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02602 万物云
交易中 09-25 14:11:28
24.250
-0.850
-3.39%
最高
24.900
最低
24.050
成交量
17.53万
今开
24.900
昨收
25.100
日振幅
3.39%
总市值
285.78亿
流通市值
31.05亿
总股本
11.78亿
成交额
423.99万
换手率
0.14%
流通股本
1.28亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
科技赋能 万物云加快布局智慧城市服务
经济参考网 · 09-21
科技赋能 万物云加快布局智慧城市服务
中金:维持万物云(02602)“跑赢行业”评级 目标价42.5港元
智通财经 · 09-20
中金:维持万物云(02602)“跑赢行业”评级 目标价42.5港元
华泰证券:物管公司毛利率环比初现拐点 头部国央企更具估值修复空间
智通财经 · 09-19
华泰证券:物管公司毛利率环比初现拐点 头部国央企更具估值修复空间
【券商聚焦】招银国际:地产销售恢复的可持续性仍有待观察
凤凰网港股 · 09-19
【券商聚焦】招银国际:地产销售恢复的可持续性仍有待观察
万物云09月11日主力资金流出39万元 连续3日减仓
自选股智能写手 · 09-11
万物云09月11日主力资金流出39万元 连续3日减仓
港股异动 | 物管股全线回落 多股跌幅超4% 大摩称市场重新关注公司经营及现金流状况
智通财经 · 09-11
港股异动 | 物管股全线回落 多股跌幅超4% 大摩称市场重新关注公司经营及现金流状况
万物云盘中异动 股价大跌5.00%报26.601港元
自选股智能写手 · 09-11
万物云盘中异动 股价大跌5.00%报26.601港元
【券商聚焦】华泰证券:房企整体运营仍然处于磨底阶段
凤凰网港股 · 09-08
【券商聚焦】华泰证券:房企整体运营仍然处于磨底阶段
万物云弱市“练肌肉”
华尔街见闻 · 09-05
万物云弱市“练肌肉”
万物云“带资进场”抢食存量物业
经济观察网 · 08-30
万物云“带资进场”抢食存量物业
万物云(2602.HK):蝶城战略优势兑现 循环业务引领增长
海通证券 · 08-29
万物云(2602.HK):蝶城战略优势兑现 循环业务引领增长
万物云朱保全谈物企独立性:好皮囊是父母生的,好身体是自己练的
蓝鲸财经 · 08-29
万物云朱保全谈物企独立性:好皮囊是父母生的,好身体是自己练的
【券商聚焦】光大证券维持万物云(02602)“买入”评级 指其蝶城战略成效初显
凤凰网港股 · 08-28
【券商聚焦】光大证券维持万物云(02602)“买入”评级 指其蝶城战略成效初显
万物云股价拉升10.15% 市值涨3.88亿港元
自选股智能写手 · 08-28
万物云股价拉升10.15% 市值涨3.88亿港元
物管股多数上涨 万物云(02602)涨超8% 财政部、税务总局将继续实施公共租赁住房税收优惠政策
凤凰网港股 · 08-28
物管股多数上涨 万物云(02602)涨超8% 财政部、税务总局将继续实施公共租赁住房税收优惠政策
物管股早盘走高 万物云涨超8%雅生活服务涨超4%
新浪港股 · 08-28
物管股早盘走高 万物云涨超8%雅生活服务涨超4%
港股异动 | 万物云(02602)涨超7%领涨物管股 上市房企融资获松绑 物管行业受益城中村改造
智通财经网 · 08-28
港股异动 | 万物云(02602)涨超7%领涨物管股 上市房企融资获松绑 物管行业受益城中村改造
物企中报深读丨“后庇荫时代”的万物云独立路径答问
21世纪经济报道 · 08-26
物企中报深读丨“后庇荫时代”的万物云独立路径答问
中报现场| 万物云管理层:未使用过“带资进场” 物管行业竞争逐渐转向存量房市场
每日经济新闻 · 08-26
中报现场| 万物云管理层:未使用过“带资进场” 物管行业竞争逐渐转向存量房市场
万物云上半年收入160.2亿元 累计提效改造150个蝶城
中国经营报 · 08-26
万物云上半年收入160.2亿元 累计提效改造150个蝶城
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公司概况
公司名称:
万物云
所属市场:
SEHK
上市日期:
--
主营业务:
万物云空间科技服务股份有限公司是一家主要从事提供物业管理服务的中国公司。该公司主要通过三个部门开展业务。社区空间居住消费服务部门主要提供住宅物业服务、居住相关资产服务和其他社区增值服务。商企和城市空间综合服务部门主要提供物业及设施管理服务、开发商增值服务以及城市空间整合服务。人工智能物联网(AIoT)及业务流程即服务(BPaaS)解决方案服务部门主要AIoT解决方案和BPaaS解决方案。
发行价格:
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万物云加快布局智慧城市服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2369122695","media":"经济参考网","top":-1,"share":"https://www.laohu8.com/m/news/2369122695?lang=zh_cn&edition=full","pubTime":"2023-09-21 13:57","pubTimestamp":1695275857,"startTime":"0","endTime":"0","summary":"日前,“第二届城市之光·广州市镇街全域服务治理专题论坛”在广州开幕,业内人士齐聚一堂,共同探讨以科技赋能城市治理高质量发展之路。作为企业代表,万物云受邀分享试点项目经验,万物云智慧城市营销中心总经理马婷婷以《为城市管理插上“智慧”之翼》为主题进行分享。她表示,万物云作为城市服务的积极探索者与参与者,在“机制+技术+运营”上形成了创新的三轮驱动模式。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202309212854393174.html","is_publish_highlight":false},{"id":"2368890169","title":"中金:维持万物云(02602)“跑赢行业”评级 目标价42.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2368890169","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2368890169?lang=zh_cn&edition=full","pubTime":"2023-09-20 16:27","pubTimestamp":1695198461,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中金发布研究报告称,维持万物云“跑赢行业”评级,目标价42.5港元。存量端,万物云一二线城市管理面积占比及单城市项目数量领先行业、且在部分选定价值街道内密度更高;增量端,万物云项目拓展及退出均聚焦价值街道,如1H23蝶城内新拓住宅年化饱和收入9.91亿元、同增双位数以上;截至1H23,该行估计蝶城内项目贡献住宅物管饱和收入已达6成。