消费市场展现强劲韧性 产业地产迈向质量竞争新阶段 南京，2026年1月20日——享誉全球的房地产服务和咨询顾问公司戴德梁行成功举办2025年终市场回顾 媒体发布会，针对写字楼市场、零售商业市场以及产业地产市场进行年终盘点，并展望2026年行业发展 新机遇。 南京写字楼市场震荡蓄力、积极求变 2025年南京典型高品质写字楼新增供应面积约40万平方米，入市的典型项目如华贸中心、南京招商局中 心、德基世贸中心、嘉华AKIS翎际T3等。截止季末，全市高品质项目存量超550万平方米。本年度全市 重点板块可录得吸纳量为22.3万平方米，较去年增加1.6万平方米，同比增长约8%。近两年成交量相较 于2021-2023年有明显提升，主要受联合办公及运营商等大面积客户成交助推影响。第四季度全市空置 率为29.1%，同比增长约3.9%，环比增长约0.7%，租赁市场仍面临一定挑战。 四季度，全市写字楼租赁市场整体租金延续小幅下行态势。截止季末，全市平均租金约2.37元/平方米/ 天，同比下降7.0%，环比下降0.8%。新街口、鼓楼、河西和江宁四大重点板块的平均租金分别为3.80 元/平方米/天、2.66元/平方米/天、3.10元/ ...

格隆汇1月31日丨世联行(002285.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利润 为亏损4.8亿元—7.2亿元，上年同期亏损1.98亿元；扣除非经常性损益后的净利润为亏损4.3亿元—6.4亿 元，上年同期亏损2.44亿元。 ...

证券日报网讯 1月30日，我爱我家在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东 总户数为75298户。 （文章来源：证券日报） ...

证券日报网讯1月30日，我爱我家（000560）在互动平台回答投资者提问时表示，截至2026年1月10日， 公司股东总户数为77790户。 ...

南财智讯1月30日电，世联行发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-48,000万元—-72,000万元，即净亏损4.80亿元—7.20亿元；预计2025年全年归属于上市公司股东的扣 除非经常性损益的净利润为-64,000万元—-43,000万元。报告期内，公司预计归属于上市公司股东的净 利润亏损约48,000万元-72,000万元。对公司净利润亏损产生较大影响的事项主要包括：（1）公司主营 业务收入下降，业务毛利随之减少，影响当期利润。（2）公司积极采取各项措施回收应收款项，但根 据《企业会计准则》和公司会计政策的有关规定，基于谨慎性原则，公司对减值迹象明显的应收款项进 行减值测试，预计计提预期信用损失约11,000万元-18,000万元。（3）根据《企业会计准则》和公司会 计政策的有关规定，基于谨慎性原则，公司对商誉、房产及金融资产进行减值测试，预计计提相关的资 产减值损失约19,000万元-32,000万元，其中金融资产预计减值损失约9,000万元-16,000万元，此项为非 经常性损益项目。 ...

Market Overview - On January 29, the real estate service sector rose by 4.56% compared to the previous trading day, with TeFa Service leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - TeFa Service (300917) closed at 42.60, up 10.13% with a trading volume of 220,900 shares [1] - Zhujiang Shares (600684) closed at 4.92, up 10.07% with a trading volume of 824,500 shares [1] - Wo Ai Wo Jia (000560) closed at 3.33, up 9.90% with a trading volume of 3,395,100 shares [1] - Other notable performers include Shilianhang (002285) up 5.13% and Zhaoshang Jiyu (001914) up 3.50% [1] Capital Flow - The real estate service sector saw a net inflow of 461 million yuan from institutional investors, while retail investors experienced a net outflow of 179 million yuan [2] - The main capital flow data indicates that Wo Ai Wo Jia had a net inflow of 257 million yuan from institutional investors, but a net outflow of 121 million yuan from retail investors [3] - Zhujiang Shares also had a significant net inflow of 121 million yuan from institutional investors, with a net outflow of 70 million yuan from retail investors [3]

投顾分析 我爱我家01月29日主力（dde大单净额）净流入2.54亿元，涨跌幅为9.90%，主力净量(dde大单净额/流通股) 为3.41%，两市排名14/5185。 投顾分析 我爱我家今日主力净量为正，且值较大，表明主力大幅流入，主动买入明显多于主动卖出。我爱我家今日 大涨9.90%，主力拉升明显。 我爱我家今日主力净量为正，且值较大，表明主力大幅流入，主动买入明显多于主动卖出。我爱我家今日 大涨9.90%，主力拉升明显。 我爱我家01月29日主力（dde大单净额）净流入2.54亿元，涨跌幅为9.90%，主力净量(dde大单净额/流通股) 为3.41%，两市排名14/5185。 ...

Group 1 - Beike-W (02423.HK) saw an afternoon increase of over 8%, specifically rising by 8.49% to reach HKD 52.4 [1] - The trading volume for Beike-W amounted to HKD 803 million [1]

Core Viewpoint - Beike-W (02423) has seen a significant increase in stock price, rising over 8% to HKD 52.4, with a trading volume of HKD 803 million, indicating positive market sentiment towards the company [1] Group 1: Market Performance - The second-hand market is showing stability in both volume and price, which is expected to positively impact Beike's performance [1] - In the first 18 days of January 2026, Beike recorded a 33% year-on-year increase in second-hand property transactions across 79 cities, suggesting a rebound in market activity [1] - Excluding market share growth, the current transaction volume corresponds to an annualized second-hand transaction volume of 860 million square meters, a 24% increase compared to 2025, aligning with the annualized figure of 840 million square meters from Q4 2024 [1] Group 2: Share Buyback Activity - Beike has been actively repurchasing its shares, spending approximately USD 300,000 to buy back around 497,700 shares on January 26, 23, and 22, and USD 350,000 for 58,910 shares on January 20 [1] - This consistent buyback activity indicates the company's confidence in its stock value and future prospects [1]

Group 1 - The core viewpoint of the article highlights that Beike-W (02423) has seen a significant increase in stock price, rising over 8% to HKD 52.4, with a trading volume of HKD 803 million [1] - GF Securities reports that the stability in the second-hand market positively impacts Beike's performance, noting a significant rebound in second-hand transaction volume in early 2026, with a 33% year-on-year increase in the first 18 days of January across 79 cities [1] - The annualized second-hand transaction volume is projected to reach 860 million square meters in 2026, reflecting a 24% increase compared to 2025, indicating a potential "small spring" in the market for 2026 [1] Group 2 - Beike has been actively repurchasing its shares, spending approximately USD 3 million on January 26 to buy back about 497,700 shares, and similar amounts on previous days for additional share repurchases [1] - The company has consistently engaged in share buybacks, with multiple transactions recorded in January, indicating a strategic move to enhance shareholder value [1]