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建发物业(HK.2156): 以信任铸就发展基石

Core Viewpoint - The property industry is undergoing significant transformation and opportunities, entering a new phase of deep adjustment and high-quality development since 2025. Trust from property owners is essential for survival and growth, and only by providing quality services can companies achieve sustainable development. In this context, the recent mid-year performance announcement from Jianfa Property (HK.2156) has attracted widespread attention due to its impressive revenue and net profit growth [1]. Group 1: Financial Performance - In the first half of 2025, Jianfa Property achieved revenue of 1.823 billion yuan, a year-on-year increase of 13.8% [1]. - The net profit attributable to the parent company was 216 million yuan, reflecting a year-on-year growth of 13.2% [1]. Group 2: Service Quality and Customer Trust - Jianfa Property emphasizes the importance of quality service in defining living value, aligning with the national "good house" concept that prioritizes safety, comfort, and sustainability [2]. - The company has established a "Good Service" system to standardize service quality and enhance customer experience, aiming to create a high-quality living environment [2][4]. - Customer satisfaction has been recognized, with Jianfa Property ranking first in property service satisfaction in its category for the first half of 2025, maintaining a collection rate of property fees above 90% [6]. Group 3: Community Value-Added Services - In the first half of 2025, community value-added services generated revenue of 446 million yuan, marking a year-on-year increase of 23.5% [7]. - The retail business saw a revenue increase of 26.5% to 44 million yuan, driven by innovative online and offline strategies [7]. - The home service sector experienced significant growth, with approximately 25,000 home service orders, a year-on-year increase of about 75% [7]. Group 4: Market Expansion Strategy - Jianfa Property is focusing on profitable scale expansion and has shifted its strategy to include non-residential projects, achieving a contract amount of 456 million yuan in the first half of 2025, with 72% from non-residential projects [9]. - The company has established five public construction preparatory offices to enhance its market expansion capabilities [9]. Group 5: Technological Innovation - The company is integrating technology into property management, with over 100 communities utilizing automated cleaning robots, significantly improving cleaning efficiency [11]. - The introduction of various automated devices aims to enhance service quality and provide a more comfortable living experience for residents [11]. Group 6: Investor Confidence - International investment firm Fidelity International has recently acquired over 5% of Jianfa Property, indicating strong market confidence in the company's long-term value and strategic direction [15].