多家物业公司掀起" 撤 场潮"，宣布"不干了"！ 近日， 中海物业向鄂州双创之星小区发出撤场公告信，表示公司将于2025年8月31日18:00正式退出项目，结束服务。 公告显示，中海物业自2023年3月1日进驻上述小区，服务期间，小区入住率较低、欠缴物业费户数比例高，导致物业在该小区长期 亏损，且垫资持续增长。 截至2025年1月物业费累积欠费达59.59万元 ，经多方反复沟通仍无法解决欠费问题，最终决定终止服务。 【】 21热点观察室据公开资料不完全梳理，这段时间已有包括龙湖物业、金科服务、中海物业等在内的超10家物业企业发布主动撤场公 告， 原因则涉及开发商历史遗留问题难以解决、谈不拢物业费、收缴率低下，以及物业、业主、业委会矛盾激化等。 对此，网友议论纷纷： 中指研究院发布的数据显示，2024年，中国物业服务百强企业毛利润均值为3.19亿元，同比下降1.34%；净利润均值为7990.71万 元，同比下降4.71%，毛利率和净利率持续下探。 截至7月4日收盘，中海物业市值为181亿港元 据21热点观察室了解，在多重经营压力的倒逼下，多家物业上市公司已密集启动项目撤场动作，与此同时，全国范围内多个住宅小 区 ...

行 业 及 产 业 房地产 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 曹曼 A0230520120003 caoman@swsresearch.com 联系人 曹曼 (8621)23297818× caoman@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 2025 年 07 月 06 日 住建部要求多管齐下稳定预期，更大力度 推动房地产止跌回稳 看好 ——地产及物管行业周报（2025/06/28-2025/07/04） 本期投资提示： ⚫ 地产行业数据：一二手房成交环比下降，新房成交推盘比上升。上周（25/6/28-25/7/4） 34 个重点城市新房合计成交 396 万平米，环比-0.3%；其中，一二线环比+2%、三四线 环比-38%；7 月截至上周末一手房月成交同比-25%，较 6 月-13pct；其中，一二线同比- 25%、三四线同比-23%，分别较 6 月-18pct 和+25pct。上周 13 个重点城市二手房成交 112 万平米，环比-14 ...

Core Insights - The eighth Property Management Innovation Development Forum was held in Qingdao, focusing on enhancing service quality and creating harmonious environments, featuring discussions on standardization, legal protection, talent cultivation, and industrial ecology [1][2][4] Group 1: Standardization and Legal Framework - Standardization is emphasized as the foundation for high-quality industry development, with the introduction of national standards such as "Property Management Terminology" and "Customer Satisfaction Assessment" [1] - Legal frameworks are crucial for the sustainable development of the industry, addressing issues like the boundaries of property service companies' responsibilities and compliance management of public benefits [1][2] Group 2: Talent and Technology - Talent is identified as the core engine for innovation, with discussions on the development of a care system for frontline employees and the construction of capability models for property project managers [2] - Technology is transforming property management, with a focus on safety and smart solutions, including the use of drones for fire prevention and AI for elevator safety management [3] Group 3: Industry Collaboration and Ecosystem - The integration of industry resources is vital for the industrialization of property management, with the release of the "2025 Property Management Industry Development Report" outlining key sectors such as parking services and smart property [4][5] - Industry associations play a key role in resource integration and development, showcasing various local initiatives aimed at improving service quality and community engagement [5] Group 4: Community Services and Innovations - The forum highlighted the importance of community services, with presentations on how smart community platforms can enhance efficiency and new supply chain models for agricultural products [6][7] - A dedicated exhibition area showcased over 30 companies, presenting innovative solutions in smart community construction and community retail, resulting in numerous strategic partnerships and exchanges [7]

转自：新华财经 王雷表示，民法典作为"社会生活百科全书"，为物业管理高质量发展提供了基础性法律依据。他围绕业主权利体系与物业企业责任边界展开阐述，他认 为，业主专有权的行使不得危及建筑物的安全，不得损害其他业主的合法权益，不得违背公序良俗；共有权与成员权的法治保障亟待强化；物业企业责任 边界需进一步厘清；物业管理法治化需以产权确认与保护为基础。 中国联通首席数据科学家、联通数据智能有限公司副总经理宋雨伦作《科技赋能新质生产力数智融合创新改变未来生活》主题演讲，深刻阐释人工智能技 术对物业管理行业的影响与未来机遇。他认为，用好的技术给客户提供更好的服务是物业管理行业高质量发展的应有之义。物业管理行业可为人工智能提 供丰富的应用场景，而人工智能则可成为物业服务企业提质增效的利器。 近日，由中国物业管理协会主办的第八届物业管理创新发展论坛在青岛拉开帷幕，1场主论坛+8场平行论坛全面交流物业管理行业高质量发展的思想信 念、发展成果与实践路径。 中国人民大学法学院教授、博士生导师王雷作《民法典五周年与物业管理行业法治化》主题演讲，他结合民法典实施五周年背景，深入剖析物业管理行业 法治化建设的核心问题与未来方向。 中国人 ...

