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绿城服务(02869)12月11日斥资191.55万港元回购43.2万股
智通财经网· 2025-12-11 09:09
智通财经APP讯,绿城服务(02869)发布公告,于2025年12月11日,该公司斥资191.55万港元回购43.2万 股股份,每股回购价格为4.38-4.47港元。 ...
中国绿发举办“向新出发”品牌开放日活动
Xin Lang Cai Jing· 2025-12-11 05:53
12月10日,中国绿发举办首届品牌开放日活动,以"向新出发"为主题,通过实地探访、核心发布、深度 交流等形式,从品牌革新、科技创新、生态焕新等多个维度,全面展现中国绿发在不同领域的阶段性成 果与前瞻性布局。中国绿发董事、党委副书记、总经理蓝海,人民日报文化传媒有限公司副总经理郝立 鹏,国资报告总经理李煜萍致辞,中国绿发党委委员、工会主席孙文燕主持活动。 △人民日 报文化传媒有限公司副总经理郝立鹏致辞。 △中国绿 发董事、党委副书记、总经理蓝海致辞。 △国资报 告总经理李煜萍致辞。 △中国绿 发党委委员、工会主席孙文燕主持活动。 来自人民日报、新华社、中央广播电视总台、求是杂志、光明日报、经济日报、学习时报、科技日报等 50余家主流媒体走进中国绿发,深入一线了解企业推动高质量发展的实践路径,共同见证绿色发展理念 在新能源、房地产、文化旅游、新兴科技等多场景下的生动落地。 △中国绿 发品牌开放日活动现场。· "十四五"是中国绿发从零起步、全面深化改革的五年,也是蹄疾步稳、加快高质量发展的五年。聚焦主 责主业,中国绿发深入推进国有资本布局优化和结构调整,形成了以新能源、房地产、文化旅游、现代 商业、物业服务和战略性 ...
华润万象生活(01209):核心业务贡献占比持续提升,维持买入评级
Zhao Yin Guo Ji· 2025-12-11 02:19
Investment Rating - The report maintains a "Buy" rating for China Resources Vientiane Life (1209 HK) [1][9] Core Views - The shopping center segment has become the absolute profit pillar for the company, showing operational capabilities far exceeding peers. Retail sales from January to September increased by 20-25% year-on-year, compared to a 3.0% increase in social retail sales. During the National Day period, retail sales rose by 25%, significantly outperforming the 10.2% increase in key shopping districts in Shanghai [1][9] - The target price has been raised by 18% to HKD 51.84, based on an increase in the target PE multiple by 5% to 23x and rolling the valuation to 2026 [1][3][9] Financial Summary - Sales revenue (in million RMB) is projected to grow from 14,767 in FY23A to 21,172 in FY27E, with year-on-year growth rates of 22.9%, 15.4%, 6.5%, 8.5%, and 7.5% respectively [2][10] - Net profit (in million RMB) is expected to increase from 2,928.7 in FY23A to 5,169.5 in FY27E, with growth rates of 32.8%, 23.9%, 15.3%, 11.8%, and 10.4% [2][10] - The company maintains a 100% dividend payout ratio, with a projected dividend yield of 4.4%, making it attractive among state-owned enterprises [9][10] Business Segment Performance - The shopping center segment's gross profit contribution reached 56.3% in the first half of FY25, with expectations for revenue and gross profit growth rates of 18% and 27% respectively in FY25, driven by a significant increase in gross margin [9] - The property management segment is focusing on third-party expansion, with a target annual contract amount of approximately RMB 1 billion, having completed nearly RMB 800 million by September [9] Market Position - The company is expected to achieve a profit contribution from the shopping center segment of nearly 60% by FY25, reflecting a 5 percentage point increase [1][9] - The current market capitalization is approximately HKD 97.39 billion, with a free float of 27.7% [4][5]
中国绿发举办首届品牌开放日活动
Zhong Guo Jing Ji Wang· 2025-12-11 01:41
