华润万象生活(01209)午后跌超9%，截至发稿，跌8.84%，报37.94港元，成交额3.41亿港元。 此外，公司副总裁王海民回应了近期物业费降价潮的问题。他表示，当前行业普遍面临降价呼声提高、 缴费意愿下降等问题，这本质是业主对信息对称、质价相符、需求响应、价值创造的诉求。物管行业确 实进入了调整期，长远看，我们觉得未来物管公司的商业模式的核心逻辑依然是价值创造。 消息面上，华润万象生活中期业绩，该集团取得收益人民币85.24亿元，同比增加6.54%；公司权益股东 应占溢利20.3亿元，同比增加7.44%；每股盈利89分，拟派发中期股息每股0.529元及特别股息每股0.352 元。公司首席财务官聂志章表示，公司上半年主动调整业务发展模式，更加强调利润贡献、盈利能力， 主动退出部分低质低效的项目，受此影响，上半年营业额增速为个位数，但同时提升了利润回报和毛利 率。 ...

现在围绕物业问题产生的冲突越来越多。 物业公司一边主动从一些小区"撤场"，引发行业对规模化增长和利润的担心，一边又发力在存量小区"拓盘"，频频与原物业公司爆发冲突。 01 7月初，武汉汉江区的远洋万和四季小区门口上演了一次两家物业的"大比武"。双方集结了超100人，对小区大门展开争夺。 冲突双方均为行业知名企业：万科物业、远洋物业。且规模较大，引起了相关部门关注。 图源：网络 随后，武汉市住房和城市更新局、武汉市江汉区住房和城市更新局、武汉市江汉区人民政府常青街道办事处介入该事件进行调查。 7月29日，武汉江汉区住房和城市更新局正式公布了调查结果：结论是："业主委员会组织投票期间，未按街道社区函告指导使用'武汉市业主决策电子投 票系统'，电话投票未准确核实业主身份，存在非业主投票和线下委托投票未经授权等情况。业主委员会截至2025年7月25日仍在补充提交召开业主大会过 程资料。" 图源：网络 官方调查还原出了引发冲突的关键原因：小区业委会组织投票更换物业，原物业远洋亿家质疑业主大会程序不合法，拒绝与中标物业（万科物业）对接。 业委会无视分歧，单方通知万科物业进场。7月初，万科物业在部分业主带领下试图接管小区， ...

Core Viewpoint - The recent wave of property fee reductions is primarily an adjustment of initial property fees rather than a widespread decrease in fees for existing communities [3][4][5] Group 1: Property Fee Reduction Trends - Over 100 residential communities in cities like Chongqing, Yinchuan, Qingdao, and Wuhan have seen property fees reduced by 20%-35% since 2024 [1] - In Shenzhen, luxury properties have negotiated reductions, with one property lowering fees from 9.9 yuan/sqm to 6.9 yuan/sqm starting May 1 [2] Group 2: Nature of Initial Property Fees - Initial property fees are set by developers to facilitate new home delivery and maintenance during the warranty period, typically two years [3] - These fees are often higher than market rates, as developers use their own property management companies to ensure smooth delivery and address homeowner concerns [4] Group 3: Market Dynamics and Government Intervention - The high initial property fees have historically provided strong cash flow for property management companies, which are often seen as "cash cows" in the real estate sector [4][5] - Government intervention has begun to standardize property fee pricing, with Chongqing implementing a government-guided pricing system for initial property fees, effective June 1, 2024 [6] Group 4: Implications of Fee Reductions - The reduction in property fees is seen as a response to the declining real estate market, where high fees are increasingly scrutinized by homeowners [5][9] - The ongoing debate about property fees reflects broader issues in community governance and the perceived value of services provided by property management companies [11][12] Group 5: Future of Property Management - The future of property management will likely involve a shift towards standardized service offerings and transparent pricing, allowing homeowners to choose services based on their needs and budget [16][22] - The concept of "good property management" is not solely defined by low fees but by the alignment of services with homeowner expectations and willingness to pay [22]