋升、取消绩效考核评优资格等处罚。 无论是"三必做"还是"六禁止"，核心指向都是要求平台员工和经纪人坚持中性市场观。无独有偶， 2025年年底，贝壳找房已在内部发布《贝壳集团公共渠道行为管理规范》，旨在指引员工和经纪人 在内的平台参与者，在涉及以平台、公司、品牌等关联到职业身份环境下的社交媒体行为时，需遵守 公司价值观、践行中性市场观。《管理规范》明确了相关人如涉公共渠道违规行为，公司将依据《职 业道 ...

随着房地产市场步入新阶段，行业逻辑也从规模扩张转向价值深耕。作为连接供需两端的关键纽带，房 产中介平台的角色定位与责任边界自然也需要重新厘定。 2026年初，贝壳找房在全平台启动"三必做六禁止"自律行动，重申"中性市场观"，并于近日推出平台员 工及经纪人自愿签署承诺书活动，推动房产经纪服务回归专业与诚信本质。截至1月28日，贝壳找房平 台上自愿签署"中性市场观"承诺的经纪人已接近十万名。而这个数字还在不断攀升中。 回到"三必做六禁止"自律行动，所谓"三必做"是指：提供诚信专业服务，助力稳定房地产市场；确保房 源信息真实，服务承诺说到做到；提供全面客观信息，辅助用户理性定价决策；"六禁止"则指：严禁主 观臆断唱衰市场；严禁歪曲解读国家政策；严禁发布虚假不实信息；严禁引导或强迫买卖双方抬价降 价；严禁飞单跳单返佣欺诈；严禁夸大服务效果误导客户预期。 从这些内容来看，"三必做六禁止"不仅仅是平台企业自律行为，也呼应着行业转型升级的迫切需求。面 对房地产市场步入深度调整期，这一行动提出了一个深刻命题：平台企业如何秉持角色伦理，为市场稳 定与健康发展贡献力量？ 作为科技驱动的平台，贝壳通过大数据、人工智能等技术手段，为 ...

行业诚信与服务规范是楼市稳健发展的基石，也是消费者"买得放心，卖得安心"的民生所盼。 新媒体时代，部分房产交易出现虚假房源、暴力压价等乱象，严重损害消费者信任，影响行业健康发 展。在此背景下，行业自律与规范显得尤为重要。 房地产交易兼具大宗属性与高度复杂性，其决策过程往往直接关系到家庭最重要的资产配置，因此，诚 信、专业与规范不仅是服务标准，更是维系市场稳定与公众信心的基石。尤其在当前政策引导市场走向 健康发展新阶段的关键时期，主动约束行为、统一服务标准、重建市场信任，不仅能为消费者保驾护 航，更能从根本上促进行业长期稳定，实现从"规模增长"到"质量发展"的良性转型。 在此背景下，贝壳以"中性市场观"为核心，明确"三必做六禁止"行为准则。"三必做"指提供诚信专业服 务，助力稳定房地产市场；确保房源信息真实，服务承诺说到做到；提供全面客观信息，辅助用户理性 定价决策。 "六禁止"指严禁主观臆断唱衰市场、严禁歪曲解读国家政策、严禁发布虚假不实信息、严禁引导或强迫 买卖双方抬价降价、严禁飞单跳单返佣欺诈、严禁夸大服务效果误导客户预期。 据悉，截至1月28日，已有超过10万名经纪人、店东及平台员工主动签署承诺书。部分 ...

每经AI快讯，贝壳-W(02423.HK)午后涨超8%，截至发稿，涨8.49%，报52.4港元，成交额8.03亿港元。 ...

