贝壳找房惠州站把"防跌倒"知识送进社区。 贝壳找房惠州站将门店变成 "数字学习点"，经纪人当起老人"小老师"。 受访者供图 门店提供多种便民服务。 在惠州的许多社区，人们常常能看到穿着蓝色马甲的经纪人志愿者：有人蹲在长者身旁，耐心讲解手机 生活应用；有人在小区活动室里示范科学防跌倒动作；有人手持扫帚在街角清理落叶；有人在居民求助 时递来一杯热水、一支笔，或一句暖心的"我来帮你"。 把"防跌倒"知识送进社区，为长者筑起安全防线 跌倒，是老年人最常见、也最容易被忽视的安全风险。70%的老年人至少经历过一次跌倒，严重者甚至 影响长期生活质量。为此，2023年贝壳公益推出"我来教您防跌倒"项目，并逐步在全国推广。贝壳找房 惠州站志愿者将课程带入社区，通过简明易学的讲解与示范，为长者提供最实用的居家安全指导。 课堂上，志愿者用水瓶、垫子模拟家庭场景，提醒老人注意地滑、台阶落差、地毯翘角、电线裸露等潜 在风险；他们示范安全起身、正确走路方式，带老人进行平衡训练；还会提醒长者如何选择鞋子、如何 提升日常活动量，帮助老人掌握更安全的生活习惯。不少老人感慨："上了课才发现，原来家里有这么 多容易忽视的安全隐患。" 截至2025 ...

Core Viewpoint - Peng Yongdong, the chairman of Beike, has donated 9 million shares valued at approximately 440 million yuan, demonstrating a strong commitment to philanthropy and confidence in the future of the housing service industry [2][4][6]. Group 1: Donation Details - The donation consists of 9 million Class A ordinary shares, valued at around 440 million yuan, as disclosed in a recent SEC filing [2]. - This act has elevated Peng Yongdong to the third position on the 2025 Hurun Charity List, making him one of the 14 "billion-level philanthropists" [6]. Group 2: Industry Confidence - The decision to donate rather than liquidate shares indicates a strong belief in the stable growth of Beike, which has managed to achieve a 2.1% year-on-year increase in net revenue to 23.1 billion yuan during an industry adjustment period [6][8]. - Major international banks, including Goldman Sachs and Morgan Stanley, have maintained "buy" or "overweight" ratings on Beike, reflecting market optimism [8]. Group 3: Focus of the Donation - The donation is strategically allocated, with 50% directed towards healthcare benefits for housing service workers and their families, and 50% aimed at supporting recent graduates with housing assistance [9][11]. - This focus on these two groups is seen as essential for the long-term health and development of the housing service industry, particularly in retaining young talent in urban areas [11][13]. Group 4: Industry Transformation - The housing service industry is transitioning from a focus on transaction volume to an emphasis on service quality and ecosystem sustainability, highlighting the importance of a holistic customer experience [14][16]. - The donation sets a benchmark for ecological responsibility within the industry, encouraging other companies to contribute to the sector's development and societal welfare [16][18].

Core Viewpoint - The stock sale by the CEO of Beike, which was fully donated to charity, signals a strong commitment to the housing service ecosystem and reflects a long-term value perspective in the industry [1][4]. Group 1: Donation Purpose and Impact - The donation is strategically directed towards two key groups: service providers in the housing sector and recent graduates entering the job market [2]. - The funds will support a healthcare safety net for service providers and provide rental subsidies for economically disadvantaged graduates, thereby fostering a healthier housing consumption market [3]. Group 2: Business Resilience and Market Confidence - Beike's Q3 2025 financial report shows a year-on-year revenue increase, with emerging businesses like home decoration and rental services achieving profitability before headquarters costs [4]. - The market has responded positively, with major investment banks maintaining "buy" ratings and significant inflows from southbound funds, indicating strong confidence in Beike's transformation and long-term value [4]. Group 3: Corporate Social Responsibility and Brand Value - The donation is part of Beike's broader "business for good" strategy, which integrates social responsibility into its operations [5][6]. - The CEO's ranking on the 2025 Hurun Charity List reflects the recognition of Beike's systematic approach to fulfilling social responsibilities, enhancing the company's brand values [6].