物企online 此外，中海物业践行央企使命，铸就安全屏障，保障员工权益，秉持绿色发展理念，推动物业服务绿色化、高质量发展，携手业主共建和谐社区。 站在上市十周年的新起点，中海物业称，将继续凭借专业能力扎根城市，用智慧化解决方案提升服务品质，守护城市、服务民生，为民生改善和城市升级持 续创造价值。 本届中国物博会由中国物业管理协会主办、《中国物业管理》杂志社和山东省物业管理协会承办，全国248家地方物业管理行业协会协办。 现场中海物业携"好服务"体系亮相，2025年正值中海物业上市十周年，展台特别设置"上市十年，共信致远"主题展区，回顾上市以来的发展历程与创新成 果。 中海物业还携旗下各子品牌亮相，其中海纳万商聚焦商写等主力业态，服务多个行业头部企业；兴海物联带来智慧园区等前沿科技成果；海博工程深耕三大 业务板块，在新房团装、IFM综合设施管理等方面成果显著；优你互联聚焦社区增值服务，探索"物业服务 + 生活服务"模式。 7月2日，2025中国国际物业管理产业博览会在青岛国际会展中心（崂山馆）启幕，主题为"提升服务质量 营造和谐场景"。 物博会吸引了来自全国各地的物业管理公司、服务商和技术提供商参展。开幕式上 ...

中经记者 庄灵辉 卢志坤 北京报道 "去地产"转型后，派斯林数字科技股份有限公司（600215.SH，以下简称"派斯林"）股权转让款收款已 两度逾期。 6月30日晚间，派斯林方面表示，公司近日收到长春经开国资控股集团有限公司（以下简称"国控集 团"）发来的相关函告，获悉其无法于2025年6月30日前支付此前重组交易第三期股权转让款项，并承诺 不晚于2025年12月31日前支付相应款项。 相应股权转让款涉及派斯林2023年资产出售事项，合计约10.68亿元。根据协议约定与前期安排，首期 15%转让款已支付，此后分五期支付，每期支付约1.82亿元。此次逾期前，相应股权转让款在2024年已 出现逾期，逾期金额约1.72亿元。 "因为对方是国资企业，具备较好信誉保障和履约能力，相应款项风险相对可控。"派斯林方面向《中国 经营报》记者表示，去年相应股权转让款虽出现逾期，但后续国控集团按照协议支付了本金及逾期利 息。 近七成转让款尚未收回 此次逾期的股权转让款与派斯林2023年"退房"转型有关。 2023年，为集中资源发展智能制造业务，派斯林出售全资子公司六合房产100%股权和经开物业100%股 权，整体剥离房地产开发与 ...

Core Insights - Beijing Financial Street First David Property Management Co., Ltd. has been awarded the "2025 Property Service Demonstration Base" honor for its Financial Street Center project by the Beijing Zhongzhi Information Technology Research Institute [1][3] Group 1: Project Overview - The Financial Street Center is located at No. 9 Financial Street, Xicheng District, featuring a prominent geographical position and convenient transportation [3] - The project has expanded from two towers and one podium to three towers, increasing the managed area from over 90,000 square meters to 140,000 square meters [3] - The center is a single-owner property, self-owned and leased, primarily serving well-known financial institutions [3] - The Financial Street Center has received multiple honors, including "Two-Star Green Building Certification" and "Beijing Property Management Demonstration Building Five-Star" [3] Group 2: Service Features - The company adheres to a management philosophy of "scientific and standardized management, dedicated and efficient service, safe and environmentally friendly environment, pursuit of occupational health, and continuous improvement" [4][5] - The company aims to achieve its mission of "serving owners, developing enterprises, achieving employees, and giving back to society" [4][5] - The company has strategically introduced market-leading technologies such as the IoT cloud smart property integrated management platform to enhance its core advantages in high-end business services [4][10] Group 3: Innovation Highlights - The Financial Street Center focuses on providing satisfactory, thoughtful, and prompt services while exploring new property management models [5] - Unique VIP reception services are offered, including bilingual explanations to meet diverse customer needs [5] - The center aims to create a comfortable and safe working environment, ensuring a high-quality business experience for clients [5] Group 4: Company Background - Beijing Financial Street First David Property Management Co., Ltd. was established in June 2002 with a registered capital of 15 million yuan [10] - The company is a leading business property operator in China and holds a first-class property management qualification [10] - It is recognized as a AAA-rated credit enterprise and a model management unit for property management at various levels [10]

