这笔借款以杨惠妍持有的碧桂园服务16.26%股份为抵押，年利率5%，还本付息方式为大股东偿付或以碧桂园服务的分红权还款。碧桂园服务 认为这是一笔双赢的交易，有助于大股东履行保交房承诺，也有利于自身获取高于银行利息的收益。 虽然碧桂园服务强调借款事项设置了多项保障措施，风险敞口得到有效控制，但资本市场还是有顾虑，当天该公司股价下跌了5.55%。 借钱给碧桂园保交房 公告显示，跟碧桂园服务订立借款合同的是必胜与Fortune Warrior，这两家公司都是由杨惠妍直接全资持有的。借款期限为5年，借款方可以在 期限内一次或多次在借款额度内循环提取借款。借款的抵押物是上述两家公司持有的碧桂园服务约5.44亿股股份。按5月6日碧桂园服务7.03港 元的收盘价计算，这部分股份的市值约38.24亿港元。 " 碧桂园又获得了一笔保交房资金。 中房报记者 曾冬梅丨广州报道 5月7日，碧桂园服务控股有限公司（以下简称"碧桂园服务"，06098.HK）透露与大股东杨惠妍控制的公司订立借款合同，向后者提供10亿元 循环借款，用于协助碧桂园集团加快交付进度。 ━━━━ 就当前的物业行业而言，关联交易无疑是一个敏感话题。碧桂园服务给大股 ...

智通财经APP获悉，中指物业研究发布的数据显示，2025年4月，中国物业服务TOP50企业新增合约面积约5225万平方米，头部企业规模持续扩张；新增 合约面积均值为104万平方米。其中，华润万象生活有限公司、上海永升物业管理有限公司、招商局积余产业运营服务股份有限公司规模扩张迅速，新增 合约面积超过350万平方米。 | 排名 | 企业名称 | 新增合约面积 (万平方米) | | --- | --- | --- | | | 华润万象生活有限公司 | 570 | | | 上海永升物业管理有限公司 | 475 | | ਤ | 招商局积余产业运营服务股份有限公司 | 370 | | 4 | 保利物业服务股份有限公司 | 311 | | 5 | 江苏银河物业管理有限公司 | 273 | | 6 | 绿城物业服务集团有限公司 | 250 | | | 碧桂园生活服务集团股份有限公司 | 207 | | | 金科智慧服务集团股份有限公司 | 199 | | ರ | 金茂物业服务发展股份有限公司 | 190 | | 10 | 龙湖物业服务集团有限公司 | 172 | | 11 | 中海物业管理有限公司 | 154 | | 12 ...

证券之星消息，根据天眼查APP数据整理，近日，新大正(武汉)物业管理有限公司成立，法定代表人为 傅俊，注册资本100万元，经营范围包含：一般项目：物业管理,市政设施管理,城乡市容管理,单位后勤 管理服务,医院管理,护理机构服务(不含医疗服务),家政服务,信息咨询服务(不含许可类信息咨询服务),商 业综合体管理服务,园林绿化工程施工,会议及展览服务,航空商务服务,日用百货销售,礼仪服务,建筑物清 洁服务,工程管理服务,节能管理服务,安全系统监控服务,航空运输货物打包服务,装卸搬运,专业保洁、清 洗、消毒服务,酒店管理,住房租赁,固体废物治理,污水处理及其再生利用,文化场馆管理服务,环保咨询服 务,管道运输设备销售,体育赛事策划,水资源管理,水污染治理,畜禽粪污处理利用,软件开发,计算机系统服 务,花卉绿植租借与代管理,病人陪护服务,白蚁防治服务,机械设备租赁,运输设备租赁服务,停车场服务,城 市公园管理,养老服务,洗染服务,消防技术服务,小微型客车租赁经营服务,租赁服务(不含许可类租赁服 务),餐饮管理,人力资源服务(不含职业中介活动、劳务派遣服务),环境卫生公共设施安装服务,林业有害生 物防治服务,技术服务、 ...