Core Viewpoint - Beike-W (02423) has seen a significant increase in stock price, rising over 8% to HKD 52.4, with a trading volume of HKD 803 million, indicating positive market sentiment towards the company [1] Group 1: Market Performance - The second-hand market is showing stability in both volume and price, which is expected to positively impact Beike's performance [1] - In the first 18 days of January 2026, Beike recorded a 33% year-on-year increase in second-hand property transactions across 79 cities, suggesting a rebound in market activity [1] - Excluding market share growth, the current transaction volume corresponds to an annualized second-hand transaction volume of 860 million square meters, a 24% increase compared to 2025, aligning with the annualized figure of 840 million square meters from Q4 2024 [1] Group 2: Share Buyback Activity - Beike has been actively repurchasing its shares, spending approximately USD 300,000 to buy back around 497,700 shares on January 26, 23, and 22, and USD 350,000 for 58,910 shares on January 20 [1] - This consistent buyback activity indicates the company's confidence in its stock value and future prospects [1]

Group 1 - The core viewpoint of the article highlights that Beike-W (02423) has seen a significant increase in stock price, rising over 8% to HKD 52.4, with a trading volume of HKD 803 million [1] - GF Securities reports that the stability in the second-hand market positively impacts Beike's performance, noting a significant rebound in second-hand transaction volume in early 2026, with a 33% year-on-year increase in the first 18 days of January across 79 cities [1] - The annualized second-hand transaction volume is projected to reach 860 million square meters in 2026, reflecting a 24% increase compared to 2025, indicating a potential "small spring" in the market for 2026 [1] Group 2 - Beike has been actively repurchasing its shares, spending approximately USD 3 million on January 26 to buy back about 497,700 shares, and similar amounts on previous days for additional share repurchases [1] - The company has consistently engaged in share buybacks, with multiple transactions recorded in January, indicating a strategic move to enhance shareholder value [1]

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

保时捷中国首席执行官潘励驰1月26日宣布将继续优化渠道布局，2026年经销商数量将缩减至80家，较 2025年的114家缩减近30%。这被外界解读为保时捷应对2025年在华销量下滑26%的市场举措。而值得 关注的是，保时捷中国在推进渠道优化、止损自救的过程中，未能充分衔接消费者权益保障工作，引发 部分车主的不满。 多位车主反映称，因当地保时捷4S店闭店或合约到期，他们此前在授权门店花费上万元购买的保养套 餐已无法使用。对于此事及后续渠道优化中套餐能否跨店使用的疑问，保时捷中国几乎沉默，未给出明 确回应。这种模糊态度让外界对其责任担当产生质疑。 豪华车市场进入存量竞争阶段，品牌淘汰低效门店、整合渠道资源、聚焦高潜力市场、提升运营效率， 本是行业发展的常态。但保时捷中国面临的核心争议，并非渠道优化本身，而是面对市场变化时的责任 衔接。 企业在华多年，享受了中国豪华车市场发展的红利，行业上行期销量高增、盈利丰厚。如今销量下滑、 盈利承压，企业加速变革削减经销商，却未能承接与保障消费者的合理诉求，让部分信任品牌的车主承 受了不必要的损失。这种"只享红利、责任衔接滞后"的做法，不仅让其豪华品牌的担当遭到质疑，也对 品牌 ...

Core Viewpoint - The initiative "Three Musts and Six Prohibitions" aims to protect consumer rights and stabilize the real estate market, with over 80,000 agents and platform employees voluntarily signing commitment letters [1] Group 1: Initiative Details - "Three Musts" include: 1) Providing honest and professional services to stabilize the real estate market; 2) Ensuring the authenticity of property information and fulfilling service commitments; 3) Offering comprehensive and objective information to assist users in rational pricing decisions [1] - "Six Prohibitions" include: 1) Prohibiting subjective speculation that undermines the market; 2) Prohibiting distortion of national policies; 3) Prohibiting the release of false information; 4) Prohibiting manipulation of prices by coercing buyers and sellers; 5) Prohibiting fraudulent practices like jumping orders and commission returns; 6) Prohibiting exaggeration of service effects that mislead customer expectations [1] Group 2: Industry Context - The real estate market currently faces issues such as false listings, aggressive price suppression, and fraudulent promises, which harm consumer trust and industry health [1] - The initiative by Beike is seen as a proactive response to the national policy of "regulating real estate brokerage services" and an exploration of self-regulation to promote healthy industry development [1] - The real estate brokerage industry is encouraged to shift from "traffic competition" to "service competition," ensuring consumer confidence [1]