贝壳-W(02423.HK)9月25日耗资450万美元回购69.7万股 贝壳-W(02423.HK)9月23日耗资450万美元回购 70.9万股 相关事件 格隆汇9月25日丨贝壳-W(02423.HK)公告，2025年9月25日耗资450万美元回购69.7万股。 ...

贝壳-W(02423)发布公告，于2025年9月24日，该公司斥资450万美元回购69.72万股。 ...

智通财经APP讯，贝壳-W(02423)发布公告，于2025年9月24日，该公司斥资450万美元回购69.72万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年9月25日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 13). | 購回股份(或其他證券)但沒有註銷 | | 675,684 | % | USD | 6.6599 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年9月18日 | | | | | | 14). | 購回股份(或其他證券)但沒有註銷 | | 676,950 | % | USD | 6.6463 | | | 變動日期 | 2025年9月19日 | | | | | | 15). | 購回股份(或其他證券)但沒有註銷 | | 690,450 | % | USD ...

Group 1: Pharmaceutical Industry - The active pharmaceutical ingredient (API) industry has experienced a downturn over the past four years, with prices of various products, including sartans, heparins, and animal health products, reaching historical lows, leading to some leading companies operating at a loss [7][8][10] - In the first half of 2025, the API sector saw a decline in both revenue and net profit due to significant price drops in anti-infective products and increased R&D investments by some companies [7][10] - Domestic API companies are actively transitioning to innovative drug development, with several products in various clinical trial stages, indicating a shift towards higher-value offerings [7][10] Group 2: Real Estate Industry - The stabilization of housing prices is influenced by multiple factors, including monetary policy, supply-demand relationships, and economic expectations, rather than solely by population changes [3][12][15] - Analysis of housing price data from 70 cities shows that both new and second-hand housing prices have been in a downward trend since 2022, with a recent narrowing of year-on-year declines due to supportive policies [12][13] - Recommendations for investment focus on strong credit real estate companies with good fundamentals and leading product capabilities, as well as those benefiting from dual-driven residential and commercial real estate strategies [15] Group 3: IT Services Industry - The company is a leading player in the domestic IT services sector and a key partner of Huawei, with over 40% of its revenue derived from this partnership [4][17][20] - The company's cloud intelligence business is experiencing significant growth, and it is expected to benefit from the development of the HarmonyOS ecosystem and AI technologies [4][17][20] - Profit forecasts for 2025-2027 have been adjusted, with expected net profits of 564 million, 628 million, and 708 million yuan respectively, reflecting a strategic focus on AI and cloud services [4][17][20] Group 4: Alibaba Group - Alibaba is actively advancing its AI infrastructure and plans to increase investments, which is expected to accelerate growth in its cloud business [5][21][22] - The demand for AI infrastructure is exceeding expectations, with plans to invest 380 billion yuan in building AI infrastructure, significantly increasing the energy consumption scale of its global data centers by 10 times by 2032 [5][21][22] - The company aims to enhance its market position through comprehensive AI-driven strategies, including improvements in its e-commerce platform and cloud services [21][22][23]

智通财经APP讯，贝壳-W(02423)发布公告，该公司于2025年9月23日斥资450万美元回购70.88万股股 份，每股回购价格为6.27-6.43美元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年9月24日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | 是 | | | 證券代號 (如上市) | | 02423 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) ...

Core Viewpoint - The real estate market in China is transitioning into a "stock era," with an increasing proportion of second-hand housing transactions, leading to more rational consumer behavior and heightened expectations for service quality [1] Group 1: Company Initiatives - Beike (BEKE.US/02423.HK) launched the "True Guarantee" service assurance system in Tianjin, which includes 35 service commitments focusing on key areas such as "real housing sources," "fund safety," and "privacy protection" [1] - The platform has implemented three major commitments nationwide: "real housing sources, compensation of 100 yuan for false listings," "no-reason commission refund if the transaction fails," and "advance payment for property debts" [1][2] - Beike has established a 100 million yuan special guarantee fund to ensure quick compensation for consumers in compliant transactions that encounter losses [2] Group 2: Risk Management and Execution - Beike employs a mechanism of "1 standard + 2 capabilities + 100 million yuan guarantee fund" to streamline the transaction process and ensure effective execution of commitments [2] - The platform has achieved a cumulative compensation of 5.56 billion yuan across 376,000 cases from 2001 to August 2025 [2] - As of July 2025, Beike's platform has reached a fund custody ratio of 97.2%, with a cumulative guarantee fund scale of 0.75 trillion yuan [5] Group 3: Market Coverage and Future Plans - The "True Guarantee" commitments have been officially launched in 10 cities, including Zhengzhou, Wuhan, and Nanjing, with plans to expand to approximately 50 out of 76 targeted cities by next year [5] - Beike aims to reduce transaction risk from 0.1% to 0.0006% through strict process control and risk management [5] - The company believes that the "True Guarantee" will be a key competitive advantage in the stock era, enhancing brand image and building a trust-based moat [5]

早盘港股迎来反转，恒生指数高开高走后震荡上行，截至收盘上涨0.37%。其中内石油涨幅居前，内银 行、工商、公用、科技等紧随其后，内房地逆势小跌。 内房地深V反转，截至目前已回到中轴上方，小涨0.12%。不可能个股涨跌互现，其中建发国际、中国 海外、越秀地产等股小幅上涨；万物云、贝壳、碧桂园服务等股小幅下跌。 内容只是个人观点，仅供参考，不作为投资依据！欢迎关注交流，互相学习、共同探讨！ 内石油开盘后直线拉升，截至目前上涨1.56%。其中中海油服大涨1.95%，中国海油上涨1.96%，中国石 油、中国石化、中石炼化等股涨幅均在1%上方。 内银行止跌企稳，早盘低开高走，截至目前上涨0.89%。其中重庆农村商业银行大涨2.85%，邮储银 行、民生银行、交通银行、工商银行、中信银行等股多股涨幅均在1%上方。 ...

来源：第一财经 周一热门中概股多数收跌。阿里、百度涨近1%，拼多多、携程、理想、小鹏跌1%，京东、腾讯音乐跌 超3%，富途跌超5%，贝壳跌超2%，蔚来跌超6%。 ...