Core Viewpoint - The recent personnel changes at Country Garden Services reveal a new strategic direction, with a focus on optimizing governance and enhancing business innovation and transformation [1][3]. Group 1: Personnel Changes - Huang Peng has resigned as Chief Financial Officer (CFO) to focus on managing the group's incubation business, while Tian Tian has been appointed as the new CFO [1][2]. - Huang Peng, a veteran with the company since September 2016, will continue as Executive President and manage the incubation business [1][2]. Group 2: Organizational Restructuring - The company has reorganized its business structure into three main segments: the "Large Property Management" segment, the "Incubation Business" segment, and the "Functional Services" segment [3]. - The "Large Property Management" segment aims to enhance value creation, focus on deepening core services, and improve operational efficiency through systematic construction [3]. - The "Incubation Business" segment will focus on diverse growth opportunities, including existing independent businesses and the development of innovative services [3][5]. Group 3: Financial Performance - In the first half of the year, the core property management service revenue reached 13.61 billion yuan, a year-on-year increase of 6.7% [4]. - The total number of managed property projects reached 8,108, with a managed area of 1.06 billion square meters, of which approximately 40.2% is located in first- and second-tier cities [4]. - Community value-added service revenue was 2.1 billion yuan, reflecting a year-on-year growth of 5.3% [4]. Group 4: Business Development and Market Expansion - The "Incubation Business" segment includes environmental services, commercial management, and asset management, which are expected to have growth potential but require strong leadership to overcome current growth bottlenecks [5][6]. - In the first half of the year, the "Three Supplies and One Industry" segment signed 315 new contracts, with a total contract value of approximately 1.787 billion yuan [6]. - The company is focusing on urban service areas such as environmental management and smart operations, although revenue from urban services decreased by approximately 18% year-on-year [6]. Group 5: Market Outlook and Analyst Insights - Analysts from Dongfang Securities believe that Country Garden Services has potential in value-added services and is actively expanding community services, including partnerships in the electric vehicle charging sector [7]. - The organizational restructuring is seen as a practical response to industry challenges, aiming to solidify service foundations while allowing space for high-value innovative business incubation [7].

今年以来该股累计进行57次回购，合计回购3467.60万股，累计回购金额2.20亿港元。（数据宝） （原标题：碧桂园服务(06098.HK)12月9日回购3089.45万港元，年内累计回购2.20亿港元） 证券时报•数据宝统计，碧桂园服务在港交所公告显示，12月9日以每股6.220港元至6.360港元的价格回 购494.70万股，回购金额达3089.45万港元。该股当日收盘价6.220港元，下跌3.12%，全天成交额1.35亿 港元。 自11月18日以来公司已连续16日进行回购，合计回购1761.00万股，累计回购金额1.11亿港元。 其间该 股累计下跌2.35%。 | 日期 | 回购股数 | 回购最高价 | 回购最低价 | 回购金额 | | --- | --- | --- | --- | --- | | | （万股） | （港元） | （港元） | （万港元） | | 2025.12.09 | 494.70 | 6.360 | 6.220 | 3089.45 | | 2025.12.08 | 200.00 | 6.450 | 6.420 | 1286.73 | | 2025.12.05 | 30.90 | ...

格隆汇12月9日丨碧桂园服务(06098.HK)发布公告，2025年12月9日耗资3089.45万港元回购494.7万股， 回购价格每股6.22-6.36港元。 相关事件 碧桂园服务(06098.HK)12月9日耗资3089.45万港元回购494.7万股 碧桂园服务(06098.HK)12月8日耗资 1286.73万港元回购200万股 ...

碧桂园服务(06098)发布公告，于2025年12月9日，该公司斥资3089.45万港元回购494.7万股。 ...

智通财经APP讯，碧桂园服务(06098)发布公告，于2025年12月9日，该公司斥资3089.45万港元回购494.7 万股。 ...

Core Viewpoint - The recent personnel changes at Country Garden Services reveal a new strategic direction for the company, focusing on optimizing its organizational structure and enhancing its business innovation and transformation capabilities [3][6]. Organizational Changes - Huang Peng has resigned as Chief Financial Officer (CFO) to focus on managing the group's incubation business, while Tian Tian has been appointed as the new CFO [3][5]. - The organizational restructuring aims to unify the basic property management, new business growth, and functional service sectors into a "large property sector," while the strategic incubation business will be maintained as a separate entity [6][8]. Business Performance - The core property management service revenue for Country Garden Services reached 13.61 billion yuan, a year-on-year increase of 6.7% [7]. - The total number of managed property projects reached 8,108, covering 31 provinces and cities in mainland China, with a managed area of 1.06 billion square meters [7]. - Community value-added service revenue was 2.1 billion yuan, reflecting a year-on-year growth of 5.3% [7]. New Business Initiatives - The incubation business segment includes environmental services, commercial management, and asset management, among others, and aims to explore new growth avenues [8][9]. - The "Three Supplies and One Industry" initiative has shown significant growth, with property service management area reaching approximately 90.1 million square meters and revenue of about 4.156 billion yuan, marking a year-on-year increase of approximately 68.5% [9]. Market Expansion - In the first half of the year, Country Garden Services signed 315 new contracts under the "Three Supplies and One Industry" initiative, with a total contract value of approximately 1.787 billion yuan [10]. - The company is focusing on urban services, including environmental management and smart operations, although revenue from urban services decreased by about 18% to approximately 1.779 billion yuan [10]. Future Outlook - Analysts believe that the organizational adjustments will strengthen the company's core capabilities and stimulate organizational vitality, laying a solid foundation for long-term stable development and enhanced market competitiveness [11].

