股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 呈交日期: 2026年1月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02423 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 24,114,698,720 | USD | | 0.00002 USD | | 482,293.97 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 24,114,698,720 | USD | | 0.00002 USD | | 482,293.97 | | 2. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | B | | 於香港聯 ...

Core Viewpoint - Beike-W (02423) announced a share repurchase plan, indicating confidence in its stock value and future prospects [1] Group 1: Share Repurchase Details - The company will repurchase 602,200 shares at a total cost of $3.5 million [1] - The repurchase price per share is set between $5.77 and $5.84 [1]

证 券 研 究 报 告 房地产行业周报（2025 年第 53 周） 新房成交环比高增，韶关对农村转移人口购 推荐（维持） 房给予契税补贴 行业研究 房地产 2026 年 01 月 07 日 华创证券研究所 证券分析师：单戈 邮箱：shange@hcyjs.com 执业编号：S0360522110001 证券分析师：许常捷 邮箱：xuchangjie@hcyjs.com 执业编号：S0360525030002 证券分析师：杨航 邮箱：yanghang@hcyjs.com 执业编号：S0360525090001 相关研究报告 《商业地产行业跟踪报告：行业分化，强者恒强》 2025-12-31 《房地产行业周报（2025 年第 52 周）：北京出台 楼市新政，新房周成交环比上涨》 2025-12-31 《房地产行业重大事项点评：北京楼市再宽松》 2025-12-26 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）1210 号 板块行情：第 53 周（12 月 29 日-12 月 31 日）申万一级行业指数中，房地产 指数下跌 0.7%，在 31 个一级行业板块中排名第 19。 政策要闻：地方层面：1 ...

Group 1 - The company Beike-W (02423) announced a share repurchase plan, intending to buy back 602,200 shares at a total cost of $3.5 million [1] - The repurchase price is set between $5.77 and $5.84 per share [1]

| | | | | FF305 | | --- | --- | --- | --- | --- | | 1,418,421 | % | USD | 5.6179 | | | 1,476,174 | % | USD | 5.4194 | | | 1,489,263 | % | USD | 5.3576 | | | 534,000 | % | USD | 5.618 | | | 530,802 | % | USD | 5.6518 | | | 539,205 | % | USD | 5.5637 | | | 544,206 | % | USD | 5.5126 | | | 536,007 | % | USD | 5.5969 | | | | 變動日期 | 2025年11月14日 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 6). | | 購回股份(或其他證券)但沒有註銷 | 539,205 | % | USD | 5.5637 | | | 變動日期 | 2025年11月17日 | | | | | | 7). | | 購回股份(或其他證券)但沒有註 ...

银行股延续强势，其中阿莱恩斯西部银行上涨141%，齐昂银行上涨1.08%，美国银行、高盛、摩根士丹 利、摩根大通等股均小幅收涨；花旗集团逆势收跌0.65%。 昨晚美股延续了强势，高开高走后全天震荡上行，截至收盘道指上涨0.99%，纳指上涨0.65%，标指上 涨0.62%。盘面上，银行股普涨，科技股延续分化，中概股高开低走，黄金继续拉升。 中概股高开低走，截至收盘中国金龙下跌0.78%，其中腾讯音乐大跌4.71%，爱奇艺下跌3.81%，阿里巴 巴下跌3.43%，理想汽车、百度等股跌幅均在2%上方；拼多多逆势收涨2.97%，贝壳上涨1.58%。 科技股延续分化，其中特斯拉大跌4.14%，超威公司下跌3.04%，苹果下跌1.83%，英伟达、谷歌、奈飞 等股均小幅收跌；高通逆势大涨3.48%，亚马逊上涨3.38%。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 COMEX黄金高开高走，截至收盘上涨1.03%报4505.7美元/盎司，盘中最低报4437.9美元/盎司，最高报 4508.3美元/盎司。 ...

Group 1 - The core viewpoint of the article is that Beike has launched the HQI quality score (Housing Quality Index) for rental properties, which aims to provide a more intuitive and reliable reference for users when selecting homes [1] - The HQI system has been rolled out in 78 cities across the country and has evaluated over 7.5 million housing units since its pilot in April 2025 [1] - High-scoring properties are categorized into three levels: "Diamond Good House," "Gold Good House," and "Silver Good House," enhancing the user experience in the rental market [1]

Core Viewpoint - The Federal Reserve officials signal a potential for further interest rate cuts, with expectations of a reduction exceeding 100 basis points this year, influenced by upcoming economic data trends [2][3][4]. Group 1: Federal Reserve Policy Signals - Federal Reserve Governor Milan anticipates that upcoming economic data will support the appropriateness of rate cuts, suggesting a reduction of over 100 basis points this year [3]. - Milan emphasizes that core inflation is nearing the Fed's target, and current policies are restrictive, potentially hindering economic growth [4]. - Richmond Fed President Barkin notes that after a cumulative cut of 75 basis points by 2025, rates will enter a neutral range, requiring a balance between full employment and inflation control [4][5]. Group 2: Economic Indicators and Market Reactions - Analysts predict that if the U.S. unemployment rate rises to 4.7% by December, the Fed may lower rates by 25 basis points this month [5]. - The upcoming non-farm payroll report is seen as a critical variable for determining the Fed's short-term policy direction [5]. - The overall risk balance for 2026 leans towards a weak labor market and further inflation decline, with a higher likelihood of rate cuts exceeding 60 basis points [5][6]. Group 3: Stock Market Performance - U.S. stock indices showed strong performance, with the Dow and S&P 500 reaching historical highs, and semiconductor stocks experiencing significant gains [2][8]. - Notable increases in semiconductor stocks include SanDisk soaring over 27%, Western Digital rising over 16%, and Micron Technology climbing over 10% [8]. - Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 2026, driven by AI demand and data center investments [8].

格隆汇1月6日丨贝壳-W(02423.HK)发布公告，2026年1月5日耗资350万美元回购61.6万股。 ...

Group 1 - The company Beike-W (02423) announced a share buyback plan on January 5, 2026, involving an expenditure of HKD 3.5 million [1] - The company will repurchase a total of 616,200 shares at a price range of HKD 5.61 to HKD 5.76 per share [1]