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贝壳:第二季度净收入260亿元,非房交易业务占比升至41%
Xin Jing Bao· 2025-08-26 14:50
二季度,存量房业务GTV达到5835亿元,同比增长2.2%;新房业务GTV达到2554亿元,同比增长 8.5%;家装家居业务净收入达46亿元,同比增长13%;房屋租赁服务净收入达57亿元,同比增长78%。 二季度,贝壳非房产交易服务业务的净收入占总净收入比例达到41%,占比创历史新高。 据悉,2025年二季度,贝壳回购金额约2.5亿美元。今年上半年,贝壳累计斥资约3.94亿美元用于股票回 购,回购股数占2024年末已发行总股本的约1.7%。自2022年9月回购计划启动以来,截至2025年二季度 末,贝壳累计回购金额达20.2亿美元,累计回购股数约占回购计划启动前已发行总股本的10.3%。 新京报贝壳财经讯 (记者袁秀丽)8月26日,贝壳发布2025年第二季度财务业绩。报告期内,贝壳总交 易额(GTV)8787亿元,同比增长4.7%;净收入260亿元,同比增长11.3%;净利润为13.07亿元,经调 整净利润为18.21亿元。 与此同时,贝壳宣布已获董事会批准对现有股份回购计划进行进一步扩大及延长,回购授权由30亿美元 增加至50亿美元,回购计划期限延长至2028年8月31日。 ...
贝壳财报:第二季度净收入达260亿元,同比增长11.3%
Xin Lang Cai Jing· 2025-08-26 11:11
来源:证券时报e公司 随着"一体三翼"战略深入推进,提质增效驱动业务更可持续增长,贝壳持续丰富美好居住供给。二季 度,存量房业务GTV达到5835亿元,同比增长2.2%;新房业务GTV达到2554亿元,同比增长8.5%。家 装家居业务净收入达46亿元,同比增长13%;房屋租赁服务净收入达57亿元,同比增长78%。二季度, 贝壳非房产交易服务业务的净收入占总净收入比例达到41%,占比创历史新高,构建出多元增长格局。 人民财讯8月26日电,8月26日,贝壳(NYSE:BEKE;HKEX:2423)发布2025年第二季度财务业绩。报告 期内,贝壳总交易额(GTV)8787亿元(人民币,下同),同比增长4.7%,净收入达到260亿元,同比 增长11.3%,净利润为13.07亿元,经调整净利润为18.21亿元。 ...
聚焦品质增长,夯实效率驱动 贝壳2025年二季度净收入260亿元
Mei Ri Jing Ji Xin Wen· 2025-08-26 10:39
8月26日,科技驱动的一站式新居住服务平台贝壳(NYSE:BEKE;HKEX:2423)发布2025年第二季度财 务业绩。得益于精细化深度运营、科学管理等一系列举措,贝壳取得稳健的发展成果。报告期内,公司 实现总交易额(GTV)8,787亿元(人民币,下同),同比增长4.7%;净收入达到260亿元,同比增长 11.3%;净利润为13.07亿元,经调整净利润为18.21亿元。二季度,贝壳非房产交易服务业务的净收入 占总净收入比例达到41%,占比创历史新高,构建出多元增长格局。 ...
我爱我家修订回购股份管理制度 规范回购行为维护多方权益
Xin Lang Cai Jing· 2025-08-26 10:15
登录新浪财经APP 搜索【信披】查看更多考评等级 2025年8月25日,我爱我家控股集团股份有限公司召开第十一届董事会第十二次会议,审议修订了《回 购股份管理制度》。此次修订旨在进一步规范公司回购股份行为,切实维护投资者和公司合法权益,促 进公司规范运作。 适用情形与基本要求明确 该制度明确了适用回购股份的情形,包括减少公司注册资本、用于员工持股计划或股权激励、用于转换 可转换公司债券以及为维护公司价值及股东权益所必需等。其中,为维护公司价值及股东权益所必需的 情形需符合特定条件,如公司股票收盘价格低于最近一期每股净资产等。 在回购股份的基本要求方面,规定公司股票上市需已满六个月(因维护公司价值及股东权益且减少注册 资本的情形除外),最近一年无重大违法行为,回购后需具备持续经营能力和债务履行能力,股权分布 应符合上市条件等。同时,明确了回购可采取集中竞价交易、要约等方式,并对回购资金来源、数量规 模、价格区间、实施期限等作出详细规定。 实施程序与信息披露严格规范 回购股份的实施程序严谨。享有提案权的提议人可向董事会提议回购,提议应明确具体。公司收到提议 后需尽快召开董事会审议并公告相关内容。董事会要充分评估公 ...
