据悉，"郑好房"服务平台依托"郑好办"和市住房保障和房地产管理局数据，能够对用户的身份、个 人及经纪机构上传的房源进行核验，生成房源核验码，保障交易对象及房源的真实性。平台设置有手拉 手签约、新房、二手房、第三方服务、政策资讯板块，同时提供租赁、"以旧换新"、以购代建等链接跳 转，可为群众提供全链条、多方位房屋交易服务。 房屋买卖，多了一个官方选择。8月6日，由市住房保障和房地产管理局主办、市房屋交易中心承办 的郑州房产超市——"郑好房"服务平台在郑州市房地产大厦举行启动仪式。此次启动仪式，标志着我市 正式推出新房、二手房免佣金直联交易新模式，提供更加便捷安全的房产交易服务。 据了解，目前"郑好房"服务平台面向群众、开发企业、经纪机构、政府、市场这五个主体，已经具 备五项功能。 为展示专业、规范、安全的交易环境，并满足不同人群的需求，"郑好房"服务平台投用线下服务场 所，实现线上平台与线下大厅相结合，构建起"线上便捷+线下可靠"的模式。 其中，线上开通手机端及PC端。郑州市民个人或相关机构在电脑端可通过"郑好房"服务平台 （www.zhenghaofang.cn）网站登录；手机端可通过"郑好办"APP搜索"郑 ...

本文源自：金融界AI电报 8月6日，易居企业控股发布更新公告。公告显示，2024财年以来，公司出售超过90项固定资产，所得款 项总额约6000万元，全部用于偿还若干境内银行贷款。 ...

Financial Data and Key Metrics Changes - Total revenue increased by 15% year over year to $655 million, exceeding expectations [32][41] - EBITDA for Q2 was $155 million, representing a margin of 24% [32][42] - Positive GAAP net income reported for the second consecutive quarter [33][40] Business Line Data and Key Metrics Changes - For Sale revenue grew by 9% year over year to $482 million, outpacing the residential real estate industry growth of 2% [33][34] - Residential revenue increased by 6% year over year to $434 million [34] - Mortgages revenue surged by 41% year over year to $48 million, with purchase loan origination volume growing by 48% to $1.1 billion [35][36] - Rentals revenue reached $159 million, accelerating to 36% year over year growth, driven primarily by multifamily revenue growth of 56% [36][37] Market Data and Key Metrics Changes - Zillow Rentals had 2.4 million active rental listings, the most in the category, with multifamily properties increasing by 45% year over year [25][37] - Average monthly unique visitors for rentals reached 36 million in Q2 [29][37] Company Strategy and Development Direction - The company is focused on building a comprehensive two-sided marketplace for rentals and modernizing the transaction experience for renters and property managers [23][28] - Continued investment in technology and innovative products to enhance the user experience and streamline transactions [12][14] - The goal is to achieve a billion-dollar incremental revenue opportunity through enhanced market strategies [13][43] Management's Comments on Operating Environment and Future Outlook - Management expects mid-teens revenue growth for the full year 2025, with continued margin expansion and positive net income [11][43] - The housing market is expected to remain challenging, but the company plans to grow through strategic execution and product innovation [106][108] Other Important Information - The company ended Q2 with $1.2 billion in cash and investments, down from $1.6 billion at the end of Q1, primarily due to share repurchases [40] - The Redfin partnership is expected to be accretive to EBITDA and enhance the overall rental business [42][100] Q&A Session Summary Question: Insights on the rentals business and growth expectations - Management highlighted the strength of the rentals strategy, with 2.4 million active listings and a focus on modernizing the transaction experience for renters and property managers [50][51] - Confidence in accelerating growth in the second half of the year was emphasized, driven by strong partner satisfaction and inventory availability [52][54] Question: Change in residential revenue growth compared to the market - Management noted that the outperformance in residential revenue growth was due to effective execution in enhanced markets and the expansion of Zillow Home Loans [63][64] Question: Contribution from the Redfin partnership - The Redfin partnership is expected to enhance distribution and lead generation, contributing positively to the overall rentals business [68][91] Question: Variable expenses and investment areas - Management indicated that variable costs are expected to grow ahead of revenue in 2025, primarily due to investments in rentals and Zillow Home Loans [88][89] Question: Broader real estate market assumptions - The company is not assuming significant relief from the macro environment and plans to grow through strategic execution despite market challenges [106][108]

