Core Viewpoint - The A-share real estate sector has seen significant gains, particularly driven by the launch of a program in Shanghai to acquire second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [1] Group 1: Market Performance - Real estate stocks in the A-share market experienced substantial afternoon gains, with notable performers including I Love My Home and Huafa Co., which hit the daily limit [1] - Other companies such as Rong'an Real Estate, Jingtou Development, and Caixin Development also reached their daily limit previously, while China Merchants Shekou and City Investment Holdings rose over 7% [1] - The following companies showed significant increases: Jindi Group and Tefa Service over 6%, and Zhongzhou Holdings, Jingneng Real Estate, Binjiang Group, and Shilianhang over 5% [1] Group 2: Company Data - Rong'an Real Estate: 10.27% increase, market cap of 6.495 billion [2] - Jingtou Development: 10.09% increase, market cap of 4.445 billion [2] - I Love My Home: 10.06% increase, market cap of 8.503 billion [2] - Huafa Co.: 9.95% increase, market cap of 12.2 billion [2] - Caixin Development: 9.92% increase, market cap of 2.927 billion [2] - China Merchants Shekou: 7.50% increase, market cap of 98.2 billion [2] - City Investment Holdings: 7.13% increase, market cap of 1.39 billion [2] - Jindi Group: 6.69% increase, market cap of 15.1 billion [2] - Tefa Service: 6.52% increase, market cap of 7.183 billion [2] - New Town Holdings: 6.19% increase, market cap of 40.2 billion [2] - Zhongzhou Holdings: 5.88% increase, market cap of 5.87 billion [2] - Jingneng Real Estate: 5.79% increase, market cap of 2.898 billion [2] - Binjiang Group: 5.74% increase, market cap of 37.8 billion [2] - Shilianhang: 5.54% increase, market cap of 5.699 billion [2]

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Market Performance - The real estate service sector increased by 1.52% on February 3, with TeFa Service leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - TeFa Service (300917) closed at 39.90, up 3.07% with a trading volume of 86,200 shares and a transaction value of 3.47 billion [1] - World Union (002285) closed at 2.71, up 3.04% with a trading volume of 491,800 shares and a transaction value of 133 million [1] - ST Mingcheng (600136) closed at 1.75, up 2.34% with a trading volume of 166,100 shares and a transaction value of 28.86 million [1] - I Love My Home (000560) closed at 3.28, up 2.18% with a trading volume of 1,884,200 shares and a transaction value of 616 million [1] - Zhongtian Service (002188) closed at 7.12, up 2.15% with a trading volume of 284,700 shares and a transaction value of 204 million [1] Capital Flow Analysis - The real estate service sector experienced a net outflow of 5.73 million from institutional investors and 30.98 million from speculative funds, while retail investors saw a net inflow of 36.70 million [2] - The capital flow for individual stocks shows that I Love My Home had a net outflow of 15.62 million from institutional investors, while retail investors had a net inflow of 10.58 million [3] - World Union had a net inflow of 6.67 million from institutional investors, but a net outflow of 13.87 million from speculative funds [3]

Investment Rating - The report rates the real estate industry as "Outperforming the Market" [6] Core Insights - The real estate market is showing signs of stabilization with various supportive policies being implemented by the central and local governments, which is expected to enhance market confidence [17] - New home sales are relatively flat, but leading real estate companies are demonstrating resilience, with the top three companies showing slight year-on-year sales growth [14] - The second-hand housing market is experiencing a significant increase in transaction volume, with a year-on-year growth of 37.5% in 16 sample cities [15] - The average price decline of second-hand homes is slowing down, indicating a potential stabilization in the market [16] - The report anticipates that 2026 will see more favorable policies aimed at supporting the real estate market, particularly in the context of the 14th Five-Year Plan [18] Market Performance - In January 2026, the sales amount of the top 100 real estate companies was approximately 178.4 billion yuan, reflecting an 18.4% year-on-year decline, consistent with the overall trend for the year [14] - The A-share real estate sector underperformed the market with a decline of 2.21%, while the Hong Kong real estate sector outperformed with a gain of 5.71% [19][32] - The issuance of real estate credit bonds decreased significantly, with a net financing amount of -95.854 billion yuan in the week ending January 30, 2026 [19][38] REITs Market - The REITs index increased by 0.51% this week, with the property REITs index rising by 0.33% and the operating rights REITs index increasing by 0.74% [40][44] - The total transaction volume for REITs was 1.452 billion yuan, with property REITs accounting for 744 million yuan of this total [53] - Over the past month, the REITs index outperformed the CSI 300 index by 1.65 percentage points [50]

摘要：前三季度还在盈利（欢迎关注杠杆游戏） 1、 对于2025年亏损原因，我爱我家在业绩预告里进行了详细说明，主要有三点，合计影响金额约1.2亿元。 其一，投资性房地产公允价值变动带来的冲击。 受房地产市场整体估值下行影响，依据谨慎性原则及会计准则要求，我爱我家预计对自持的昆明及上海地区部分投资性房地产计提公允价值变动及投资损失 约5000万元。 值得注意的是，此项会计处理仅为资产账面价值的调整，不会影响公司的经营性现金流和实际运营能力。 撰文｜杆姐&编辑｜爱丽丝 房地产中介巨头我爱我家再度亏损。 2026年1月31日，我爱我家披露2025年度业绩预告，公告显示，其预计2025年归属于母公司股东的净亏损约为7000万元至9000万元；扣除非经常性损益后的 净亏损约3000万元至5000万元。 | 项目 | 本报告期 上年同期 | | --- | --- | | 归属于上市公司股东的净利润 亏损:7,000万元 -9,000万元 | 盈利:7,341.23 万元 | | 扣除非经常性损益后的净利润 亏损: 3,000 万元 - 5,000 万元 | 盈利:4,142.20 万元 | | 基本每股收益 | 亏损: ...

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。 ...

证券代码：000560 证券简称：我爱我家 公告编号：2026-002 号 | 项 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 亏损：7,000 | 万元–9,000 万元 | | 盈利：7,341.23 | 万元 | | 扣除非经常性损益后的净利润 | 亏损：3,000 | 万元–5,000 万元 | | 盈利：4,142.20 | 万元 | | 基本每股收益 | 亏损：0.0297 | 元/股–0.0382 | 元/股 | 盈利：0.0312 | 元/股 | 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经会计师事务所预审计。公司就本期业绩预 告有关重大事项与为公司提供年度审计服务的会计师事务所进行了预沟通，双方 对本期业绩预告数据内容不存在重大分歧。公司2025年度具体数据以最终审计结 果为准。 三、业绩变动原因说明 2025年，国内房地产市场环境依然严峻，行业整体处于调整期，市场需求偏 弱，房价面临下行压力。在此复杂困难的宏观环境下，公司管理层积极应对，采 取了一系列有效措施， ...

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。 ...