2025年第二季度，我们围绕这些变化展开了一系列积极探索。在房产交易服务上，我们运用科学管理和 AI技术等能力，更深度地建立对"房"和"客"的服务能力，探索由规模驱动转向效率驱动的新增长模式。 在家装家居业务上，我们探索以商圈精耕为核心，依托签约服务中心打造产品化样板房展厅，大幅提升 了用户信任度和便利性。在房屋租赁服务上，我们基于产品迭代、AI重构运营等举措，推动业务向对 极致效率的追求迈进。在贝好家 业务板块，我们深度打磨C2M能力，为产业带来基于客户洞察的独特 新价值。 智通财经APP讯，贝壳-W(02423)发布截至2025年6月30日止6个月中期业绩，该集团取得净收入总额人 民币493.39亿元(单位下同)，同比增加24.13%;归属于贝壳控股有限公司的净利润21.57亿元，同比减少 7.2%;归属于贝壳控股有限公司普通股股东的每股基本净收益0.64元。 贝壳董事会主席兼首席执行官彭永东先生表示，"2025年第二季度，我们的业务延续了高质量发展。同 时，我们也深刻认识到，在中国房地产行业发展的新形势下，消费者需求正在发生巨大转变;我们平台 也在人店网络实现显著规模增长的基础上，将走向效率驱动发展的新 ...

资料显示，贝壳控股有限公司是领先的线上线下一体化的房产交易和服务平台。公司率先在中国打造了 平台基础设施和标准,致力于重塑服务者作业模式,从而更高效地为消费者提供二手房和新房交易、房屋 租赁、家装家居及其他房产交易及居住服务。公司相信与平台参与者线上线下的积极互动,能够加深公 司对平台参与者的了解并为其提供更好的服务。公司拥有并经营着链家,中国服务品质领先的房产经纪 品牌,同时也是贝壳平台的重要组成部分。公司认为,链家的成功和沉淀为行业基础建设和标准打造铺平 道路,并推动贝壳快速持续发展。自2001年链家成立以来,公司已积累超过23年的运营经验。基于这些丰 富的行业经验,公司形成了对市场、经营环境和客户需求的独特洞察;公司认为,这些积累对公司提供有效 的解决方案、扩展市场版图以及把握横纵延展的机会至关重要。 7月14日，贝壳(BEKE)开盘上涨2.41%，截至21:30，报18.925美元/股，成交345.3万美元，总市值225.35 亿美元。 本文源自：金融界 财务数据显示，截至2025年03月31日，贝壳收入总额233.28亿人民币，同比增长42.44%；归母净利润 8.56亿人民币，同比增长98.2%。 ...

Group 1: Key Recommendations - The report highlights that Haiguang Information (688041.SH) is a core player in the domestic computing chip sector, while Zhongke Shuguang leads in server systems. Their merger will create a closed-loop layout for the computing industry chain, maximizing resource utilization and enhancing industry competitiveness. The projected net profits for Haiguang Information from 2025 to 2027 are estimated at CNY 2.956 billion, CNY 4.314 billion, and CNY 6.153 billion, with corresponding PE ratios of 111.7X, 76.5X, and 53.6X based on the closing price on June 10, 2025 [2][9][10] - Beike-W (2423.HK) is recognized as a leading integrated real estate transaction service platform, with significant advantages in real estate brokerage. The company is expected to benefit from policy support for market recovery, with projected EPS for 2025 to 2027 at CNY 1.58, CNY 1.83, and CNY 2.11, corresponding to PE ratios of 28.7X, 24.8X, and 21.5X. The report gives a "recommend" rating for the stock [2][11][12] Group 2: Company Overview - Haiguang Information is a leading high-end processor design company in China, having developed various high-end processor products widely used in data centers across telecommunications, finance, and internet sectors. Zhongke Shuguang is a leading enterprise in high-end computing, focusing on high-end computers, storage, and data centers. The merger will enable Haiguang Information to achieve a closed-loop layout from high-end chip design to high-end computer systems, enhancing its competitive edge in the industry [8][9][10] - Beike has established a robust position in the real estate brokerage market, with a significant market share in both existing and new home transactions. The company’s "true housing source" standard and ACN network address service quality issues, creating a unique competitive advantage. The projected total transaction volume for 2024 is CNY 3.3 trillion, with net revenue reaching CNY 934.6 billion, marking a historical high [11][12] Group 3: Industry Insights - The computing industry is undergoing a transformation with a focus on domestic chip production and intelligent computing infrastructure. The merger of Haiguang Information and Zhongke Shuguang is expected to accelerate the localization of the computing industry in China, enhancing the overall competitiveness of the sector [8][9] - The real estate market is showing signs of recovery, supported by policy measures. Beike's diversified business model, including home decoration and rental services, positions it well for future growth. The company is expected to leverage its brokerage strength to drive growth in its ancillary services [11][12]