Financial Data and Key Metrics Changes - Consolidated revenue increased by 10%, adjusted EBITDA grew by 17%, and adjusted EPS was up by 29% [6][27] - Free cash flow increased due to improved collections and lower cash taxes paid, despite higher commission payments [25] Business Line Data and Key Metrics Changes - Real Estate Management Services (REMS) revenue growth was led by Workplace Management, with nearly 30% growth on a two-year stacked basis [14] - Project Management revenue grew by 22% year-over-year, driven by strong leasing activity and new contracts [15][75] - Capital Markets Services saw debt advisory revenue increase by 27% and investment sales grow by 9% [21] - Software and technology solutions experienced low double-digit growth in software revenue, offset by reduced technology solutions spending [24] Market Data and Key Metrics Changes - U.S. industrial leasing revenue increased by 13%, outperforming the overall U.S. industrial market volume growth of 4% [18] - Global office leasing revenue tracked in line with market volume, with U.S. office leasing revenues growing nearly 3% [19] Company Strategy and Development Direction - The company is focused on organic growth, investing in data technology and AI to enhance operational efficiency and client value [10][27] - There is a commitment to returning capital to shareholders through increased share repurchases while considering M&A opportunities [27][62] - The company aims to maintain high single-digit to low double-digit revenue growth in REMS over the medium term [34] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the market, noting stability in real estate fundamentals and growing tenant demand [29][70] - The evolving policy environment has led to delayed decision-making, particularly in industrial and manufacturing sectors [7][8] - The company anticipates continued organic growth and market share gains, despite potential headwinds from macroeconomic factors [11][29] Other Important Information - The company raised $1 billion in private equity capital in the second quarter, bringing the year-to-date total to $2.9 billion [23] - Liquidity totaled $3.3 billion at the end of the second quarter, with a reported net leverage of 1.2 times [26] Q&A Session Summary Question: Strength in project management and revenue growth expectations - Management noted strong demand for midsized projects and expects continued optimism for the remainder of the year [32][33] Question: Future revenue growth in REMS - Management indicated expectations of high single-digit to low double-digit revenue growth in REMS, with new contract wins contributing positively [34] Question: Growth drivers for JLL moving forward - Key growth drivers include stability in the geopolitical environment and the return of larger transactions in capital markets [35][36] Question: Capital markets pipeline and deal activity - Pipelines are strong compared to last year, with optimism for continued growth in the capital markets business [40][41] Question: Loan loss concerns with Fannie Mae - Management is closely monitoring the portfolio for potential fraud but has not identified specific areas of concern [43] Question: Elevated contract churn in property management - Management is reviewing contracts and expects some turnover as part of a long-term growth strategy [44] Question: Margin expansion expectations - Management expects margin expansion to be stronger in the latter half of the year, though not linear [47][50] Question: Geographic split in capital markets business - Approximately 60% of the business is in the Americas, with 40% in the rest of the world [56] Question: Capital allocation priorities - The company plans to increase share repurchases while maintaining a focus on organic growth and selective M&A [62][63] Question: Client sentiment regarding the macro environment - Clients are adapting to ongoing geopolitical noise and focusing on their business goals, contributing to a stable trading environment [70][71]

Financial Data and Key Metrics Changes - For the second quarter of 2025, consolidated revenue increased by 10%, adjusted EBITDA grew by 17%, and adjusted EPS was up by 29% [6][27][25] - The company reported strong profit margin growth, reflecting the resilience of its platform and confidence in the revised full-year outlook [27][25] Business Line Data and Key Metrics Changes - Real Estate Management Services (REMS) revenue growth was led by Workplace Management, with nearly 30% growth on a two-year stacked basis [13] - Project Management revenue growth was broad-based, particularly in the U.S. and Asia Pacific, with mid-teens management fee growth [13] - Capital Markets Services saw a 27% increase in debt advisory revenue and a 9% growth in investment sales, with a two-year stack growth of 25% for both [19] - Software and technology solutions experienced low double-digit growth in software revenue, offset by reduced technology solutions spending from large clients [22] Market Data and Key Metrics Changes - The U.S. industrial market led growth with a 13% increase, while global office leasing revenue tracked in line with market volume, showing a deceleration in growth [16][17] - The leasing advisory segment saw nearly 3% growth in U.S. office leasing revenues, contrasting with a 3% decline in market volume [17] Company Strategy and Development Direction - The company is focused on organic growth, enhancing operational efficiency, and investing in data technology and artificial intelligence to meet client demand for integrated real estate management solutions [9][25] - There is a commitment to returning capital to shareholders through increased share repurchases while considering M&A opportunities that augment organic initiatives [25][59] Management's Comments on Operating Environment and Future Outlook - Management noted an uptick in delayed decision-making in industrial and manufacturing sectors due to geopolitical and trade policy pressures, but expressed optimism about the stability of the pipeline for midsized capital projects [7][27] - The overall market backdrop remains constructive, with expectations for continued organic growth and market share gains [25][27] Other Important Information - The company raised $1 billion in private equity capital in the second quarter, bringing the year-to-date total to $2.9 billion [21] - Liquidity totaled $3.3 billion at the end of the second quarter, with an improvement in reported net leverage to 1.2 times, down from 1.7 times a year earlier [23] Q&A Session Summary Question: Strength of project management deals and revenue growth expectations - Management expressed optimism about the strength of the project management business, expecting continued demand for midsized projects [30] Question: Revenue growth expectations in REMS - Management indicated expectations of high single-digit to low double-digit revenue growth in REMS over the medium term, with recent contract wins contributing positively [31][32] Question: Growth drivers for JLL moving into 2026 - Management highlighted that the Capital Markets business is sensitive to geopolitical noise, but stable interest rates could support transaction volume growth [33] Question: Capital markets pipeline and deal activity - Management reported a strong pipeline across asset classes, particularly in retail and residential, with optimism for continued performance in Capital Markets [38] Question: Fannie Mae loan loss risks - Management confirmed ongoing monitoring of the portfolio for potential fraud, with no specific areas identified at this time [41] Question: Elevated contract churn in property management - Management acknowledged potential elevated contract turnover as part of a strategy to focus on long-term growth and profitability [42] Question: Margin expansion expectations - Management expects margin expansion to be stronger in the latter half of the year, though not necessarily linear [46][48] Question: Geographic split in capital markets business - Management indicated that approximately 60% of capital markets business is in the Americas and 40% in the rest of the world [54] Question: Capital allocation priorities - Management confirmed an increase in share repurchases while maintaining a focus on organic growth investments [59]