12月10日,中国绿发举办首届品牌开放日活动。活动以"向新出发"为主题,从品牌革新、科技创新、生态焕新等角度展示中国绿发在不同领域的阶段性成果 与前瞻性布局。 中国绿发品牌开放日活动现场 "十四五"期间,中国绿发深入推进国有资本布局优化和结构调整,形成了以新能源、房地产、文化旅游、现代商业、物业服务和战略性新兴产业为主的全国 性产业布局。新能源产业规模效益实现质的跨越,装机规模增长近10倍,跻身行业前列;房地产业保持健康稳定并持续探索转型升级;文旅商业物业产业经 营质效提升,打造了集旅游度假、美好生活、健康养老、商务生产于一体的文旅商业体系;成立7家科技公司,布局液态空气储能、自同步电压源友好并网 等一批新技术、新产业(300832)。 活动现场,中国绿发发布品牌战略规划,解读品牌体系及战略模型,明确下一阶段品牌建设方向、路径与重点举措。品牌体系方面,构建了以"中国绿发"主 品牌为统领,六大产业品牌为支撑,多元产品、服务品牌协同发展,层级清晰、协同联动的"1+6+N"品牌架构。同时,提出"绿立方"品牌战略模型。 中国绿发介绍了旗下华美胜地产品品牌,该品牌汇聚顶级绿水青山资源,深度融合优质自然资源与前瞻性规划理 ...
远洋服务发布公告披露持续关联交易
Xin Lang Cai Jing· 2025-12-10 13:56
Corporate Developments - Ocean Service announced the signing of a continuous related transaction agreement for the period from 2026 to 2028, covering property management, pre-delivery services, consulting, and other value-added services, as well as some exempt transactions related to property leasing. The agreement requires approval from independent shareholders at a special meeting [1][14]. New Land Projects - On December 9, a total of 280 new land projects were added in key cities, with a planned construction area of 13.68 million square meters. This includes 96 residential projects, 52 commercial office projects, 107 industrial projects, and 25 other types of projects. Notably, Chongqing had the highest number of new projects at 52. The largest planned project is located in Wuhan's Xinzhou District, covering an area of 319,969 square meters, with a transaction floor price of 1,973 yuan per square meter [2][15]. Market Research - On December 9, a total of 2,578 property-related tender notices were published in key regions such as Beijing-Tianjin-Hebei and Guangdong-Hong Kong-Macao. Non-residential properties accounted for a significant portion, with 2,425 tender projects. Among non-residential categories, office property tender notices were the most numerous at 1,270. A noteworthy project is the sanitation service project for Xi'an Chanba International Port, with a budget of 82.6365 million yuan [5][22]. Capital Market Dynamics - On December 10, the Hang Seng Index closed up by 106.55 points, an increase of approximately 0.42%, closing at 25,540.78 points. Among 61 listed property service companies in Hong Kong, 17 saw an increase in stock price. Zhong An Smart Life led the gains with a rise of 3.54% [7][23]. - The average market capitalization of the 61 listed property companies in Hong Kong was 4.297 billion HKD. As of the close, seven property service companies had a total market capitalization exceeding 10 billion HKD. China Resources Mixc Life was the largest with a market cap of 97.371 billion HKD, followed by Wanwu Cloud at 22.894 billion HKD and Country Garden Services at 20.930 billion HKD. The average price-to-earnings ratio for these companies was 9.89 times, with DeShang Property Investment Services having the highest at 70.04 times [7][23].
碧桂园服务(06098)12月10日斥资2921.95万港元回购468.4万股
智通财经网· 2025-12-10 09:56
智通财经APP讯,碧桂园服务(06098)发布公告,于2025年12月10日该公司斥资2921.95万港元回购468.4 万股,回购价格为每股6.19-6.26港元。 ...
