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炒白银赚近3亿,一家小型物业公司靠理财挣够三年利润
Di Yi Cai Jing· 2026-01-14 04:37
2021年以来,该公司每年利润不足亿元。 在上述投资持有约两年后,祈福生活服务进行部分套现,落袋为安。2022年,祈福生活服务先后三次出 手,合计卖出白银50万盎司,总对价约7900万元。这相当于以158元/盎司的价格卖出,较买入价增长约 3成。余下30万盎司白银以超1200万的公允价值收益继续为上市公司进行贡献。 此后,投资银条实际上已经成为祈福生活服务财务管理的一部分。2024年,该公司再度出手购入38万安 士银条,共斥资7790万元,成本约205元/盎司。截至2024年末,上市公司持有的白银合计68万盎司,估 计公允价值已达1.413亿元,占集团总资产的比例超23%。 "受地缘政治紧张及持续行业需求推动,本集团对投资银行仍持乐观态度。"祈福生活服务判断,"在持 续的宏观经济不确定性中,白银作为工业金属及避险资产的双重吸引力使其处于有利地位。" 这一判断得到验证。2025年中期,祈福生活服务所持68万安士银条的公允价值已增至1.75亿元,实现收 益约3383万元并计入当期利润。同期,上市公司实现利润共7515万元。 2026年以来,白银价格持续走高。祈福生活服务近期的两笔"清仓"交易实现高位套现,出售均价 ...
华泰证券:国内商业REITs具广阔发展空间
人民财讯1月14日电,华泰证券认为2025年末REITs新政的出台意味着C-REIT有望进入规模化发展期, 基于美日经验,国内商业REITs具广阔发展空间。对于商业地产相关企业而言,成熟运营商已成规模, REITs的大力推进预计将催化集中度进一步提升,打破资产高沉淀的约束,提升资产流动性,同时 REITs有望加大管理溢价的方差,进一步推动相关优质资产以及企业的价值重估。推荐在商业地产深耕 多年的商业地产运营商以及在商管领域有管理溢价和布局优势的物管企业。 ...
5天清仓21吨银条,狂赚2.47亿元,广州一物业公司股价大涨
Mei Ri Jing Ji Xin Wen· 2026-01-13 23:34
广州知名物业公司祈福生活服务(03686.HK,股价0.9港元,市值9.14亿港元)走出了一条截然不同的盈利路径。 这家在管面积仅千万平方米的中小型物业企业,通过两笔白银清仓交易狂赚2.47亿元,相当于其2024年全年净利润(9753.9万元)的2.53倍。有股民直 呼:老板娘牛!而这家公司的老板娘,即公司实控人、董事长、总经理孟丽红。 1月12日晚间,祈福生活服务公告称,已下单交易28万安士(安士即盎司,后文统一为盎司)银条,总代价约1.62亿元,预计收益1.04亿元;该公司此前于 1月7日下达40万盎司银条出售指令,1月9日公告完成交易并获利1.43亿元。 通过上述两笔交易,祈福生活服务累计出售约21.15吨银条,斩获约2.47亿元投资收益。 "利用闲置资金进行投资理财的上市物企并非只有祈福生活服务,此前宋都服务、南都服务、保利物业等都有过类似操作。"1月13日,中物智库高级研究 员宋子谦向《每日经济新闻》记者(以下简称每经记者)表示,随着房地产行业进入调整期,物业公司的面积拓展速度放缓,大量现金资产需要寻找出 路。 "炒银"收益2.47亿元 公司:现在是变现的合适时机 祈福生活服务"炒银"始于2020年 ...