Core Insights - The article focuses on the management of accounts receivable in the property industry, emphasizing its significant impact on cash flow and potential dividend sustainability [1] - It analyzes the cash flow management changes of 30 sample companies, highlighting the increasing scale of accounts receivable since 2021 due to industry downturns and slower payment collection from third-party owners [1] Accounts Receivable Growth Trends - The total accounts receivable of the 30 tracked listed property companies reached 29.18 billion, 48.32 billion, 68.34 billion, 74.25 billion, and 75.37 billion from 2020 to 2024, with growth rates of +42.6%, +65.6%, +41.4%, +8.7%, and +1.5% respectively [2] - Since 2023, the growth rate of accounts receivable has fallen below that of operating revenue, indicating a significant slowdown [2] Changes in Related Party Transactions - The proportion of accounts receivable from related parties has decreased from 47% to 39% over the past five years, while third-party receivables have increased from 53% to 61% [2] - The risk from related parties is gradually diminishing, with the proportion of related party receivables for companies with parent company risks dropping from 91% in 2019 to 44% in 2024 [2] Payment Collection Challenges - The aging of accounts receivable has increased, with the proportion of receivables due within one year dropping from 89% in 2019 to 58% in 2024, indicating greater difficulty in collection [3] - The provision for accounts receivable has significantly increased from 4% in 2019 to 26% in 2024, reflecting heightened risk [3] - The overall collection rate for sample companies has declined from 90% to 78% between 2019 and 2024, with companies facing parent company risks experiencing lower collection rates [3] Investment Recommendations - Companies with independent business competitiveness and reduced related party transactions are deemed important for evaluation [3] - Companies with strong parent company backgrounds and high rankings in property sales can provide performance support while mitigating related party receivable risks [3] - Commercial management companies are favored due to their better collection rates and lower instances of long-term arrears [3]

可以预见，融合必将成为未来商业发展的新趋势，那些率先拥抱融合的企业与个体，将在这场变革中抢 占先机。 伴随时代的演变，博鳌房地产论坛亦与时俱进，以新的发展模式适应新的行业环境，升级博鳌房地产论 坛系列活动。让住宅地产(代建、城市更新)、商业地产(零售及不动产、住房租赁、康养文旅)、工业地 产(产业及物流园区)、数字科技、物业及城市服务、资本金融市场等实现全产业链融合，让各类型企业 与市场主体互为甲方乙方，互相融合连接，投资与被投资，并在博鳌这个全产业链的生态平台下知识共 享、资源大整合，让融合穿透产业壁垒。 2025年，地缘博弈、贸易争端与全球供应链不确定性上升构成多重压力，全球经济增长前景进一步承 压。面对复杂的外部环境，中国经济的增长动能正从传统要素驱动转向新质生产力主导，内需与科技的 创新战略全面升级，为不确定的世界重塑增长逻辑。 在这个关键的转型时期，科技与创新无疑是推动经济发展的核心引擎。一项项颠覆性的技术创新，不仅 催生了全新的产业形态，更打破了传统产业的固有格局；消费与内需则是支撑经济穿越周期波动的坚实 基石，庞大的国内市场需求为企业发展提供了广阔空间。 而消弭传统产业壁垒，推动资源与要素在全域 ...

2025.07. 04 本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 郑娜 业主与物业公司，谁也离不开谁，但却总是矛盾重重。随着业主自治意识的不断觉醒，他们针对物业 服务透明化、物业管理规范化以及收费合理化等问题不断提出疑问，并在不少社区里探索出更加多样 的物业收费方式。 近期，广州一小区就在尝试落地信托制物业服务模式，借此实现物业费收支透明，避免物业服务质量 与收费标准不匹配而引发的矛盾纠纷。同期，重庆一小区则在尝试引入"弹性定价"模式，即业主根 据自身需求，自主选择服务项目，减少不必要的支出，掌握物业服务选择权和定价权。 业内认为，当前物业行业已进入价值重构与服务升级的关键阶段。上述两种物业管理模式都在一定程 度上回应了业主对透明化服务的需求，有助于物业服务在价格与服务质量方面实现平衡，推动质价相 符的实现。 给服务定价 为了破解近年来物管行业出现收费难、服务差等困局，业内各方都在持续探索破局之法。近来，广州 一小区就正在尝试推进一场变革，将信托制物业服务模式引入花城。 这一名为华南新城的大型小区拥有2万多常住人口，并有约20年的历史。过往采用的包干制物业模式 使得小区也难以避免地出现了小区 ...