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贝壳-W12月26日斥资300万美元回购55.66万股
Zhi Tong Cai Jing· 2025-12-29 00:08
贝壳-W(02423)发布公告,于2025年12月24日斥资300万美元回购55.79万股;于2025年12月26日斥资300万 美元回购55.66万股。 ...
贝壳-W(02423)12月26日斥资300万美元回购55.66万股
智通财经网· 2025-12-29 00:03
智通财经APP讯,贝壳-W(02423)发布公告,于2025年12月24日斥资300万美元回购55.79万股;于2025年 12月26日斥资300万美元回购55.66万股。 ...
贝壳-W(02423.HK)12月26日耗资300万美元回购55.66万股
Ge Long Hui· 2025-12-28 23:58
格隆汇12月29日丨贝壳-W(02423.HK)发布公告,2025年12月26日耗资300万美元回购55.66万股。 ...
贝壳(02423) - 翌日披露报表
2025-12-28 23:43
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29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 ...
Why One Fund Made a $12.5 Million Bet on KE Holdings Despite a 12% One-Year Stock Slide
The Motley Fool· 2025-12-28 20:29
Company Overview - KE Holdings Inc. is a leading real estate services provider in China, utilizing technology to connect buyers, sellers, and agents through its Beike and Lianjia platforms [5] - The company operates a hybrid online-offline business model, generating revenue primarily from transaction commissions, service fees, and value-added offerings [7] - KE Holdings serves home buyers, sellers, renters, and real estate agents across China, targeting both individual consumers and institutional clients in the residential property sector [7] Financial Performance - As of the latest report, KE Holdings had a market capitalization of $18.86 billion and revenue of $14.52 billion for the trailing twelve months (TTM) [4] - The company reported net income of $549.10 million for the TTM [4] - In the third quarter, KE Holdings generated $3.2 billion in net revenue, reflecting a 2% year-over-year increase, although net income decreased by 36% year-over-year to $105 million [8] Investment Activity - Perseverance Asset Management International initiated a new position in KE Holdings, acquiring 659,849 shares valued at approximately $12.54 million [1][2] - The fund's total reportable positions include 23 holdings with $840.49 million in U.S. equity assets under management as of September 30 [2] Market Context - KE Holdings' share price was $16.22, down 12% over the past year, underperforming the S&P 500, which increased by about 15% during the same period [3] - The company ended the quarter with approximately $7.8 billion in cash and equivalents, and it repurchased $281 million of shares in the quarter, totaling about $675 million year to date, reducing its share count by roughly 3% [9] Strategic Positioning - The investment in KE Holdings reflects a focus on durable cash flow and optionality in a challenging market environment [1] - The company is seen as having a defensible position in the competitive housing market, supported by its scale and comprehensive service portfolio [5][10]
白银,史诗级暴涨!
Zhong Guo Ji Jin Bao· 2025-12-27 00:06
【导读】美股集体收跌,科技股普跌,中概股多数上涨;现货白银突破79美元/盎司 中概股多数上涨,纳斯达克中国金龙指数涨0.71%。热门中概股方面,小鹏汽车涨超6%,叮咚买菜涨逾 5%,蔚来涨超4%,理想汽车涨近4%。跌幅方面,小马智行跌超4%,霸王茶姬跌逾2% 中国基金报记者 张舟 大家好,今天是周六,近期美股处于假日清淡交易期,一起聚焦海外市场最新收盘表现与本周整体走 势。 美东时间12月26日周五收盘,美国股市集体收跌。热门科技股普跌,中概股多数上涨。 来看具体市场情况—— 美国三大股指全线收跌 昨夜今晨,美股三大股指全线收跌。截至收盘,道琼斯工业平均指数跌0.04%,报48710.97点;标普500 指数跌0.03%,报6929.94点;纳斯达克综合指数跌0.09%,报23593.1点。 从周度表现看,三大指数集体上涨。其中,纳指累涨1.22%,道指累涨1.2%,标普500累涨1.4%。 板块方面,昨夜今晨美股大型科技股多数下跌,万得美国科技七巨头指数跌0.06%。个股方面,特斯拉 跌超2%,脸书跌0.65%,谷歌跌0.23%,苹果跌0.15%,微软跌0.03%,亚马逊涨0.06%,英伟达涨逾 1%。 | ...