□ 通讯员黄楚钰张祎婕李加旭 4月29日上午，江苏连云港抽水蓄能电站项目在连云区云山街道正式启动建设，苏北地区首座抽水蓄能 电站由此拉开建设序幕。 作为省"十四五"规划的重要项目，连云港抽水蓄能电站总投资达86.6亿元，总装机容量120万千瓦，项 目建成后每年可增加地方税收约1.5亿元，是名副其实的经济社会发展"充电宝"。 "我们始终坚持项目为王的发展理念，自抽水蓄能电站项目核准以来，协助项目公司相继取得主管部门 关于用水、用林、环评等各类批复，基本完成征收安置工作，全力以赴做好开工建设服务保障。"云山 街道党工委副书记于进说。项目建设期间，将陆续提供各类就业岗位约5000个，拉动地方GDP超百亿 元。 重大项目的突破不是偶然。3月5日，云山街道举办了云山海洋科创园"1+8"项目集中签约活动。现场揭 牌了中国船舶科学研究中心上海分部连云区科创合作基地，并签署1个产学研合作项目以及8个产业项目 协议，计划总投资21.9亿元。"此次连云区科创合作基地的挂牌成立，将更好地帮助我们对接申报本地 人才政策，同时进一步增强连云区海洋产业新质竞争力，实现双方互利共赢。"云山街道党工委组织委 员盛大波说。 从苏北首座抽水蓄能 ...

以稳为主，支持转型 - 稳市场稳预期一揽子政策解读 20250507 摘要 • 央行降准 50BP 和降息 10BP 超预期，直接利好银行板块，降低公积金利 率及相关房地产配套政策亦使地产受益。增加科技创新和技术改造再贷款 及新设服务消费和养老再贷款，长期利好科技和内需消费。 • 中央汇金作为类平准基金，央行配合，国家队 ETF 净流入约 2,000 亿， 300 指数净流入最多，约 1,000 亿，显示监管托底意愿，稳定市场和提振 信心效果显著。扩大保险资金长期投资试点范围，利好红利板块。 • 公募基金新规，建立与经营业绩表现挂钩的浮动管理费收取机制，强化业 绩比较基准约束作用，引导基金经理配置向业绩比较基准靠拢，对沪深 300 指数及大盘风格有利。 • 策略组建议保持泛科技、内需及红利作为底仓配置，因一季度财报显示基 本面改善较好行业集中在科技与内需领域，且融资活跃度显示科技与内需 不拥挤，低利率环境下红利长逻辑依然有效。 • 降准释放 1 万亿流动性，有助于降低银行资金成本，支持银行加杠杆扩容， 对净息差有正面影响。引导 7 天逆回购利率下降预计将带动 LPR 下降，央 行维稳市场态度和信心，对银行板块 ...

物业费花哪儿了？小区电梯广告、快递柜收益进了谁的口袋？北京某小区九位业主因质疑物业账目"不 透明"，将物业公司告上法庭，要求公开物业合同、物业费收支、停车收益等明细。近日，北京市第三 中级人民法院作出判决，明确物业公司须依法公开物业费账单、水电费明细及公共收益。 最终，法院结合《北京市物业管理条例》的规定，支持了业主有关要求物业公司公布物业费收入和支出 情况、水电费收支详情、地下停车场共有部分的停车收益、电梯广告收益、丰巢快递柜收益、售卖零食 和饮料的自动贩卖机收益报告并提供查阅的诉讼请求，驳回了超出法定公布、查阅范围的其他诉讼请 求。 哪些物业内容应该公开？ "物业费到底花哪儿了？"这是一个困扰全国城镇居民多年的疑问，业主与物业的纠纷案件多与此有关。 新京报记者查询发现，2018年，江苏省扬州市某小区，某物业公司提供物业服务的过程中，管理不够规 范，从未公开小区公共区域财务收益情况，小区业主认为被告损害业主知情权，遂将物业公司起诉至法 院，要求物业公司公示小区公共区域收益情况。此外，福建泉州鲤城区某小区业主苏某等7人，也曾将 物业公司和业委会告上法庭，要求公布相关收支情况。 首都经济贸易大学京津冀房地产研究 ...

