Core Viewpoint - Country Garden Services (碧桂园服务) experienced a significant decline in stock price following the release of its interim results, indicating market concerns over profitability despite revenue growth [1] Financial Performance - The company reported a revenue increase of approximately 10.2% year-on-year, reaching about RMB 23.186 billion [1] - Shareholder profit attributable to the company was approximately RMB 999 million, reflecting a year-on-year decrease of about 30.8% [1] - Core net profit attributable to shareholders was approximately RMB 1.568 billion, down about 14.8% year-on-year [1] Operational Metrics - The company’s property management scale has steadily increased, with a total of 8,108 managed property projects [1] - The managed area under charge has grown to 1.06 billion square meters, which includes 90 million square meters of residential area under the "Three Supplies and One Industry" management [1] - Projects located in first and second-tier cities account for approximately 40.2% of the total managed area [1]

Group 1 - The core viewpoint of the article highlights the financial performance of Country Garden Services for the first half of 2025, showing a revenue increase but a decline in profits [1] - Total revenue for the first half of 2025 was approximately RMB 23.186 billion, representing a year-on-year increase of about 10.2% [1] - Property management service revenue was approximately RMB 13.606 billion, up about 6.7% year-on-year, accounting for approximately 58.7% of total revenue [1] - Community value-added service revenue was approximately RMB 2.104 billion, with a year-on-year growth of about 5.3%, making up about 9.1% of total revenue [1] - Non-owner value-added service revenue was approximately RMB 0.292 billion, showing a year-on-year decline of about 17.8%, with a proportion dropping to about 1.3% [1] - Overall gross profit was approximately RMB 4.299 billion, reflecting a year-on-year decrease of about 3.5% [1] - Net profit was approximately RMB 1.003 billion, down about 35.1% year-on-year [1] - Shareholders' profit attributable to the company was approximately RMB 0.997 billion, a year-on-year decline of about 30.8% [1] - Non-controlling interests profit attributable to the company was approximately RMB 6.1 million, down about 94.2% year-on-year [1] - Core net profit attributable to shareholders was approximately RMB 1.568 billion, a year-on-year decrease of about 14.8% [1] - As of June 30, 2025, the group's bank deposits (including time deposits and restricted bank deposits) and structured deposits were approximately RMB 16.47 billion [1] Group 2 - As of June 30, 2025, the company managed a total of approximately 1.063 billion square meters of chargeable management area, excluding the "Three Supplies and One Industry" business [2] - The chargeable management area for the "Three Supplies and One Industry" business was approximately 90.1 million square meters [2] - The company managed a total of 8,108 properties across 31 provinces, municipalities, autonomous regions, and Hong Kong, with a focus on major economic regions including the Pearl River Delta, Yangtze River Delta, Central Yangtze River, Beijing-Tianjin-Hebei, and Chengdu-Chongqing [2] - The chargeable management area in first- and second-tier cities accounted for approximately 40.2% of the total [2]

8月27日，碧桂园服务在港交所发布中期业绩公告显示，公司上半年营收231.86亿元人民币，同比增长 10.2%；上半年股东应占利润9.966亿元人民币，同比下降30.8%。 ...

期内，集团的社区增值服务收入约为人民币21.039亿元，较去年同期实现同比增长约5.3%，占总收入比 例约为9.1%。集团专注对酒类业务核心业务能力的建设，聚焦"物业+专业"的社区合伙人模式，持续挖 掘社区私域场景，提升产品竞争力和客户触达效率，在期内实现累计客户数量近4200位，复购率达约 65%。集团持续在新能源业务发力，集团的自营品牌-"智享楼下充电"，通过自营设备为业主提供更安 全、更便利的两轮充电服务。集团的业务规模持续扩大，截至2025年上半年，集团累积在全国超5000个 社区运营约60万个充电插座，累计注册用户数超550万，累计服务超1亿人次，用户黏性亦获提升，月活 用户规模超200万人。此外，集团加速布局外部市场，推动城市更新及行业规范化。集团为市场化项目 提供一站式场地管理充电解决方案，通过统一的平台运营工具及管理标准，提高业主充电满意度的同时 提升场地运营效率。 此外，随着人工智能技术进入大规模商用阶段，物业服务行业正迎来颠覆性变革。碧桂园服务始终坚持 推动数字化转型，以科技赋能服务，全面助力客户体验、服务品质及运营效率的提升。集团将持续夯实 数据基座，推进数据治理，以全域数据实时化推动运 ...

Core Insights - Country Garden Services reported a revenue of RMB 23.1855 billion for the six months ending June 30, 2025, representing a year-on-year growth of 10.2% [1] - The company's profit attributable to shareholders was RMB 999 million, a decline of 30.8% compared to the previous year, with basic earnings per share at 29.82 cents [1] Revenue Breakdown - Property management service revenue was approximately RMB 13.6058 billion, showing a year-on-year increase of about 6.7%, accounting for approximately 58.7% of total revenue [1] - Community value-added service revenue reached approximately RMB 2.1039 billion, reflecting a year-on-year growth of about 5.3%, making up about 9.1% of total revenue [2] Operational Scale - The total managed area, excluding the "Three Supplies and One Industry" business, was approximately 1.0633 billion square meters as of June 30, 2025 [1] - The company managed a total of 8,108 properties across 31 provinces, municipalities, autonomous regions, and Hong Kong, with about 40.2% of the managed area located in first- and second-tier cities [1] Community and Charging Services - The company focused on enhancing its core capabilities in the liquor business and adopted a "Property + Professional" community partner model, achieving a cumulative customer base of nearly 4,200 with a repurchase rate of about 65% [2] - The company expanded its self-operated brand "Smart Charging Below" to provide safe and convenient charging services, operating approximately 600,000 charging sockets across over 5,000 communities nationwide [2] Technological Advancements - The property service industry is undergoing transformative changes with the large-scale commercialization of artificial intelligence technology [3] - The company is committed to digital transformation, enhancing customer experience, service quality, and operational efficiency through technology [3] - The company aims to become a leader in smart community services by embracing AI applications in customer service, facility management, security monitoring, and energy consumption optimization [3]