新浪财经资讯AI速递:昨夜今晨财经热点一览 丨2026年1月14日
Xin Lang Cai Jing· 2026-01-13 22:52
Group 1 - The People's Bank of China has increased its gold reserves for 14 consecutive months while selling approximately $79.9 billion in U.S. Treasury bonds, reflecting a strategic shift towards diversifying foreign exchange reserves and reducing reliance on U.S. dollar assets [1][19] - In 2026, holding substantial deposits is seen as a wise decision due to four reasons: deflation leading to increased purchasing power, risk mitigation through bank deposits, preparedness for unexpected events, and the ability to wait for favorable asset prices [1][20] Group 2 - Guangzhou Qifu Life Service Company sold about 21 tons of silver bars in five days, earning a profit of 247 million yuan, significantly exceeding its projected net profit for 2024, highlighting the challenges faced by its core property management business [2] - Vanke's long-term rental apartment brand "Boyu" is terminating leases in multiple cities due to project losses and strategic adjustments, with tenants facing various options and some landlords reporting overdue rent [2] Group 3 - Luxshare Precision announced a dispute regarding asset transactions with Wentech's Indian subsidiary, leading to arbitration due to the freezing of assets, with claims for the return of approximately 153 million yuan [3][22] - The U.S. Treasury reported a record fiscal deficit of $145 billion in December 2025, a 67% increase from the previous year, primarily due to record government spending and adjustments in welfare payments [4][23] Group 4 - The Chicago Mercantile Exchange plans to launch a 100-ounce silver futures contract in February 2026 to cater to retail investors, aiming to lower trading barriers and enhance market accessibility amid rising demand for precious metals [5][24] - Warren Buffett, before stepping down as CEO of Berkshire Hathaway, is actively seeking large investment opportunities, emphasizing the challenge of finding reasonably priced quality targets despite having a cash reserve of $381.6 billion [6][25] Group 5 - Delta Airlines reported a cautious earnings forecast for 2026, lower than Wall Street expectations, reflecting a shift in attitude due to geopolitical uncertainties and unfulfilled cross-border travel demand [7][27] - Former President Trump’s statements have caused global market turbulence, with oil prices rising approximately 3% and concerns about the independence of the Federal Reserve emerging [8][28] Group 6 - Yuanji Cloud Dumplings has submitted its IPO application to the Hong Kong Stock Exchange, boasting over 4,200 stores and projected revenue of 2.561 billion yuan for 2024, with plans for digital upgrades and overseas expansion [9][31] - The U.S. core CPI for December 2025 rose by 2.6%, lower than expected, leading to increased speculation about potential interest rate cuts by the Federal Reserve [10][29] Group 7 - The consumer price index in the U.S. remained at 2.7% in December, indicating persistent inflationary pressures affecting the majority of Americans [11][30] - Zhang Yong has returned as CEO of Haidilao to drive a multi-brand incubation strategy amid challenges in growth and market competition [12][31] Group 8 - The A-share market reached a historic milestone with the Shanghai Composite Index closing at 4,165.29 points, achieving a 17-day winning streak and a record trading volume of over 3.6 trillion yuan [13][32] - The Swiss outdoor brand Mammut is seeking to sell for over 500 million euros, with Anta Group identified as a potential buyer, which could significantly alter the outdoor market landscape in China [14][33] Group 9 - China West Electric secured a leading position in the national grid equipment bidding with a total bid amount of 8.063 billion yuan, showcasing its competitive edge in the industry [16][35] - Guangqi Technology has received nearly 960 million yuan in orders for metamaterials, indicating strong demand in the aerospace sector and a robust financial position to support production [17][36]
青海让幸福生活一键直达
Xin Lang Cai Jing· 2026-01-13 19:51
青藏花园小区加装的电梯。 韦以荣老人上楼梯。 明仁苑小区居民用上政府更换的新电梯。 西海新闻记者 季蓉 实习生 马佳妮 文/图 上下楼的"最后一米",藏着老百姓最实在的民生诉求。近年来,青海持续推进城镇既有多层住宅电梯加装与 老旧电梯更新工作,让不少居民告别了"爬楼难"时代。然而,此项工作开展过程中,仍存在费用分摊、意见 分歧等问题,一些老旧小区居民的"电梯梦"仍悬而未决。 2025年12月30日,国家发展改革委、财政部联合印发《关于2026年实施大规模设备更新和消费品以旧换新政 策的通知》,其中明确提出:在民生领域增加老旧小区加装电梯更新。同时,将住宅老旧电梯更新由定额补 贴调整为按电梯层(站)数分档差异化补贴。这意味着,困扰许多居民的"上下楼"问题,有望得到实质性解 决。 "无梯之困" 与"有梯难用"的尴尬 1月9日早晨,81岁的西宁市民韦以荣从儿子家出发,前往西宁市城西区东交通巷20号院。这是她和老伴住了 30余年的老院。 城西区东交通巷20号院建于20世纪90年代,属老旧小区,楼栋均无电梯,韦以荣家住在6楼。"年轻时,我和 老伴腿脚利索,爬楼梯很轻松。可现在不行了,爬个三四层就喘得不行,要是再拎着东西 ...
