证券之星消息，1月21日房地产服务板块较上一交易日下跌0.63%，招商积余领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。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2.97亿元，游资资金净流入9643.49万元，散户 资金净流入2.01亿元。房地产服务板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002968 | 新大正 | 14.31 | 1.71% | 12.30万 | | 1.77亿 | | 600684 | 珠江股份 | 4.82 | 1.69% | 49.40万 | | 2.40亿 | | 603506 | 南都物业 | 14.34 | 0.99% | 4.95万 | 7097.83万 | | | 002188 | 中天服务 | 6.73 | 0.15% | 19.04万 | | 1.27亿 | | 600136 | ST明诚 | 1.67 | 0 ...

受市场对关税问题担忧影响，当地时间1月20日，美股三大指数集体收跌，道指跌1.76%，纳指跌2.39%。科技股遭遇抛 售，存储芯片板块则逆势上涨。"恐慌指数"VIX大涨超6%，避险情绪推动黄金价格继续向上突破4760美元/盎司，再度刷新 历史纪录。 据央视新闻报道，在被问及如果最高法院就关税问题作出不利裁决，是否会影响美国针对格陵兰岛的安全政策时，特朗普 表示，如果现行关税工具受限，他"可以使用其他方式"，例如通过"许可制度"等替代手段。 "恐慌指数"大涨 当地时间1月20日，美国三大股指全线收跌，科技股领跌拖累市场。道指跌1.76%，标普500指数跌2.06%，纳指跌2.39%。 科技股普遍承压，美国科技七巨头指数下跌3.06%，英伟达和特斯拉跌幅均超过4%。传统工业股同样表现疲软，3M公司跌 近7%，IBM跌超4%，领跌道指成分股。 存储芯片板块逆势走强。闪迪、美光科技盘中均创下历史新高，收盘分别上涨9.55%、0.62%。希捷科技收跌0.07%，盘中 同样刷新历史高点。 中概股多数下跌，纳斯达克中国金龙指数跌1.45%，中概科技龙头指数跌2.61%。小米集团-ADR跌超4%，腾讯控股- ADR、比亚迪（ ...

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净流入 游资净占比 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-20 | 2.07 | 1.47% | -625.36万 | -7.70% | -348.53万 | -4.29% | 973.89万 | 11.99% | | 2026-01-19 | 2.04 | 1.49% | -190.64万 | -3.81% | -41.75万 | -0.83% | 232.39万 | 4.65% | | 2026-01-16 | 2.01 | -1.95% | -1086.74万 | -16.59% | 3.07万 | 0.05% | 1083.67万 | 16.54% | | 2026-01-15 | 2.05 | -1.91% | -701.89万 | -7.55% | 427.98万 | 4.60% | 273.91万 | 2.95% | | 2026-01-14 | 60.7 | -1.42% | -1084.85万 | ...

针对这一问题，窝窝找房提出了以"AI+赋能"为核心的产品方向，并推出"窝窝找房"与"窝窝U+"两大平 台。窝窝找房面向C端用户，提供找房、看房、交易等居住服务；窝窝U+面向B端服务者（经纪人、店 东、合伙人）提供AI工具、培训体系与资源对接等支持，两者共同构成"平台+生态"的双轮驱动。（智 通财经记者 李晓青） 1月20日，在窝窝找房"AI重构居住"新生态战略发布会上，窝窝找房CEO靳毅表示，当下，房地产市场 正从增量扩张阶段转向存量重构阶段，整体市场规模依然庞大。未来3至5年，新房与二手房合计成交规 模预计仍将维持在约8.4万亿元水平，其中二手房成交占比已接近70%，行业结构正在发生深刻变化。 随着信息逐步透明、交易效率不断被压缩，单纯依赖信息差和交易规模的模式正在触及天花板。 靳毅表示，传统经纪人的专业成长路径往往依赖个人经验积累，培养周期长、不可规模化复制，这也是 行业服务水平参差不齐的重要原因。 ...

Group 1 - The real estate service sector increased by 4.46% on January 20, with Xin Dazheng leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the real estate service sector showed significant price increases, with Xin Dazheng rising by 7.57% to a closing price of 14.07 [1] Group 2 - The real estate service sector saw a net inflow of 344 million yuan from institutional investors, while retail investors experienced a net outflow of 224 million yuan [2] - Major stocks like "Wo Ai Wo Jia" had a net inflow of 24.5 million yuan from institutional investors, but a net outflow of 138 million yuan from retail investors [3] - "Te Fa Service" recorded a net inflow of 54.04 million yuan from institutional investors, while retail investors had a net outflow of 69.07 million yuan [3]

据交易所数据显示，截至1月20日午后一小时，大盘主力资金净流出878.96亿元。主力资金流入前十大板块分别为： 银行（14.63亿元）、工程建设（8.82亿 元）、 保险（6.28亿元）、 证券（5.71亿元）、 房地产开发（4.62亿元）、 物流行业（3.66亿元）、 化肥行业（3.49亿元）、水泥 建材（3.21亿元）、房地 产服务（2.89亿元）、 酿酒行业（2.72亿元）。 | 化肥行业 | 0.93 | 3.49亿元 | 盐湖股份 | | --- | --- | --- | --- | | 水泥建材 | 1.44 | 3.21亿元 | 海螺水泥 | | 房地产服务 | 1.05 | 2.89亿元 | 我爱我家 | | 酿酒行业 | 0.15 | 2.72亿元 | 泸州老窖 | *数据仅供参考，不构成投资建议 | 保险 | 0.48 | 6.28亿元 | 中国平安 | | --- | --- | --- | --- | | 证券 | 0.09 | 5.71亿元 | 国泰海道 | | 房地产开发 | 1.17 | 4.62亿元 | 合肥城建 | | 物本公儿 | -0 06 | 2 6617 = | 定 ...

