证券之星消息，12月30日房地产服务板块较上一交易日下跌1.25%，中天服务领跌。当日上证指数报收 于3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。房地产服务板块个股涨跌见下表： 从资金流向上来看，当日房地产服务板块主力资金净流出8158.45万元，游资资金净流出1960.5万元，散 户资金净流入1.01亿元。房地产服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600724 宁波富达 | | = 200.61万 | 3.32% | -19.17万 | -0.32% | -181.44万 | -3.00% | | 600684 珠江股份 | | 43.91万 | 0.60% | 249.78万 | 3.42% | -293.69万 | -4.02% | | 000056 皇庭国际 | | 17.51万 | 0.41% | 24.81万 | 0.58% | ...

Major Events - The National Housing and Urban-Rural Construction Work Conference was held in Beijing from December 22 to 23, 2025, focusing on the review of 2025's work and planning for the "14th Five-Year Plan" achievements and key tasks for 2026 [7][51] - The conference emphasized the importance of stabilizing the real estate market and implementing property service quality improvement actions, exploring new models of coordination among community party organizations, residents' committees, owners' committees, and property service enterprises [7][51] Policy Dynamics - The Nanjing Housing Security and Real Estate Bureau released a draft work plan for the "List-based Management of Law Enforcement in Residential Communities," aiming to establish a long-term management mechanism for residential communities [13][59] - The plan focuses on integrating various stakeholders and optimizing collaborative governance paths, utilizing digital platforms for smart management to create a clear, orderly, and efficient community governance structure [16][59] Corporate Dynamics - Shimao Services announced plans to enter the sewage treatment market in Liaoning Province through a partnership agreement with Huludao Yongsheng Project Management Consulting [17][60] - China Overseas Property announced a capital increase agreement with China Construction Asset Management, involving a total investment of approximately RMB 39 million [21][64] - Jin Ke Services disclosed the results of a temporary shareholders' meeting, where a delisting resolution was approved [24][66] Capital Market - The Hang Seng Index closed at 25,818.93 points, up 0.50%, with 16 property service companies rising, and 29 companies outperforming the index [32][74] - During the fourth week of December 2025, 2,098 new projects were added across key cities, covering a total construction area of 100.96 million square meters, including 479 residential projects and 398 commercial office projects [34][75] New Projects - The fourth week of December 2025 saw a total of 2,098 new projects, with 1,015 in the industrial sector and 206 in other categories [34][75] - The distribution of new projects included significant contributions from major cities, indicating a robust pipeline for future development [38][75] Tender Information - A total of 11,553 property-related tender notices were published in key regions such as Beijing-Tianjin-Hebei and Guangdong-Hong Kong-Macau, with non-residential projects making up the majority [41][81]

近日，多家物业服务企业相继公布市场与业务新动态，显示出行业持续开拓与转型的活力。 在市场拓展方面，融创服务成功中标爱玛科技集团天津总部园区一体化物业服务项目；中湘美好城市新获麓山戒毒所、湖南建工集团机关本部物业服务； 新大正中标北京铁路公安局采购项目，金额1322.20万元；杭州地铁城市服务成功续签昆仑中心办公楼物业服务；首华物业签约实现育慧里二区18号楼整 楼服务全覆盖。 值得注意的是，科技融合与模式创新成为亮点。南都物业宣布携手海康威视，引入多模态大模型文搜系列产品，推动AI技术融入社区服务。金地智慧服 务在浙江永康合作成立城市服务公司，保利物业在深圳出资500万元成立公共设施管理业全资子公司，均展现出对城市服务与细分领域的深入布局。 资本与资产运作方面亦有新进展。招商积余已完成转让所持衡阳中航地产60%股权；中天服务公告拟使用1亿元闲置资金进行现金管理，并将三个募投项 目延期至2028年。此外，华润万象生活于近期举办了健康与餐饮相关品牌活动，丰富服务内涵。 近期系列动作显示，物管企业正通过市场外拓、科技赋能、业务创新及资产优化等多种方式，积极拓展发展空间，推动行业向专业化、多元化方向演进。 责编：李霞 ...

Core Viewpoint - The company, Xin Dazheng (002968.SZ), has conducted a share buyback, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1: Share Buyback Details - The company has repurchased a total of 1.05 million shares, which represents approximately 0.46% of its total share capital [1] - The highest transaction price during the buyback was 13.08 CNY per share, while the lowest was 11.90 CNY per share [1] - The total amount spent on the buyback reached approximately 12.98 million CNY, excluding transaction fees, exceeding the lower limit of the buyback plan [1]

物业费降价潮真的来了。 2025年以来，全国多个小区的物业费迎来大跳水，有的降幅直接腰斩，一套 100平的房子，一年下来能省下一千多块钱，业主们实实在在享受到了 实惠。 但热闹背后，却是冰火两重天的景象。多家物业公司扛不住持续亏损的压力，纷纷发布撤场公告，宣布退出服务多年的小区。 一边是业主们喜提减负，一边是物业行业迎来剧烈洗牌。 这场物业费的大变局，到底是怎么发生的？ 01 最高降56%，不少小区的业主已经尝到了甜头 要说物业费降价有多实在，看看这些小区的操作就知道了。 南昌瑞都小区，物业费从每月 2.8元/平降到2元/平，100平的房子每月能少花80块 。 常州花语馨苑小区更狠，从 1.8元/平直接砍到1元/平，降幅接近一半 。 武汉朗诗里程小区更是 将 物业费从 2.5元/平降到1.1 /平，降幅高达56%，一套100平的房子，一年能省下1680元 。 这可不是个别小区的 "小打小闹"，全国范围内的物业费，都在明显降价。 中指研究院发布的《 2025年中国物业服务价格指数研究报告 》显示， 2025年12月，北京、上海、杭州、苏州等二十个重点城市的物业服务均价， 是2.72元/平方米/月。对比去年同期， ...