我爱我家(000560.SZ):上半年净利润3840.02万元 同比增长30.80%
Ge Long Hui A P P· 2025-08-26 09:55
格隆汇8月26日丨我爱我家(000560.SZ)公布2025年半年度报告,上半年公司实现营业收入56.58亿元,同 比下降2.69%;归属于上市公司股东的净利润3840.02万元,同比增长30.80%;归属于上市公司股东的扣 除非经常性损益的净利润4991.72万元;基本每股收益0.0163元。 ...
我爱我家: 关于召开2025年第一次临时股东大会的通知
Zheng Quan Zhi Xing· 2025-08-26 09:22
证券代码:000560 证券简称:我爱我家 公告编号:2025-035 号 其中,通过深圳证券交易所交易系统进行网络投票的时间为:2025年9月12 日9:15—9:25,9:30—11:30,13:00—15:00;通过深圳证券交易所互联网投票 系统投票的时间为:2025年9月12日9:15至15:00期间的任意时间。 除现场表决外,公司将通过深圳证券交易所交易系统和互联网投票系统 (http://wltp.cninfo.com.cn)向公司股东提供网络形式的投票平台,股东可 以在网络投票时间内通过上述系统行使表决权。同一表决权只能选择现场投票或 网络投票中的一种表决方式。如果同一表决权出现重复投票表决的,以第一次投 票表决结果为准。 我爱我家控股集团股份有限公司 关于召开 2025 年第一次临时股东大会的通知 本公司及除独立董事常明先生外的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。 经我爱我家控股集团股份有限公司(以下简称"公司"或"我爱我家")2025 年8月25日召开的第十一届董事会第十二次会议审议通过,公司决定于2025年9 月12日采取现场投票和网络投 ...
北京楼市新政,地产投资机会怎么看?
2025-08-11 01:21
Summary of Conference Call on Beijing Real Estate Policy Industry Overview - The conference call discusses the real estate market in Beijing, with implications for Shanghai and Shenzhen as well. The focus is on the new policies aimed at revitalizing the real estate sector due to declining transaction volumes and land sales issues [1][4][5]. Key Points and Arguments 1. **Beijing's New Real Estate Policy**: The policy allows families outside the Fifth Ring Road to purchase an unlimited number of homes, and it relaxes public housing fund policies, increasing loan limits for second homes from 1 million to 1.4 million [3][10]. 2. **Reasons for Policy Implementation**: The primary reasons for the new policy include poor land sales performance and a significant drop in second-hand home transactions, which fell below the critical threshold of 15,000 units in July [4][8]. 3. **Impact on Market Dynamics**: The new policy is expected to stimulate demand from high-net-worth individuals and improve market conditions, shifting the investment logic from preemptive buying to a recovery phase [5][18]. 4. **Investment Recommendations**: The call recommends focusing on "I Love My Home" (a second-hand housing agency) and "New Town Holdings" (commercial real estate), predicting over 50% and potential doubling in stock prices, respectively [6][20]. 5. **Commercial Real Estate Opportunities**: With declining interest rates, commercial real estate is seen as a significant investment opportunity, with companies like New Town Holdings and China Resources Land highlighted as key players [19][21]. 6. **Market Performance Comparison**: In July, Beijing's second-hand home transactions dropped to 12,784 units, while Shanghai maintained a stronger performance with 19,337 units sold [7][11]. 7. **Future Policy Directions**: Future policies may include further relaxations in purchase restrictions, public housing fund policies, and adjustments to land supply to stimulate market activity [13][14]. Additional Important Insights - **Regional Focus**: Areas such as Haidian and Changping near the Fifth Ring Road are expected to benefit significantly from the new policies due to their strong purchasing power [9][12]. - **Long-term Market Outlook**: While short-term effects are anticipated, the long-term outlook suggests a continued divergence in market performance across different regions, with only select areas showing substantial recovery [11][12]. - **Potential for Further Policy Changes**: The call indicates that both Shanghai and Shenzhen are likely to follow suit with their own policy adjustments, albeit with different approaches and timelines [2][15][16][17]. This summary encapsulates the key discussions and insights from the conference call regarding the real estate market in Beijing and its implications for the broader industry.
