永升服务(01995)发布公告，于2025年12月16日斥资33.4万港元回购20万股。 ...

格隆汇12月16日丨新大正(002968.SZ)公布2025年半年度权益分派实施公告,公司拟以利润分配实施时股 权登记日总股本(扣除回购专户持有股份数)为基数,向全体股东每10股派发现金红利1.50元(含税),不送红 股,不以公积金转增股本。以此核算,公司拟派发现金红利约3363.46万元(含税)。 ...

近日，广州家政服务领域品牌 OK 家政与知名物业机构美林物业正式达成深度合作。OK 家政以 "便民 惠民、品质服务" 为核心，通过在美林海岸、美林湖畔投放广告、开展系列便民活动等多重举措，将 OK 家政的高品质服务精准触达美林海岸、美林湖畔业主，构建 "场景 + 服务" 的便民生态，共同打造 社区服务新标杆。 一、双强实力背书，共筑合作基石 作为本次合作的双方，OK 家政与美林物业均在各自领域拥有深厚的行业积淀与强劲的资源优势，为合 作的深度落地提供了坚实保障。 OK家政凭借标准化服务体系、多元化服务产品与前沿科技革新，为用户带来全新家政服务体验。OK家 政构建了涵盖OK保洁、OK保姆、OK育婴、OK月嫂、OK养老等全场景的服务矩阵，满足不同用户的 多样化需求。在科技赋能方面，OK家政自主研发智能服务平台，革新传统找保姆模式 —— 不管是找保 姆、用保姆，都可以通过系统管理阿姨：阿姨资源多，服务有计划，买菜有账单，工资自动算，让雇主 生活从容，游刃有余！同时，OK保洁坚持无预存模式，从根源上杜绝资金风险；更以 "不满意重做" 的 承诺，彰显对服务质量的绝对自信。此外，OK 家政建立严格的服务人员筛选与培训体系 ...

每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ （记者 曾健辉） 截至发稿，新大正市值为25亿元。 每经AI快讯，新大正（SZ 002968，收盘价：11.17元）12月16日晚间发布公告称，公司拟以利润分配实 施时股权登记日总股本为基数，向全体股东每10股派发现金红利1.5元（含税），不送红股，不以公积 金转增股本。股权登记日为2025年12月23日。除权除息日为2025年12月24日。 2025年1至6月份，新大正的营业收入构成为：物业管理及服务占比99.87%，其他业务占比0.13%。 ...

天眼查App显示，近日，广东冠晟工贸有限公司成立，法定代表人为朱子杰，注册资本500万人民币， 经营范围为一般项目：塑料制品销售；纸和纸板容器制造；纸制品制造；纸制品销售；塑料制品制造； 普通货物仓储服务（不含危险化学品等需许可审批的项目）；装卸搬运；国内货物运输代理；物业管 理。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

在我国城市化进程中，大量建成年代久远、规模偏小、分布零散的"老、小、散"小区，普遍面临物业服 务缺位、成本失衡、治理低效的困境，并引发一系列基层治理难题。 日前，上海市杨浦区定海路街道创新推出的"团购物业"模式，以党建为引领，通过资源整合与机制创 新，为全国老旧小区治理提供了可复制、可推广的实践样本。 定海路街道的"团购物业"模式，核心思路是打破单个小区"单打独斗"的治理壁垒，通过区域整合形成规 模效应，激活市场活力。该街道75.76%的小区建于2000年以前，有31个小区长期依赖托管物业托底， 平均每月0.18元/平方米的物业费仅能维持应急维修，日常保洁、秩序维护等基础服务严重缺失。 面对这一困境，街道创新性地将12个位置相近的试点小区整合为"物业服务综合体"，通过批量采购提升 议价能力，既让物业企业有利可图，又让居民以合理价格享受优质服务，实现了多方共赢。 这套模式依赖于构建一套"多元协同、市场运作"的治理体系。 党建引领。通过构建"街道统筹、居民区党组织牵头、业委会协同、物业执行、居民代表监督、职能部 门指导"的"六位一体"治理体系，确保改革方向不偏、力度不减。 民主协商。通过座谈会让居民理解物业费调整 ...

Investment Rating - The report assigns an "Accumulate" rating for the real estate industry [4] Core Insights - The industry continues to face downward pressure, but there is a reduction in expenditure pressure, which is expected to persist and provide a favorable financial environment for the macro economy [2] - The overall industry operation is still under downward pressure, with significant declines in development investment and sales figures [53] - The report anticipates that the real estate sector will not contribute to systemic financial risks in 2026, maintaining a favorable environment [53] Summary by Sections Investment Highlights - The report highlights that the real estate investment for January to November 2025 has decreased by 15.9% compared to the same period in 2024, with a notable decline in sales and new construction areas [7][11] - The anticipated trends for 2026 include continued financial risk reduction and persistent economic pressure, with a focus on financial risks in the real estate sector [53] Industry Data - For January to November 2025, the cumulative development investment reached 78,591 billion, with a year-on-year decrease of 15.9% [10] - The sales area of commercial housing for the same period was 787 million square meters, reflecting a year-on-year decline of 7.8% [23] - The report notes that the total funds available for real estate development decreased by 11.9% year-on-year, indicating a tightening financial environment [39] Recommendations - The report recommends several companies for investment, including: 1. Development: Vanke A, Poly Developments, China Overseas Development 2. Commercial and Residential: Longfor Group 3. Property Management: Wanwu Cloud, China Resources Mixc Life 4. Cultural Tourism: Overseas Chinese Town A [53]