此外，碧桂园服务还推动服务分级在全国37个城市共942个项目深化落地，通过差异化的运营策略和资 源匹配，将服务诉求和资源模型精准匹配，通过工单数字化、保洁数字化、人机协同提高作业效率，推 动项目健康可持续发展能力提升。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 碧桂园服务8月27日发布2025年中期业绩报告显示，公司2025年上半年实现营业收入231.9亿元，同比增 长10.2%，股东应占核心净利润约15.7亿元。公司核心业务收入持续增长，基本盘愈发稳固，显示业务 基础非常扎实。 同时，公司物业管理规模稳步提升，在管物业项目总数达8108个，收费管理面积增至10.6亿平方米（包 括"三供一业"住宅收费管理面积0.9亿平方米），其中位于一二线城市项目的收费管理面积约占40.2%。 碧桂园服务在报告中称，客户满意是集团持续发展的重要基础。公司持续构建高效精益运营体系，助力 服务与物业管理基本盘的稳定。上半年，基于客户的真实需求，共计投入约2.59亿元用于对社区康乐设 施、老旧设施的焕新以及升级改造，提升客户体验。 上半年，公司市场拓展成效显著，特别是在综合设施管理（IFM）领域的拓 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月27日，碧桂园服务发布最新中期业绩报告显示，公司2025年上半年实现营业收入231.9亿元，同比增 长10.2%，股东应占核心净利润约15.7亿元，在手现金仍充裕，约164.7亿元。核心业务收入持续增长， 基本盘愈发稳固。 具体来看，酒类业务聚焦"物业+专业"的社区合伙人模式，持续挖掘社区私域场景，提升产品竞争力和 客户触达效率，上半年实现累计客户数量近4200位，复购率约达65%。 新能源业务方面，公司自营品牌"智享楼下充电"，通过自营设备为业主提供安全、便利的两轮充电服 务。截至上半年，碧桂园服务累计在全国超5000个社区运营约60万个充电插座，累计注册用户数超550 万，累计服务超1亿人次。同时，用户黏性不断提升，月活用户规模超200万人。据悉，公司正在加速布 局外部市场，为市场化项目提供一站式场地管理充电解决方案，同时助力城市更新，联动政府部门街道 居委为老旧小区提供充电设备升级、改善充电环境，助力解决充电安全隐患及飞线治理难题。 碧桂园服务在报告中表示，未来将持续打造社区增值服务，在服务业主各类核心需求的基础上，积极探 索 ...

Core Insights - Country Garden Services (6098.HK) reported a revenue of 23.19 billion yuan for the first half of the year, representing a year-on-year growth of 10.2% [1] - The company achieved a core net profit attributable to shareholders of approximately 1.57 billion yuan [1] - As of June 30, the company had bank deposits and structured deposits totaling about 16.47 billion yuan, indicating a strong cash position [1] Revenue Breakdown - Property management service revenue reached 13.61 billion yuan, an increase of 6.7% year-on-year [1] - Community value-added service revenue was 2.10 billion yuan, growing by 5.3% [1] - Revenue from "Three Supplies and One Industry" services amounted to 5.07 billion yuan, showing a significant increase of 51.6% [1] Operational Metrics - The total managed area increased to 1.06 billion square meters, including 0.09 billion square meters from "Three Supplies and One Industry" residential management [1] - Approximately 40.2% of the managed area is located in first- and second-tier cities [1] Market Position - Despite challenges in the macroeconomic environment and intensified competition in the property sector, Country Garden Services has maintained continuous market expansion and stable revenue growth [1] - The solid performance of core business segments indicates a robust operational foundation, showcasing resilience against risks and development potential [1]

格隆汇8月27日丨碧桂园服务(06098.HK)公告，截至2025年6月30日止6个月，总收入同比增加约10.2%至 约人民币231.86亿元。公司股东应占利润约人民币9.97亿元，同比下降约30.8%。每股基本盈利29.82人 民币分。 总收入增长主要由于集团物业管理服务、社区增值服务及"三供一业"业务收入均保持增长，合计收入较 2024年同期增长14.9%，叠加集团主动压降信用风险显著上升的客户("风险客商")的业务规模导致非业 主增值服务收入随有所下降，以及城市服务及商业运营服务收入减少的综合影响导致。 ...

知名港股跌幅榜前十： | 序号 | 代码 | 名称 | 最新价 | 涨跌幅 | 今开 | 最高 | 最低 | 昨收 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 06969 | 思摩尔国际 | 22.200 | -5.37% | 23.500 | 23.880 | 21.600 | 23.460 | | 2 | 09626 | 哔哩哔哩-W | 186.600 | -5.18% | 187.000 | 188.100 | 181.500 | 196.800 | | 3 | 00753 | 中国国航 | 5.190 | -4.95% | 5.460 | 5.470 | 5.060 | 5.460 | | 4 | 00998 | 中信银行 | 7.150 | -2.32% | 7.350 | 7.360 | 7.140 | 7.320 | | 5 | 00728 | 中国电信 | 6.160 | -1.75% | 6.270 | 6.300 | 6.160 | 6.270 | | 6 | 09698 | 万国数据-SW | 31.3 ...