智通财经APP讯，贝壳-W(02423)发布公告，于2025年8月5日斥资500万美元回购85.36万股。 ...

格隆汇8月6日丨美联集团(01200.HK)宣布，公司将于2025年8月21日（星期四）举行董事会会议，藉此 （其中包括）批准公司及其附属公司截至2025年6月30日止六个月的中期业绩及其刊发，以及考虑派发 中期股息（如有）。 ...

Financial Data and Key Metrics Changes - The company reported revenue of $1.6 billion in Q2 2025, marking its first quarter of adjusted EBITDA profitability in three years [18] - Adjusted EBITDA was $23 million in Q2 2025, compared to a loss of $5 million in Q2 2024 [19] - Contribution profit was $69 million in Q2 2025, with a contribution margin of 4.4%, down from $95 million and 6.3% in Q2 2024 [19] Business Line Data and Key Metrics Changes - The company acquired 1,757 homes in Q2 2025, slightly exceeding expectations but down year-over-year due to wider spreads and reduced marketing spend [19] - Listing conversion rates improved significantly, with five times more customers converting to listings compared to traditional methods [11][44] Market Data and Key Metrics Changes - The housing market has deteriorated, with persistently high mortgage rates suppressing buyer demand and leading to lower clearance rates [21] - The company expects a sequential decline in Q4 revenue similar to Q3, indicating ongoing challenges in the market [21] Company Strategy and Development Direction - The company is transitioning from a single product to a distributed platform with multiple offerings delivered through agents, aiming to enhance customer choice and speed [8][10] - The launch of the Cash Plus product aims to provide sellers with immediate cash while allowing them to maximize proceeds upon resale, aligning incentives with customers [14][48] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging housing market but emphasized the long-term strategy for durability, relevance, and scale over the next decade [17] - The company anticipates that the impact of new initiatives will show up in conversion rates and contracts before reflecting in the P&L, with significant contributions expected in 2026 [30] Other Important Information - The company ended Q2 2025 with 4,538 homes representing $1.5 billion in net inventory and $1.1 billion in total capital [20] - The company issued $325 million of convertible senior notes in May 2025, extending maturities and adding cash to the balance sheet [20] Q&A Session Summary Question: Regarding Q3 guidance and macro conditions - Management indicated that the macro environment has stabilized but remains below early Q2 levels, with expectations for Q3 and Q4 based on current conditions [28] Question: Impact of new initiatives on contribution margin - Management stated that Cash Plus could enhance confidence in achieving target contribution margins due to lower upfront capital needs and better risk adjustment [33] Question: Sequential decline in Q4 revenue - Clarified that the sequential decline in Q4 revenue is expected on a percentage basis, not absolute dollars, with operational expenses expected to increase in Q4 due to marketing strategies [37][38] Question: Seller demand in a buyer's market - Management noted no current increase in seller demand, as it is contingent on buyer demand improving first [39] Question: Performance of the distributor platform - Management reported that pairing sellers with agents early in the selling journey has significantly improved conversion rates, with twice as many customers reaching cash offers [42][43] Question: Trends in spreads and home price volatility - Management expects spreads to peak in late spring and trend down in the second half of the year, with home price appreciation typically varying seasonally [63][68]

皇庭国际最新股价为2.95元，较前一交易日上涨1.03%。盘中最高触及2.96元，最低下探至2.93元，成交 量为28.12万手，成交额达0.83亿元。 皇庭国际主营业务涵盖房地产服务及商业运营，同时涉及半导体相关业务。公司注册地位于广东，总市 值约34.88亿元。 2025年8月5日，皇庭国际主力资金净流出1003.84万元，占流通市值的0.38%。近五个交易日，主力资金 累计净流出1.48亿元，占流通市值的5.53%。 风险提示：股市有风险，投资需谨慎。 来源:金融界 ...

该信息由智通财经网提供 智通财经APP讯，贝壳-W(02423)发布公告，于2025年8月4日该公司斥资500万美元回购83.79万股，回 购价格为每股5.91-6.13美元。 ...