运营提质增效！我爱我家前三季度扣非归母净利润同比增长174%

Core Insights - I Love My Home Group reported a total housing transaction value (GTV) of approximately 196.2 billion yuan for Q3 2025, representing a year-on-year increase of 5.2% [1] - The company achieved a net profit attributable to shareholders of approximately 42.3 million yuan, a significant year-on-year growth of 398.75% [1] - The company’s net profit excluding non-recurring items reached approximately 54.2 million yuan, up 173.96% year-on-year [1] Brokerage Business Growth - The brokerage business continued to show steady growth, with a GTV of 156.6 billion yuan for the first three quarters, reflecting a year-on-year increase of 5.1% [3] - Market share in key cities like Beijing and Shanghai has been steadily improving, with the second-hand housing transaction business showing resilience [3] - The company’s success is attributed to over 20 years of refined operational systems in core cities, including a dense community service network and precise customer demand insights [3] New Housing Business Performance - Despite a challenging new housing market, the company’s new housing business achieved a GTV of 25.9 billion yuan, marking a year-on-year growth of 9.3% [4] - This growth is supported by effective risk management, increased marketing efforts, and digital investments, including promotional activities like the "Summer New Housing Festival" [4] - The company has optimized its internal operations to enhance the synergy between new and second-hand housing, launching cross-regional VIP services to better serve clients [4] Future Opportunities and Market Outlook - The company anticipates continued supportive policies aimed at revitalizing the real estate market, aligning with the government's focus on high-quality development [5] - The shift from scale expansion to quality enhancement presents significant opportunities for professional residential service providers [5] - The company’s competitive edge is reinforced by its extensive network of professional agents and offline stores, combined with digital capabilities for precise matching [5]