自11月18日以来公司已连续15日进行回购，合计回购1266.30万股，累计回购金额8046.40万港元。 其间 该股累计上涨0.78%。 今年以来该股累计进行56次回购，合计回购2972.90万股，累计回购金额1.90亿港元。（数据宝） 证券时报·数据宝统计，碧桂园服务在港交所公告显示，12月8日以每股6.420港元至6.450港元的价格回 购200.00万股，回购金额达1286.73万港元。该股当日收盘价6.420港元，下跌1.83%，全天成交额 3385.85万港元。 | 2025.05.22 | 130.00 | 6.700 | 6.580 | 860.00 | | --- | --- | --- | --- | --- | | 2025.05.19 | 14.60 | 6.760 | 6.760 | 98.70 | （文章来源：证券时报网） 碧桂园服务回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.08 | 200.00 | 6.450 | 6.4 ...

Core Viewpoint - The personnel changes and organizational restructuring at Country Garden Services reflect a strategic adjustment during a deep transformation period in the industry, emphasizing the need for innovation in organization and mechanisms to foster future growth while maintaining service quality [2][12]. Group 1: Personnel Changes - Huang Peng has resigned as Chief Financial Officer (CFO) to focus on managing the group's incubation business while continuing as the Executive President [3][4]. - Tian Tian has been appointed as the new CFO, bringing extensive financial management and capital operation experience from various industries [5]. Group 2: Organizational Restructuring - The organizational structure has been significantly adjusted, consolidating into two core segments: "Large Property Segment" and "Incubation Business Segment" [6][8]. - The "Large Property Segment" will focus on value creation, efficiency improvement, and streamlined governance, integrating basic property management, new business growth, and functional services [8][11]. Group 3: Strategic Focus - The basic property service business will enhance customer satisfaction and operational efficiency through systematic construction, including a tiered service system and digital operations [9]. - The new business growth segment aims to leverage the reputation of basic property services to explore high-value diversified businesses through innovative business models and market capabilities [10]. - The "Incubation Business Segment" will empower existing independent businesses and focus on researching and incubating potential innovative businesses to explore new growth points for the group [11]. Group 4: Industry Context - The adjustments are seen as a proactive strategic upgrade in response to the national "Property Service Quality Improvement Action," emphasizing the importance of solidifying service foundations while allowing space for high-value innovative business incubation [12]. - The property management industry in China is transitioning from a phase of scale expansion to a high-quality development stage, necessitating the exploration of new growth points while solidifying basic services [12].

碧桂园公告显示："计划生效日期是实施建议重组的重要里程碑。本公司谨此再次向所有计划债权人于 整个过程中提供的宝贵支持致以最深切谢意。" 12月4日，《每日经济新闻》记者从知情人士处获悉，在当日香港高等法院举行的聆讯上，碧桂园所有 境外债务重组计划获得批准，生效条件已全部达成。 程光煜以总裁身份签发了碧桂园重要文件。 12月5日晚，碧桂园在港交所公告，(境外债务重组)计划已获法院认许，认许令盖章副本已于12月5日提 交香港公司注册处处长登记。 同时，碧桂园宣布重大人事变动，总裁莫斌调任为联席主席，常务副总裁程光煜接任总裁一职，主要负 责承接董事会战略部署，全面统筹集团各业务板块工作，组织搭建并落地经营管理体系，统筹集团日常 运营管控与行政管理，确保战略部署有效达成。 而就在前一日，碧桂园系境内债券——"H16腾越2"重组方案获债权人会议通过。至此，碧桂园境内债 务重组所涉的9只债券，重组方案均已获得债权人会议通过，涉及金额约137.7亿元。 《每日经济新闻》记者了解到，由此，随着境内外债务重组方案的通过，碧桂园整体降债规模预估超 900亿元。 "这标志着碧桂园债务重组正式全部完成，企业经营真正进入新阶段。"中指 ...

智通财经APP讯，碧桂园服务(06098)发布公告，于2025年12月8日，该公司斥资1286.73万港元回购200 万股股份，每股回购价格为6.42-6.45港元。 ...