证券代码：002968 证券简称：新大正 公告编号：2025-055 新大正物业集团股份有限公司 关于公司回购股份方案实施完成暨股份变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 新大正物业集团股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开 第三届董事会第十三次会议和第三届监事会第十一次会议，审议通过了《关于公 司回购股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购部分 公司已在境内发行的人民币普通股（A 股）股票，用于后续实施员工持股计划 或股权激励。方案拟用于回购资金总额不低于人民币 1,000 万元、不超过人民币 2,000 万元，回购价格不超过人民币 13.96 元/股，2024 年度权益分派及 2025 年 中期分红派息实施后相应调整为不超过 16.64 元/股。回购股份实施期限为自公司 董事会审议通过本次回购股份方案之日起不超过 12 个月。具体内容详见公司于 2025 年 4 月 29 日、2025 年 5 月 28 日、2025 年 9 月 29 日在《证券时报》《上 海证券报》和巨潮资讯网（ht ...

Market Overview - The real estate service sector declined by 1.27% compared to the previous trading day, with ST Mingcheng leading the decline [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Individual Stock Performance - Zhongtian Service (002188) closed at 6.58, up 4.11% with a trading volume of 521,700 shares and a transaction value of 339 million [1] - Nandu Property (603506) closed at 13.15, up 0.31% with a trading volume of 51,000 shares and a transaction value of 6.71 million [1] - Wo Ai Wo Jia (000560) closed at 2.89, down 0.69% with a trading volume of 607,600 shares and a transaction value of 176 million [1] - Other notable declines include ST Mingcheng (600136) down 2.86% and Zhujiang Co. (600684) down 2.01% [2] Capital Flow Analysis - The real estate service sector experienced a net outflow of 55.94 million from institutional investors, while retail investors saw a net inflow of 38.17 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Detailed Capital Flow by Stock - Zhongtian Service had a net outflow of 22.80 million from institutional investors, while retail investors contributed a net inflow of 18.54 million [3] - ST Mingcheng saw a significant net outflow of 3.50 million from institutional investors, but retail investors contributed a net inflow of 3.88 million [3] - Other stocks like Zhujiang Co. and Ningbo Fuda also experienced notable net outflows from institutional investors, indicating a cautious approach from larger players [3]

Core Viewpoint - The real estate service sector experienced a slight decline of 0.11% on December 26, with Shijie Holdings leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3963.68, up 0.1% [1] - The Shenzhen Component Index closed at 13603.89, up 0.54% [1] - The real estate service sector stocks showed mixed performance, with notable gainers and losers [1] Group 2: Individual Stock Performance - ST Mingcheng (600136) rose by 4.79% to close at 1.75, with a trading volume of 319,800 shares [1] - New Dazheng (002968) increased by 3.04% to 12.55, with a trading volume of 86,700 shares [1] - Zhujiang Shares (600684) gained 1.59% to 4.48, with a trading volume of 274,500 shares [1] - Shijie Holdings (002285) fell by 2.01% to 2.93, with a trading volume of 965,500 shares [2] - Other notable declines included Wangting International (000056) down 0.97% and I Love My Home (000560) down 0.68% [2] Group 3: Capital Flow - The real estate service sector saw a net outflow of 37.71 million yuan from institutional investors, while retail investors contributed a net inflow of 24.89 million yuan [2] - Zhujiang Shares had a net inflow of 10.24 million yuan from institutional investors, while New Dazheng experienced a net outflow of 1.54 million yuan [3] - I Love My Home faced a significant net outflow of 18.58 million yuan from institutional investors [3]

Group 1 - The real estate service sector increased by 0.04% on December 25, with Xin Dazheng leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] - Key stocks in the real estate service sector showed varied performance, with Xin Dazheng rising by 3.57% to a closing price of 12.18 [1] Group 2 - The main funds in the real estate service sector experienced a net outflow of 63.56 million yuan, while retail investors saw a net inflow of 41.84 million yuan [2] - The trading volume and turnover for major stocks in the sector varied, with Wo Ai Wo Jia recording a turnover of 222 million yuan [2] - The net inflow of retail funds was significant for several stocks, indicating a mixed sentiment among investors [3]

证券代码：002968 证券简称：新大正 公告编号：2025-054 新大正物业集团股份有限公司（以下简称"公司"）拟发行股份及支付现金购 买资产并募集配套资金事项暨关联交易事项（以下简称"本次交易"）。本次交易 构成关联交易，预计构成重大资产重组，但不构成重组上市。 本 次 交 易 预 案 的 具 体 内 容 详 见 2025 年 9 月 29 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）和《证券时报》《上海证券报》上刊登的公告。 二、本次交易的进展情况 本次交易预案公告后，公司及交易对手方协调一致积极推动本次交易涉及的 各项工作。截至公告日，公司已与标的公司全体股东就本次交易主要商业条件达 成一致并签署备忘录，正同步推进后续具体协议拟定及各方中介机构内部质量控 制审核工作，公司将及时披露项目进展情况并按照相关规定履行后续有关程序。 新大正物业集团股份有限公司 关于披露发行股份及支付现金购买资产并募集配套资金 暨关联交易预案后的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 2025 年 9 月 29 ...