广州一本土物业公司清仓21吨白银狂赚2.47亿元
Mei Ri Jing Ji Xin Wen· 2026-01-13 16:17
Core Viewpoint - Qifu Life Service has adopted a unique profit path by generating significant investment income through silver trading, which has become a crucial financial strategy amid challenges in its core business operations [1][9]. Group 1: Investment Strategy - The company made two major silver transactions, earning approximately 2.47 billion yuan, which is 2.53 times its projected net profit for 2024 [1][4]. - On January 12, the company announced the purchase of 280,000 ounces of silver bars for about 162 million yuan, expecting a profit of 104 million yuan [4]. - Previously, on January 9, the company completed a sale of 400,000 ounces of silver bars, realizing a profit of 143 million yuan [4][6]. Group 2: Historical Context - Qifu Life Service began its silver trading in February 2020, purchasing 800,000 ounces of silver bars for a total of 103 million yuan, with an average cost of 128.75 yuan per ounce [5]. - In 2021, the company faced a fair value loss of approximately 21.24 million yuan on its silver holdings but managed to recover by selling 500,000 ounces in 2022 for 79.05 million yuan [5]. Group 3: Business Performance - The company has a relatively small managed area of 10.18 million square meters compared to larger competitors, which limits its growth potential [9]. - For the first half of 2025, the company's total revenue was 161 million yuan, a year-on-year decline of approximately 11.6%, with various business segments showing inconsistent performance [10]. - The retail service segment, which is the largest revenue contributor, saw a slight decline of 1.1% in revenue, while other segments like information technology services and ancillary living services experienced significant drops [10]. Group 4: Market Implications - The investment strategy of Qifu Life Service reflects a broader trend among property management companies seeking alternative revenue sources amid a slowdown in the real estate sector [4][9]. - Experts suggest that while such investment strategies can enhance financial performance, they may also divert focus from core business innovation and long-term competitiveness [10].
5天清仓21吨银条 狂赚2.47亿元!广州一物业公司股价大涨 老板娘“眼光”独到?6年前公司就开始囤银 还做了波段
Mei Ri Jing Ji Xin Wen· 2026-01-13 15:17
广州知名物业公司祈福生活服务(03686.HK,股价0.9港元,市值9.14亿港元)走出了一条截然不同的盈利路径。 这家在管面积仅千万平方米的中小型物业企业,通过两笔白银清仓交易狂赚2.47亿元,相当于其2024年全年净利润(9753.9万元)的2.53倍。有股民直 呼:老板娘牛!而这家公司的老板娘,即公司实控人、董事长、总经理孟丽红。 1月12日晚间,祈福生活服务公告称,已下单交易28万安士(安士即盎司,后文统一为盎司)银条,总代价约1.62亿元,预计收益1.04亿元;该公司此前于 1月7日下达40万盎司银条出售指令,1月9日公告完成交易并获利1.43亿元。 祈福生活服务"炒银"始于2020年。 通过上述两笔交易,祈福生活服务累计出售约21.15吨银条,斩获约2.47亿元投资收益。 "利用闲置资金进行投资理财的上市物企并非只有祈福生活服务,此前宋都服务、南都服务、保利物业等都有过类似操作。"1月13日,中物智库高级研究 员宋子谦向《每日经济新闻》记者(以下简称每经记者)表示,随着房地产行业进入调整期,物业公司的面积拓展速度放缓,大量现金资产需要寻找出 路。 "炒银"收益2.47亿元公司:现在是变现的合适时机 ...