Group 1 - The core viewpoint of the article highlights Beike's financial performance, showing a revenue increase but a decline in net profit [1][2] - As of June 10, Beike's stock opened at $19.27 per share, with a total market capitalization of $23.138 billion [1] - Beike's total revenue for the year ending December 31, 2024, is projected to be 93.457 billion RMB, representing a year-on-year growth of 20.16% [1] - The company's net profit attributable to shareholders is expected to be 4.065 billion RMB, reflecting a year-on-year decrease of 30.91% [1] Group 2 - Beike Holdings Limited is a leading integrated online and offline real estate transaction and service platform in China [2] - The company has established platform infrastructure and standards, aiming to reshape service operation models for more efficient consumer services in second-hand and new housing transactions, rentals, and home decoration [2] - Beike operates the well-known real estate brokerage brand, Lianjia, which is a significant part of the Beike platform and has over 23 years of operational experience since its establishment in 2001 [2] - The company's accumulated industry experience provides unique insights into market conditions and customer needs, which are crucial for effective solutions and market expansion [2]

Group 1 - The core viewpoint of the article highlights Beike's financial performance, showing a revenue increase but a decline in net profit [1][2] - As of June 3, Beike's stock price rose by 2.14% to $18.385 per share, with a total market capitalization of $22.075 billion [1] - For the fiscal year ending December 31, 2024, Beike's total revenue is projected to be 93.457 billion RMB, representing a year-on-year growth of 20.16%, while the net profit attributable to shareholders is expected to be 4.065 billion RMB, reflecting a year-on-year decrease of 30.91% [1] Group 2 - Beike Holdings Limited is recognized as a leading integrated online and offline real estate transaction and service platform in China [2] - The company has established platform infrastructure and standards, aiming to reshape service operation models for more efficient consumer services in second-hand and new housing transactions, rentals, home decoration, and other real estate services [2] - Beike operates the well-known real estate brokerage brand, Lianjia, which is a significant part of the Beike platform and has over 23 years of operational experience since its establishment in 2001 [2]

上天天基金APP搜索【777】开户即可领98元券包 ，优选科技基金10元起投！ 限量发放！ 先到 先得！ 今年一季度就高调看多中国资产的景林资产，加仓路径曝光。 近日，景林资产在美国证券交易委员会（SEC）公布了2025年一季度末的美股持仓情况。 数据显示，截至一季度末，景林资产在美股市场持有31家公司的股票，总市值为32.3亿美元。从调仓动 作来看，景林资产今年一季度大手笔买入了贝壳、阿里巴巴、富途控股、台积电等中概股。 据渠道人士透露，当前景林资产对中国资产依旧较为乐观。景林资产认为，伴随着市场情绪改善，中国 企业的全球竞争力不断增强，中国资产的"阿尔法"机会值得关注。 贝壳新进前十大重仓股 美国证券交易委员会公开资料显示，截至今年一季度末，景林资产美股持仓的前十大重仓股分别为脸书 母公司Meta、拼多多、网易、满帮集团、台积电、富途控股、苹果、中通快递、奇富科技和贝壳。 今年一季度，景林资产新进买入阿里巴巴60.1万股。Choice数据显示，今年以来受益于中国科技产业的 重大突破，阿里巴巴股价实现快速上涨，一季度涨幅接近56%。无独有偶，桥水基金一季度也买入逾 540万股阿里巴巴，截至一季度末，阿里巴巴 ...