成都优化调控政策,新房、二手房成交持续回落
Xiangcai Securities· 2025-07-27 10:30
Investment Rating - The industry investment rating is maintained as "Buy" [1] Core Viewpoints - The report highlights that Chengdu has optimized its housing fund loan policies and canceled sales restrictions, aiming to promote a stable and healthy development of the real estate market [3][9] - The supply side focuses on improving quality and revitalizing existing stock, with measures to promote balanced regional development and enhance living conditions in non-core areas [3][9] - The demand side has seen a reduction in the down payment ratio for second homes and a phased cancellation of sales restrictions, which is expected to stimulate market activity [4][10] Weekly Data Tracking - New home transactions in 30 major cities showed a week-on-week increase of 22.6% but a year-on-year decrease of 8.5%, indicating ongoing pressure in the market [5][11] - Second-hand home transactions also faced challenges, with a year-on-year decline of 7.1% in the latest week, marking the first negative growth this year [5][11][12] Investment Suggestions - The report suggests focusing on two main areas for investment: leading real estate companies with strong land acquisition capabilities and well-structured land reserves, such as Poly Developments, and top real estate agencies benefiting from active second-hand home transactions, like I Love My Home [6][22]
房地产行业周报:城市发展转向存量提质增效,需求下行仍需政策支持-20250720
Xiangcai Securities· 2025-07-20 11:51
Investment Rating - The industry investment rating is maintained at "Buy" [1] Core Viewpoints - Urban development is transitioning to a focus on improving existing stock and efficiency, with a need for policy support as demand continues to decline [3][4] - The recent Central Urban Work Conference highlighted the shift from rapid urbanization to stable development, emphasizing high-quality urban renewal and targeted improvements rather than large-scale expansion [3][4][9] Summary by Sections Policy Tracking - The Central Urban Work Conference held on July 14-15, 2025, marked a significant shift in urban development strategy, focusing on quality over quantity and setting goals for the next decade [3][4][9] - Emphasis on tailored, localized approaches to urban development, aiming for modern, resilient, and beautiful cities [4][9] Market Performance - New housing sales in 30 major cities saw a weekly transaction area of 119 million square meters, reflecting a year-on-year decline of 28% and a month-on-month decline of 14% [5][10] - Cumulative sales from January to July 2025 showed a 5.6% year-on-year decrease across major cities, with first-tier cities experiencing a slight increase while second and third-tier cities faced significant declines [5][10] Investment Recommendations - The report suggests that the "stop the decline and stabilize" policy remains unchanged, with ongoing demand pressures requiring policy support [6][19] - Key investment directions include focusing on leading real estate companies with strong land acquisition capabilities and well-structured land reserves, as well as top real estate agencies benefiting from active second-hand housing transactions [6][19]
新房、二手房成交继续放缓,政策出台必要性提升
Xiangcai Securities· 2025-07-13 08:51
Investment Rating - The industry investment rating is maintained as "Buy" [1] Core Views - New and second-hand housing transactions continue to face downward pressure, highlighting the necessity for policy intervention [4][5] - The Beijing government has emphasized optimizing housing supply and enhancing consumption through a new action plan, focusing on land supply and housing fund policies [3][8] - The report anticipates that July will be a critical period for policy announcements, with the real estate sector entering a phase of policy-driven market dynamics [10] Summary by Sections Policy Tracking - The Beijing government issued a plan to boost consumption, aligning with previous housing policies, focusing on optimizing land supply and enhancing the housing supply system [3][8] - The plan includes measures to support housing fund withdrawals for down payments and promote smart community developments [3][8] Weekly Data Tracking - New housing transactions in 30 major cities reached 1.37 million square meters in the week ending July 11, down 20% year-on-year and 48% month-on-month [4][9] - Second-hand housing transactions in 13 cities were 1.43 million square meters, reflecting a 12.8% year-on-year decline [4][9] Investment Recommendations - The report suggests focusing on leading real estate companies with strong land acquisition capabilities and well-structured land reserves, such as Poly Developments [6][21] - It also recommends monitoring top intermediary firms benefiting from active second-hand housing transactions, like I Love My Home [6][21]