5天清仓21吨银条,狂赚2.47亿元!广州一物业公司股价大涨,老板娘“眼光”独到?6年前公司就开始囤银,还做了波段
Mei Ri Jing Ji Xin Wen· 2026-01-13 15:10
Core Viewpoint - Qifu Life Service has adopted a unique profit path by generating significant investment returns through silver trading, which has substantially boosted its financial performance compared to its core business operations [1][6][19]. Group 1: Investment Performance - The company made a profit of approximately 2.47 billion yuan from two silver trading transactions, which is 2.53 times its projected net profit for the entire year of 2024, estimated at 97.54 million yuan [1][6]. - On January 12, the company announced a transaction involving 280,000 ounces of silver bars for about 162 million yuan, expecting a profit of 104 million yuan [2]. - Previously, on January 9, the company completed a sale of 400,000 ounces of silver bars, realizing a profit of 143 million yuan [2][10]. Group 2: Trading Strategy - Qifu Life Service began its silver trading in February 2020, purchasing 800,000 ounces of silver bars at an average cost of 128.75 yuan per ounce, which laid the groundwork for future profits [7]. - The company sold 400,000 ounces of silver bars for 226 million yuan at an average price of 565.5 yuan per ounce and later sold 280,000 ounces for 162 million yuan at an average price of 577.5 yuan per ounce [10][12]. - The total amount of silver sold by the company reached approximately 21.15 tons, resulting in a total investment gain of about 2.47 billion yuan [6][10]. Group 3: Business Context - The company operates in a challenging environment, with its core business facing growth bottlenecks, leading to a strategic shift towards investment in silver to alleviate financial pressure [16][19]. - As of June 30, 2025, the company managed only 10.19 million square meters, significantly smaller than major competitors like Country Garden Services and Poly Property [16]. - The company's revenue for the first half of 2025 was 161 million yuan, a year-on-year decline of approximately 11.6%, indicating struggles in its primary business segments [19]. Group 4: Market Reaction and Future Outlook - Following the announcement of the silver trading profits, the company's stock price rose by 8.64% on January 12 and an additional 4.55% on January 13, reflecting positive market sentiment [12]. - Analysts suggest that while the investment strategy has provided immediate financial relief, it raises questions about the long-term sustainability of relying on investment gains rather than core business profitability [20].
“现在是变现的合适时机”,广州一本土物企清仓21吨白银狂赚2.47亿元
Mei Ri Jing Ji Xin Wen· 2026-01-13 13:07
广州本土上市物企祈福生活服务(03686.HK,股价0.9港元,市值9.14亿港元)走出了一条截然不同的盈利路径。 这家在管面积仅千万平方米的中小型物企,通过两笔白银清仓交易狂赚2.47亿元,相当于其2024年全年净利润(9753.9万元)的2.53倍。 1月12日晚间,祈福生活服务公告称,已下单交易28万安士银条(1安士约等于31.1035克),总代价约1.62亿元,预计收益1.04亿元;该公司此 前于1月7日下达40万安士银条出售指令,1月9日公告完成交易并获利1.43亿元。 通过上述两笔交易,祈福生活服务累计斩获约2.47亿元投资收益。 "利用闲置资金进行投资理财的上市物企并非只有祈福生活服务,此前宋都服务、南都服务、保利物业等都有过类似操作。" "炒银"收益2.47亿元 祈福生活服务"炒银"始于2020年。 2021年,公司持有的银条公允价值出现约2124万元亏损,但管理层并未慌神,而是在2022年择机套现50万安士,合计回笼资金7905万元,平 均售价每安士158元,初尝甜头。 而随着白银市场供需格局变化,公司在2024年7月再度加码,五天内分三次购入38万安士银条,足见其对白银市场的坚定看好。 不 ...
宋都服务附属认购杭州银行1200万元结构性存款产品
Ge Long Hui· 2026-01-13 12:13
格隆汇1月13日丨宋都服务(09608.HK)公告,为充分利用集团的闲置资金以获取更佳回报,于2026年1月 13日,公司附属公司宋都物业与杭州银行订立结构性存款产品协议,据此,宋都物业同意利用集团内部 资金向杭州银行认购人民币1200万元的结构性存款产品。 ...