猎上网斩获5000万C+轮融资,国家队领投,打造AIGC时代下人力资源行业的贝壳
Sou Hu Cai Jing· 2025-12-26 11:07
科研界、投资界重磅嘉宾齐聚一堂,共同见证人力资源服务领军企业与专业投资机构的深度联姻、双向奔赴,更以资本加码叠加硬核技术赋能,强势撬动 行业新增长极,成功解锁AIGC赋能新经济的全新篇章。 强强联合 智创未来 INNOVATION ENABLES YOU TO ENJOY THE FUTURE 前沿资讯 /Introduction 冬意渐浓,暖意相聚。在上海这座充满创新活力的城市,一场跨越产业与资本的重磅携手如期而至。 12月25日"强强联合·智创未来——猎上网5000万元C+轮融资落地暨与中科云富投资协议签署仪式"圆满落幕!猎上网斩获5000万元C+轮重磅融资,由中科 云富独家领投,5000万真金白银的强势注入,为企业发展注入磅礴资本动能。 01 重磅嘉宾云集,共赴行业盛会 02 深度分享赋能,洞见未来趋势 仪式现场,一场场干货满满的分享,为在场嘉宾带来了前沿视角与深度思考。 首先,猎上网CEO孙晓丹女士带来主题分享《大模型和可信数据空间如何驱动未来业务和价值》。她深入浅出地阐述了新兴技术在企业发展中的核心驱动 力作用,为现场观众描绘了一幅充满机遇的行业未来蓝图,让大家对技术赋能产业的可能性有了更清晰的认知 ...
贝壳荣获第十四届金融界“金智奖”ESG践行卓越案例,以责任担当赋能新居住高质量升级
Jin Rong Jie· 2025-12-26 11:06
Group 1 - The "Qihang·2025 Financial Summit" was successfully held in Beijing on December 26, focusing on the theme of "New Starting Point, New Momentum, New Journey," gathering hundreds of leaders and guests from various sectors including regulatory bodies, industry associations, financial institutions, listed companies, and media [1] - The 14th "Golden Wisdom Award" results were announced, with Beike winning the "ESG Practice Excellence Case" for its outstanding performance in upgrading service quality in the new housing industry, talent training and development, low-carbon initiatives, and community welfare [1][4] - The award aims to set a benchmark for high-quality development and encourage listed companies to focus on their core business, innovate, and fulfill social responsibilities, aligning with the national strategy of the "14th Five-Year Plan" [3][4] Group 2 - The 2025 ESG Excellence Case awardees have made significant achievements in environmental sustainability, social value creation, and corporate governance optimization [4] - Beike has been recognized for its long-term commitment to ESG principles, having published ESG reports for five consecutive years, which have become an important measure of high-quality development in the real estate industry [4] - Beike's initiatives include green operations and community welfare, leveraging digital technology to promote low-carbon transformation in housing services and connecting residents with service providers [4][5] Group 3 - In the community service sector, Beike's "I Teach You to Use a Mobile Phone" project has become a notable feature of its community welfare efforts, training approximately 1.3 million elderly individuals across 130 cities since its launch in 2018 [5] - The project has conducted over 90,000 classes, showcasing Beike's commitment to social responsibility and its contribution to the industry ecosystem [5]
美股异动丨房多多、贝壳盘前分别上涨7.2%、1.7% 北京调整住房限购政策
Ge Long Hui· 2025-12-24 09:48
责任编辑:钟离 财经频道更多独家策划、专家专栏,免费查阅>> 北京调整住房限购政策,房地产经营公司房多多、贝壳盘前分别上涨7.2%、1.7%。消息上,北京市住 房城乡建设委、市发展改革委、人民银行北京市分行、北京住房公积金管理中心等4部门联合印发《关 于进一步优化调整本市房地产相关政策的通知》,自2025年12月24日起施行。其中,放宽非京籍家庭购 房条件,支持多子女家庭住房需求;京籍多子女家庭五环内可买3套房;最低首付款比例由不低于30% 调整为不低于25%。 ...
跨界热潮起 旧改红利如何激活家装新生态?
Bei Jing Shang Bao· 2025-12-23 11:25
随着首开股份联合蓝智地产成立新泰装修公司,以"房企+物业"双轮驱动切入家装赛道,家装市场再添跨界新人。事实上,2025年以来,房企、物业、家居 企业纷纷跨界入局,将目光锁定在蓬勃增长的旧房改造市场。住建部数据显示,2025年全国计划改造城镇老旧小区超5万个,中央财政补贴规模同比增长 22%,单户最高补贴达2万元。政策红利持续释放,推动老旧小区改造从"基础修补"转向"功能重构",加装电梯、光伏屋顶、智慧安防等深度改造成为标 配。中商产业研究院预测,2025年旧改及相关产业规模将突破1.2万亿元,其中家居消费占比约30%,局改、翻新、适老化三大赛道年复合增长率超25%。 业内人士表示,家装行业已从新房驱动转向旧改驱动的新范式,企业竞争核心转向客户留存与精细化运营。谁能真正解决传统家装透明化不足、服务非标等 痛点,将资源优势转化为标准化服务能力,谁就能在存量市场中站稳脚跟,行业"大洗牌"与高质量发展并行的格局已然形成。 多元资本入局 推动行业洗牌 跨界资本的入局,正在悄然改变家装行业的竞争格局与发展路径。互联网企业的入局,能够推动家装产业数字化、智能化变革;房产服务平台则依托房产交 易场景,实现"房—装"业务的无缝 ...