5i5j(SZ:000560) Sou Hu Cai Jing·2025-10-29 09:25Core Insights - I Love My Home Group (000560.SZ) 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 net profit excluding non-recurring items reached approximately 54.2 million yuan, reflecting a year-on-year increase of 173.96% [1] Group 1: Brokerage Business Performance - The brokerage business continued to show steady growth, with a GTV of 156.6 billion yuan for the first three quarters, marking a year-on-year increase of 5.1% [3] - Market share in key cities like Beijing and Shanghai has steadily improved, with the second-hand housing transaction business showing resilience [3] - The company's refined operational system built over 20 years in core cities has contributed to its competitive edge, enabling quick responses to market fluctuations [3] Group 2: New Housing Business Growth - Despite a challenging new housing market, the new housing business achieved a GTV of 25.9 billion yuan, a year-on-year increase of 9.3% [4] - The company’s effective risk management and resource allocation have supported its business resilience [4] - Marketing initiatives, such as the "Summer New Housing Festival," and digital upgrades have successfully stimulated demand [4][5] Group 3: Future Opportunities and Market Outlook - The policy environment is expected to continue supporting the real estate market, with various cities likely to introduce supportive measures [6] - The focus on high-quality development in the real estate sector presents significant opportunities for professional housing service providers [6] - I Love My Home's competitive advantages are reinforced by its extensive community service network and digital capabilities, positioning it well for future growth [6]