Investment Rating - The report maintains a "Positive" rating for the real estate sector and property management, highlighting potential opportunities in shopping centers and the "Good House" new track [3][4]. Core Insights - The investment side of the real estate industry continues to weaken, with significant declines in new starts and completions. For January to November 2025, total real estate investment decreased by 15.9% year-on-year, with new starts down by 20.5% and completions down by 18% [3][4][19]. - The sales side shows a downward trend in sales area, sales amount, and average sales price. For the same period, the sales area fell by 7.8%, sales amount by 11.1%, and average price by 3.4% year-on-year [20][32]. - The funding side indicates a widening decline in funding sources, with total funding down by 11.9% year-on-year. In November alone, funding sources dropped by 32.5% [37]. Investment Analysis Summary Investment Side - From January to November 2025, real estate development investment totaled 785.91 billion yuan, down 15.9% year-on-year. In November, the investment growth rate was -30.3%, a decline of 7.3 percentage points from October [4][19]. - The residential investment during the same period was 604.32 billion yuan, also down 15% year-on-year, with November showing a -29.5% growth rate [4][19]. Sales Side - The total sales area for January to November was 790 million square meters, down 7.8% year-on-year. In November, the sales area decreased by 17.3% [20][32]. - The total sales amount reached 7.5 trillion yuan, down 11.1% year-on-year, with November's sales amount at 611.3 billion yuan, a 25.1% decrease [20][32]. Funding Side - Total funding sources for real estate development enterprises amounted to 850 billion yuan, down 11.9% year-on-year. In November, the decline was 32.5% [37]. - Domestic loans decreased by 10.4% in November, while self-raised funds fell by 30.7% [37].

推动房地产高质量发展（学习贯彻党的二十届四中全会精神） 倪 虹 《人民日报》（2025年12月16日 第 13 版） 党的二十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（以下 简称《建议》）提出"推动房地产高质量发展"，这是以习近平同志为核心的党中央面向"十五五"这一新 的起点，着眼全局作出的重大决策部署。我们要认真学习领会、全面贯彻落实，加快构建房地产发展新 模式，推动房地产高质量发展。 一、深刻认识推动房地产高质量发展的重要意义 （一）推动房地产高质量发展是满足人民美好生活向往的客观需要。安居是人民群众幸福生活的基点。 党的十八大以来，我国房地产市场快速发展，居民住房条件显著改善，城镇人均住房建筑面积超过40平 方米，户均住房超过1.1套。建成世界规模最大的城镇住房保障体系，建设各类保障性住房和棚改安置 住房6800多万套，帮助1.7亿群众喜圆安居梦。当前，人民群众住房需求总体上已经从"有没有"转为"好 不好"，而且，随着老龄化、少子化、区域人口增减分化，人们的生产生活方式变化，住房需求更加个 性化、多样化。必须顺应人民群众对美好居住生活的新期待，不断完善住房供应体系，建 ...

Group 1 - The core strategy for China is to focus on self-reliance and internal development, regardless of external changes [2][29] - China's manufacturing sector has become a solid foundation for its economy, demonstrating resilience and competitiveness [3][30] - The trade surplus has exceeded $1 trillion this year, indicating China's capability and confidence in facing external challenges [4][32] Group 2 - There is a significant oversupply in the market, particularly in commercial real estate, leading to rising vacancy rates and declining rental prices [35][36] - Major cities are experiencing increased vacancy rates in commercial properties, with some areas exceeding 20% [35] - The mismatch between supply and demand is evident, especially for small and medium enterprises that require smaller operational spaces [36][37] Group 3 - The current economic model is criticized for focusing on supply-side expansion without adequate consideration for actual market demand [39][40] - Experts highlight that many industries face a situation where demand growth lags behind supply growth, leading to price declines and business difficulties [11][40] - The need for a shift in growth strategy is emphasized, advocating for a balance between supply and demand [41][42] Group 4 - The central government is expected to assist local governments in managing debt and financial challenges, but there is a caution against over-reliance on central support [43][44] - The emphasis on "investing in both material and human resources" suggests a future focus on enhancing social welfare and human capital [46][47] - There is a call for a more balanced approach to investment, ensuring that human needs are prioritized alongside material investments [48][49]