Group 1 - The company, Beijing Resources (00618), has entered into a partnership agreement with Suzhou Aozhe and Chongqing Jingjiahui to establish a partnership enterprise with a total capital contribution of RMB 100,010,000 [1][2] - The capital contributions are as follows: Suzhou Aozhe contributes RMB 10,000, the company contributes RMB 30 million, and Chongqing Jingjiahui contributes RMB 70 million [1][2] - The main purpose of the partnership enterprise is to invest in special opportunity assets and related collective investment tools, as well as to explore project opportunities related to the healthcare industry for ideal investment returns [1] Group 2 - The company being sold primarily engages in investment holding and includes 17 subsidiaries, with 7 actively involved in property development in China [2] - The partnership agreement will introduce a professional asset manager to oversee post-investment management, inventory clearance, and debt restructuring of existing property development projects [2] - The transaction is expected to significantly reduce the company's debt levels and improve its financial condition, aligning with the company's strategic focus on optimizing resource allocation towards more promising sectors such as healthcare and retail [2]

Group 1 - The overall performance growth has turned positive, with technology and certain cyclical sectors showing strong results, particularly in emerging technologies and the "two new" sectors driving growth in automotive, home appliances, and engineering machinery [1][2] - In Q1 2025, the net profit growth of the entire A-share non-financial sector improved to +4.7% year-on-year, driven by a significant reduction in expense ratios and stabilization of gross margins [2][4] - The technology sector, particularly AI hardware, continues to show strong growth, while cyclical industries like non-ferrous metals and chemicals also reported high growth rates [3][4] Group 2 - The real estate sector has seen some financial indicators improve, with a notable increase in dividend yields, indicating potential investment value [6][7] - In 2024, the revenue growth of key property companies was +4.2%, while profits continued to decline by -28.3%, highlighting a divergence in performance among different companies [7][8] - The average dividend yield for key property companies reached 5.04%, with three companies exceeding 10% [7][9] Group 3 - The food and beverage sector experienced a slowdown, with overall revenue growth of +2% and net profit growth of +4% in 2024, while Q1 2025 showed minimal growth [10][11] - The liquor segment remains stable, with high-end brands showing strong performance, while the consumer goods segment is seeing structural growth opportunities, particularly in snacks and beverages [11][12] - The dairy segment faced challenges, with a significant decline in revenue and profit in 2024, but showed signs of recovery in Q1 2025 [12][13] Group 4 - The beauty and personal care sector reported a revenue increase of 13% and a slight net profit increase of 0.2% in 2024, with individual segments like personal care showing significant growth [14][15] - The medical aesthetics segment is led by collagen products, while the cosmetics segment showed mixed performance, particularly in the Hong Kong market [15][16] - The sector is expected to benefit from product innovation and the rise of domestic brands, with a focus on long-term growth potential [14][16] Group 5 - The apparel and luxury goods sectors are facing mixed performance, with overseas sports brands showing strong revenue growth while luxury brands are under pressure [18][19] - The U.S. apparel retail market grew by 2.6% in 2024, with outdoor and high-end sports segments performing well [18][19] - The luxury goods sector is cautious about 2025, with many brands indicating limited price increases due to rising costs rather than for revenue generation [21][22] Group 6 - The semiconductor equipment and materials sectors are expected to benefit from increased capital expenditures in advanced processes, with significant growth projected for 2025 [30][31] - The semiconductor equipment sector reported a revenue increase of 27.01% in 2024, while the materials sector also showed robust growth [31][32] - The valuation of the semiconductor sector remains reasonable, with a focus on growth potential and the performance of leading companies [33] Group 7 - The optical industry is experiencing varied performance, with strong growth in the Apple supply chain while Android-related products face challenges [35][36] - Companies like Crystal Optoelectronics and Lantech Optical reported significant revenue growth in Q1 2025, driven by increased demand for specific products [35][36] - The automotive optical segment showed stable performance, with some companies reporting growth despite seasonal challenges [36] Group 8 - The computer industry is showing signs of recovery, with an increase in the number of companies reporting positive revenue and profit growth in Q1 2025 [38][39] - The overall revenue for the computer sector in 2024 was 12,693.99 billion, with a notable recovery in Q1 2025 [39][40] - Large-cap companies are performing more steadily compared to mid and small-cap companies, with AI and energy IT sectors showing significant recovery [40][41]