Core Viewpoint - The home decoration industry is experiencing a shift from traditional price wars to capital-driven acquisitions, fundamentally altering the competitive landscape. Companies like Beike, JD.com, and Yingfeng are leveraging their capital to acquire established players, posing a greater threat to traditional businesses than mere price competition [1][22][50]. Group 1: Beike's Strategy - In 2021, Beike acquired Saintu for 8 billion yuan, marking the largest merger in the home decoration industry that year, which was initially seen as a business expansion but revealed Beike's deeper ambitions [2][29]. - Saintu, founded in 2002, had revenues exceeding 4 billion yuan in 2020 and provided Beike with a mature supply chain and delivery capabilities, which were essential for Beike's growth [4][31]. - By mid-2025, Beike's home decoration business transformed from a marginal player to a significant profit generator, with total revenue from 2022 to 2024 reaching 30.747 billion yuan, and a net income of 10.9 billion yuan in 2023 [6][34]. Group 2: JD.com's Expansion - JD.com has been strategically entering the home decoration market since 2011, launching its home decoration channel and expanding its offline presence to over 300 stores by 2025 [11][38]. - In June 2025, JD.com acquired a stake in Sichuan Living Home, enhancing its offline delivery capabilities and integrating its online and offline services [13][41]. - JD.com has launched its self-operated home decoration brand stores and plans to create a comprehensive experience space that combines home decoration, home goods, and home appliances [15][43]. Group 3: Yingfeng's Moves - Yingfeng Group, under the leadership of He Jianfeng, has been quietly building a "big home" industry platform by acquiring leading home furnishing companies, including a 29.42% stake in Gujia Home for 8.88 billion yuan [16][44]. - Yingfeng's strategy includes integrating Gujia and Sophia to create a comprehensive ecosystem that combines soft furnishings and customized furniture with home appliances [21][49]. - Despite Sophia's declining revenue, Yingfeng sees potential in its brand value and the customized home furnishing sector, supported by Midea's supply chain and digital capabilities [22][49]. Group 4: Impact of Capital Acquisitions - Capital acquisitions are seen as more destructive than price wars because they fundamentally change the competitive dynamics of the industry, allowing companies to bypass traditional customer acquisition challenges [22][50]. - The shift from price competition to capital-driven acquisitions is leading to a concentration of resources among a few major players, diminishing the survival space for smaller companies [25][53]. - The entry of cross-industry players like Beike, JD.com, and Yingfeng signifies a transition from product and price competition to a deeper contest of capital and ecosystem integration [25][53].

Core Viewpoint - The article highlights the stock sale by Peng Yongdong, co-founder, chairman, and CEO of Beike, to fulfill a previous donation commitment, which is seen as a positive signal for the company's commitment to social responsibility and industry support [1][3]. Group 1: Stock Sale and Donation - Peng Yongdong sold 9 million shares of Class A common stock, valued at approximately 440 million yuan, to fulfill a donation commitment made in April [1]. - The donation will be executed through the Green Mutual Aid and Beike Public Welfare Foundation, with 50% of the after-tax funds allocated for medical health benefits for industry service providers and their families, and the other 50% for rental assistance for recent graduates [1]. - This is the first time Peng has sold shares since Beike's U.S. listing in 2020, and he has not sold or transferred any other shares [1]. Group 2: Green Mutual Aid Program - The Green Mutual Aid program, launched by Beike, aims to support employees and service providers facing difficulties due to illness, with a total aid scale of 742 million yuan by November 30, 2025, benefiting over 53,000 individuals [1][2]. - The program's participants include Beike employees, agents, and linked service workers, with 80% of benefits going to parents and spouses of the participants [1]. Group 3: Financial Implications and Market Reaction - The value of the donated shares is comparable to Peng Yongdong's reported annual salary, indicating a significant commitment to social responsibility [3]. - Following the announcement of the stock sale for donation, Beike's stock price rose by 4.32%, reflecting strong market support for the company's philanthropic efforts [5]. - Over the past 30 trading days, Beike has seen a net buy of 3.184 billion HKD, indicating robust investor confidence [7]. Group 4: Company Performance and Market Confidence - Beike's latest quarterly report shows a year-on-year increase in net revenue, with profitable operations in home decoration and rental businesses [6]. - Major financial institutions, including Goldman Sachs and Morgan Stanley, maintain "buy" or "overweight" ratings for Beike, highlighting its resilience and long-term value in the real estate sector [6]. - Continuous inflow of southbound capital, with a holding ratio of over 11% in Beike, underscores market confidence in the company's long-term growth potential [7].

格隆汇12月11日丨贝壳-W(02423.HK)发布公告，2025年12月10日耗资300万美元回购52.9万股。 ...

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。 ...

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。 本文源自：格隆汇 ...

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 | ...