绿城服务(02869)12月10日斥资189.04万港元回购43万股
智通财经网· 2025-12-10 09:16
智通财经APP讯,绿城服务(02869)发布公告,于2025年12月10日,该公司斥资189.04万港元回购43万 股。 ...
海南“十五五”规划建议:因城施策增加改善性住房供给,更好满足刚性和多样化改善性住房需求
Cai Jing Wang· 2025-12-10 04:37
实施物业服务质量提升行动。 其中提到,健全多元保障体系。加快发展多层次、多支柱养老保险体系,逐步提高城乡居民基础养老 金。健全多层次医疗保障体系,深入实施基本医疗保险全民参保计划,全面推进医保基金即时结算改 革,加强医疗保障定点医药服务资源规划。扩大失业、工伤保险覆盖面。扩大社会保险参保范围,提高 灵活就业人员、农民工、新就业形态人员参保率。加强社会保险与社会救助、职工互助社会福利制度衔 接。完善空巢老人、困境儿童、残疾人等群体服务保障体系。促进和规范公益慈善事业发展。加强殡葬 基础设施建设和服务管理。保障妇女儿童合法权益。加强退役军人服务保障。做好蔬菜等生活物资保供 稳价工作。加快构建房地产发展新模式,优化保障性住房供给,因城施策增加改善性住房供给,更好满 足刚性和多样化改善性住房需求。实施物业服务质量提升行动。 12月10日,海南省发布《中共海南省委关于制定国民经济和社会发展第十五个五年规划的建议》。 ...
今年前11个月办理离境退税的境外旅客数量同比增长285%|首席资讯日报
Xin Lang Cai Jing· 2025-12-09 13:41
1.美团入股消费级外骨骼企业极壳科技 企查查APP显示,近日,极壳科技(上海)有限公司发生工商变更,新增美团旗下成都龙珠股权投资基 金合伙企业(有限合伙)等为股东,同时注册资本增至248.52万元。企查查信息显示,该公司成立于 2021年,经营范围包含:从事智能科技、机器人科技、电子科技、生物科技、计算机信息科技领域内的 技术服务等。公开信息显示,极壳科技是一家消费级外骨骼企业。 2.国家税务总局:今年前11个月办理离境退税的境外旅客数量同比增长285% 据央视新闻,12月8日,国家税务总局在例行新闻发布会上公布数据。今年前11个月,办理离境退税的 境外旅客数量同比增长285%,退税商品销售额和退税额同比增长98.8%。 3.国家税务总局:严禁平台企业向各类"小哥"等人员转嫁涉税义务增加其负担 12月8日,在国家税务总局举行的例行新闻发布会上,国家税务总局征管和科技发展司司长练奇峰表 示,今年6月,国务院公布了《互联网平台企业涉税信息报送规定》。目前已有超过7000家境内外平台 企业积极履行了涉税信息报送义务。练奇峰表示,规定实施后,平台内从事配送、运输、家政等便民劳 务活动的人员,无需报送其收入信息。平台不 ...
珠江股份:12月9日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-09 11:47
每经头条(nbdtoutiao)——处方药变"瘾品":国内首次报告普瑞巴林滥用致成瘾病例,网络平台暴 露"无病历可购药"漏洞,列管与否尚需科学考量 截至发稿,珠江股份市值为39亿元。 (记者 曾健辉) 每经AI快讯,珠江股份(SH 600684,收盘价:4.55元)12月9日晚间发布公告称,公司第十一届2025年 第十一次董事会会议于2025年12月9日在广州市越秀区环市东路371-375号世贸中心大厦南塔11楼第一会 议室以现场方式召开。会议审议了《关于选举董事的议案》等文件。 2024年1至12月份,珠江股份的营业收入构成为:物业服务占比70.43%,文体运营业务占比23.95%,房 地产业占比4.66%,物业出租及管理占比0.74%,其他业务占比0.21%。 ...