化工产业链早间全线上涨，个股出现涨停潮，江天化学（300927）直线20%封板。 1月20日早盘，A股震荡调整，上证指数盘中一度跌破4100点，深证成指回试14000点支撑，创业板指跌破3300点，科创50也失守1500点。下跌个股 远多于上涨个股，成交保持平稳。 盘面上，房地产服务、航空机场、石油化工、白色家电等板块相对活跃，航天装备、玻璃玻纤、光伏设备、稀有金属等板块跌幅居前。 房地产产业链集体走强 房地产行业早间集体走强，房地产服务方向领涨，板块指数一度逆市大涨逾5%，开盘不到1小时成交就超过昨日全天成交。我爱我家临近午间收盘 直线涨停，招商积余、特发服务、世联行等涨幅居前。 58安居客研究院也指出，上海144平方米以上大户型新房的热销，印证了改善型需求的坚实韧性，而二手房市场观望情绪逐步消解，为价格企稳奠 定基础。 中银证券认为，流动性安全、重仓高能级城市、产品力突出的房企或更具备α属性。在新消费时代下，提前布局新业态、新模式、新场景的商业地 产公司，有望率先走出重围。 化工品掀涨价潮 化工产业链早间也全线上涨，聚氨酯方向领涨，板块指数逆市高开高走，放量大涨逾2%，创历史新高。沧州大化连续第2日涨停， ...

化工产业链早间全线上涨，个股出现涨停潮，江天化学(300927)直线20%封板。 1月20日早盘，A股震荡调整，上证指数盘中一度跌破4100点，深证成指回试14000点支撑，创业板指跌破3300点，科创50也失守1500点。下跌个股 远多于上涨个股，成交保持平稳。 盘面上，房地产服务、航空机场、石油化工、白色家电等板块相对活跃，航天装备、玻璃玻纤、光伏设备、稀有金属等板块跌幅居前。 中银证券认为，流动性安全、重仓高能级城市、产品力突出的房企或更具备α属性。在新消费时代下，提前布局新业态、新模式、新场景的商业地 产公司，有望率先走出重围。 化工品掀涨价潮 化工产业链早间也全线上涨，聚氨酯方向领涨，板块指数逆市高开高走，放量大涨逾2%，创历史新高。沧州大化连续第2日涨停，红宝丽盘中垂直 拉涨停，新乡化纤临近午间收盘触及涨停，卫星化学、泰和新材等涨幅居前。 房地产行业早间集体走强，房地产服务方向领涨，板块指数一度逆市大涨逾5%，开盘不到1小时成交就超过昨日全天成交。我爱我家临近午间收盘 直线涨停，招商积余、特发服务、世联行等涨幅居前。 水泥、装饰建材、租购同权、绿色建筑等相关板块也纷纷逆市上扬，大悦城、红棉股份、城 ...

Group 1 - The core point of the article highlights that I Love My Home achieved a transaction volume of 1.473 billion RMB, marking the highest level since April 28, 2025 [2] - The latest stock price of I Love My Home increased by 10.00%, with a turnover rate of 20.47% [2] - The previous trading day's total transaction volume for the stock was 398 million RMB [2] Group 2 - I Love My Home Holding Group Co., Ltd. was established on November 30, 1992, with a registered capital of 2.3555 billion RMB [2]

Investment Rating - The report maintains an "Overweight" rating for the real estate development and real estate services sectors [7]. Core Insights - The industry is still in a bottoming phase, with a focus on stabilizing the real estate market as indicated by the central economic work conference. The formation of a monetary easing environment through interest rate cuts and reserve requirement ratio reductions is expected to provide better macroeconomic support for the industry [2][4]. - The report recommends focusing on real estate companies with strong credit, good city locations, and quality products, referred to as the "three good" real estate stocks. Companies such as China Resources Land, China Overseas Development, and Longfor Group are highlighted as key investment opportunities [2][8]. - The cash flow situation of real estate companies remains a concern, with a significant year-on-year decline in funds received, particularly from personal mortgage loans and domestic loans [5][42]. Summary by Sections Real Estate Development - In December, real estate development investment saw a year-on-year decline of 36%, marking the largest monthly drop of the year. The annual investment amount decreased by 17% compared to the previous year [3]. - New construction and completion areas showed a narrowing decline, with new starts down 19% year-on-year in December, a reduction of 8 percentage points from November [3]. Sales Performance - December saw a 16% year-on-year decline in sales area and a 24% drop in sales amount, with cumulative annual declines of 9% and 13%, respectively. The average sales price for the year fell by 4.3% [4]. - The price index for new homes in 70 cities decreased by 3.0% year-on-year in December, while the second-hand housing price index fell by 6.1% [4]. Cash Flow Situation - In December, the funds received by real estate companies decreased by 27% year-on-year, with personal mortgage loans down by 39%. Domestic loans saw a significant decline of 45% [5][42]. - The report emphasizes the need for improvement in cash flow management among real estate companies, as the current situation remains challenging [5].