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服务即资产:存量时代资产运营的实施路径
Xin Lang Cai Jing· 2026-02-05 12:19
Core Insights - The property management industry is transitioning from focusing on new housing projects to emphasizing the management of existing assets and stock market operations due to a decline in the new housing market, with new housing starts expected to decrease by 20.4% year-on-year in 2025 [2][30] - The importance of value-added services in enhancing asset value and the necessity of implementing stock asset operations are highlighted as key strategies for property companies [2][30] Group 1: Concept and Value - Stock asset operation refers to a series of management activities aimed at maintaining and enhancing the value of completed real estate properties through professional management, services, renovations, and capital operations [3][31] - The value generated from stock asset operations includes maintaining asset pricing, enhancing owner experience, improving property fee collection rates, and contributing to social value through community governance [3][31][32] Group 2: Implementation Path - High-quality basic services are essential for asset preservation, acting as a "stabilizer" for asset value, while diversified value-added services serve as a "magnifier" and "accelerator" for enhancing asset value [6][34] - Successful examples, such as the Nanjing project by New Town Yue Service, demonstrate how quality property management can maintain property values even in declining markets, with the average second-hand house price remaining at 4.39 million yuan per square meter, higher than the opening price [9][36] Group 3: Execution Principles - Property companies must prioritize understanding the actual needs of owners when selecting value-added services, shifting from a supply-driven model to a demand-driven approach [11][38] - Establishing a systematic demand insight mechanism is crucial for capturing unspoken needs of owners, such as temporary storage or pet services, through various data collection methods [12][39] Group 4: Integrated Practices - The exploration of the "property service + life service" model has been encouraged by policies since 2021, aiming to integrate property services with various life services to enhance community asset operations [20][44] - The "property service into households" initiative aims to extend professional services into private home spaces, addressing specific household pain points and enhancing the trust and skill levels of property companies [23][48] Group 5: Case Studies - Various property companies are implementing innovative service models, such as the "One-stop Resource Integration Platform" by Country Garden Service, which combines multiple social service resources [21][47] - New Town Yue Service's "Yue XIN Home+" system provides professional in-home services, addressing daily household challenges and enhancing owner satisfaction [25][50]
永升服务(01995) - 截至二零二六年一月三十一日止月份之股份发行人的证券变动月报表
2026-02-04 08:32
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 永升服务集团有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01995 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.01 HKD | | 40,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.01 HKD | | 40,000,000 | 本月底法定/註冊股本總額: HKD 40,000 ...
永升服务(01995.HK)1月28日耗资36.45万港元回购20万股
Ge Long Hui· 2026-01-28 10:03
格隆汇1月28日丨永升服务(01995.HK)公告,1月28日耗资36.45万港元回购20万股。 ...
永升服务(01995)1月28日斥资36.45万港元回购20万股
智通财经网· 2026-01-28 09:58
智通财经APP讯,永升服务(01995)发布公告,于2026年1月28日斥资36.45万港元回购20万股。 ...
永升服务(01995) - 翌日披露报表
2026-01-28 09:54
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 永升服務集團有限公司 呈交日期: 2026年1月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 FF305 | 1). | 已購回以作註銷但尚未註銷之股份 | | 162,000 | 0.009 % | HKD | 1.68 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年12月15日 | | | | | | 2). | 已購回以作註銷但尚未註銷之股份 | | 200,000 | 0.012 % | HKD | 1.6694 | | | 變動日期 | 2025年12月16日 | | | | | | 3). | 已購回以作註銷但尚未註銷之股份 | | 200 ...
永升服务(01995)1月27日斥资37.05万港元回购20万股
智通财经网· 2026-01-27 09:57
Group 1 - The company Yongsheng Services (01995) announced a share buyback plan, intending to repurchase 200,000 shares at a cost of HKD 370,500 [1]
永升服务1月27日斥资37.05万港元回购20万股
Zhi Tong Cai Jing· 2026-01-27 09:55
永升服务(01995)发布公告,于2026年1月27日斥资37.05万港元回购20万股。 ...
永升服务(01995) - 翌日披露报表
2026-01-27 09:48
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 永升服務集團有限公司 呈交日期: 2026年1月27日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01995 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | | 事件 | 已發行股份(不包括 ...
智通港股沽空统计|1月27日
智通财经网· 2026-01-27 00:24
Group 1 - The top short-selling ratios are recorded for China Resources Beer (100.00%), Anta Sports (100.00%), and Li Ning (100.00%) [1][2] - The highest short-selling amounts are for Pop Mart (1.209 billion), Xiaomi Group (1.075 billion), and Alibaba (0.974 billion) [1][2] - The highest deviation values are for CRRC (42.51%), Li Ning (38.82%), and Ping An Insurance (30.07%) [1][2] Group 2 - The top short-selling amounts list includes Pop Mart (1.209 billion), Xiaomi Group (1.075 billion), and Alibaba (0.974 billion) with respective short-selling ratios of 28.53%, 19.43%, and 8.66% [2] - The top short-selling ratio rankings show China Resources Beer, Anta Sports, and Li Ning all at 100.00% with short-selling amounts of 19.28 thousand, 9.50 thousand, and 10.09 thousand respectively [2] - The deviation values indicate that CRRC has a significant deviation of 42.51%, followed by Li Ning at 38.82% and Ping An at 30.07% [2][3]
永升服务1月26日斥资37.16万港元回购20万股
Zhi Tong Cai Jing· 2026-01-26 09:46
Group 1 - The company Yongsheng Services (01995) announced a share buyback plan [1] - The total amount spent on the buyback is HKD 371,600 [1] - The company repurchased 200,000 shares at a price range of HKD 1.85 to HKD 1.86 per share [1]