Group 1: Industry Overview - The property management industry is experiencing a slowdown in managed scale growth, with a focus on improving project quality as leading companies exit low-quality projects and businesses [1][5] - By the end of 2024, the managed scale of China's property management industry is expected to reach 314.1 billion square meters, representing a year-on-year growth of 4% and a compound annual growth rate of 4.9% from 2020 to 2024 [1] - The top 100 property management companies have seen a continuous decline in managed area growth for three consecutive years, with the managed area ratio dropping to 1.27 [1] Group 2: Financial Performance - Since 2021, the revenue growth of the top 100 property management companies has aligned with the growth in managed area, although revenue growth has decreased to single digits [2] - Among 18 sample property management companies, 11 are expected to see year-on-year revenue growth or reduced losses in 2024, with gross and net profit margins at their lowest levels in three years [2] - The overall cash position remains relatively strong, with a year-on-year decline of 1.4% in total bank deposits and cash, while the dividend payout ratio remains stable [2] Group 3: Future Opportunities - The concept of "good houses and good services" is becoming a core competitive advantage, prompting property management companies to launch new products and services to capture market share [3] - The AI era presents opportunities for property management companies to upgrade hardware and management software, leading to cost savings and improved management efficiency [3] - Urban renewal and old community renovation policies are expected to create opportunities for property management companies to enhance profitability in low-priced projects [3] Group 4: REITs Market Trends - Since early 2025, China's public REITs market has shown significant structural differentiation, with counter-cyclical sectors performing strongly while pro-cyclical sectors face pressure [4] - The CSI REITs total return index has increased by 8.5% year-to-date, but there are notable differences among sub-sectors [4] - The REITs market is expected to continue expanding and differentiating, driven by policy normalization and diversification of asset types, with a focus on new infrastructure and smart city projects [4] Group 5: Investment Recommendations - The property management industry is shifting from scale expansion to a focus on service quality, with companies that provide high-quality services and value-added offerings likely to receive better support and development [5] - Recommended stocks include comprehensive development companies with a high proportion of non-residential business and lower reliance on real estate, such as China Resources Mixc Lifestyle, Greentown Service, and China Merchants Jinling [5] - Companies with strong sales and land acquisition capabilities in the real estate sector, such as Binjiang Service and Jianfa Property, are also highlighted [5]

| | ☐特定对象调研 ☐分析师会议 | | --- | --- | | 投资者关系活 | ☐媒体采访 业绩说明会 | | 动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他 | | 参与单位名称 | 通过"价值在线"参与公司2024年度网上业绩说明会的投资者 | | 及人员姓名 | | | 时间 | 2025年5月7日15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待 | 总经理崔平先生，独立董事车晓昕女士,财务总监戴志伟先生， | | 人员姓名 | 董事会秘书任俊霏女士，财务经理刘杰女士 | | 1. | 物业管理服务业务的增长主要得益于哪些方面？ | | | 答:尊敬的投资者您好，2024年营业收入增长主要得益于综 | | | 合物业管理服务板块的贡献。2024年公司进一步聚焦优势领域， | | 投资者关系活 | 深耕企业园区综合设施管理服务（IFM）业务，巩固提升存量项 | | | 目，推进多元化战略布局。感谢您对公司的关注！ | | 动主要内容介 | 2.请问公司分红方面有什么计划？ ...