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/997204.html","is_publish_highlight":false},{"id":"2368297434","title":"华泰证券:物管公司毛利率环比初现拐点 头部国央企更具估值修复空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2368297434","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2368297434?lang=zh_cn&edition=full","pubTime":"2023-09-19 16:30","pubTimestamp":1695112251,"startTime":"0","endTime":"0","summary":"从PEG的角度出发,持续兑现成长韧性的头部国央企物管公司更具估值修复空间。样本物管公司毛利率为21.7%,同比-1.5pct,但较2022全年+0.6pct,基础物管和社区增值服务毛利率环比初现拐点,但仍需警惕下半年应收账款和商誉减值的潜在冲击。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/996634.html","is_publish_highlight":false},{"id":"2368784059","title":"【券商聚焦】招银国际:地产销售恢复的可持续性仍有待观察","url":"https://stock-news.laohu8.com/highlight/detail?id=2368784059","media":"凤凰网港股","top":-1,"share":"https://www.laohu8.com/m/news/2368784059?lang=zh_cn&edition=full","pubTime":"2023-09-19 14:46","pubTimestamp":1695105998,"startTime":"0","endTime":"0","summary":"招银国际表示,统计局8月房地产数据符合预期。而该行认为销售恢复的可持续性则有待观察,主要由于:1) 根据渠道调研一线城市新政出台第二周的访交较第一周已有回落;2)房价继续下跌使购房者观望情绪反复;3)中长期看购房者对未来收入预期并无明显恢复,这将持续抑制购房需求的释放。综上,在目前大家普遍更关注政策产生效果的大背景下,一旦销售展示出恢复不可持续的迹象,板块股价将迎来一波下跌。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=00ca7e5d082ecda60a6795c5e74cc638","is_publish_highlight":false},{"id":"2366186543","title":"万物云09月11日主力资金流出39万元 连续3日减仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2366186543","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2366186543?lang=zh_cn&edition=full","pubTime":"2023-09-11 16:17","pubTimestamp":1694420222,"startTime":"0","endTime":"0","summary":"09月11日, 万物云股价跌3.57%,报收27.00元,成交金额718万元,换手率0.21%,振幅4.82%,量比0.62。万物云今日主力资金净流出39万元,连续3日净流出,上一交易日主力净流出186万元,今日环比减少79.03%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为87.50%,平均跌幅为2.68%。该股近5个交易日下跌2.52%,主力资金累计净流出76万元;近20日主力资金累计净流出26万元,其中净流出天数为9日。该股主力净额占比0.01%,港股市场排名2456/2614。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091116174983d6e340&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091116174983d6e340&s=b","is_publish_highlight":false},{"id":"2366360674","title":"港股异动 | 物管股全线回落 多股跌幅超4% 大摩称市场重新关注公司经营及现金流状况","url":"https://stock-news.laohu8.com/highlight/detail?id=2366360674","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2366360674?lang=zh_cn&edition=full","pubTime":"2023-09-11 11:35","pubTimestamp":1694403339,"startTime":"0","endTime":"0","summary":"摩根士丹利发表研究报告指,物管行业公布中期业绩后,市场已重新将关注重点放回公司的核心业务经营及现金流表现上,预计在与内房母公司或关联开发商脱钩后,物管商盈利将会好转,并获得估值重评。此外,行业持续洗牌,物管商正将发展战略从规模化转向侧重于盈利及现金流状况,并聚焦于核心城市发展核心的物管及增值服务业务。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/993032.html","is_publish_highlight":false},{"id":"2366643883","title":"万物云盘中异动 股价大跌5.00%报26.601港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2366643883","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2366643883?lang=zh_cn&edition=full","pubTime":"2023-09-11 09:57","pubTimestamp":1694397422,"startTime":"0","endTime":"0","summary":"2023年09月11日早盘09时57分,万物云股票出现波动,股价快速下挫5.00%。截至发稿,该股报26.601港元/股,成交量7.88万股,换手率0.06%,振幅3.75%。万物云股票所在的物业服务及管理行业中,整体跌幅为0.44%。该信息摘要如下:数据显示,截止2023年6月底,万物云的EBITDA为人民币18.58亿元,增长20.4%,高于利润增速。从经营净现金流的角度,在上半年,万物云拥有现金及现金等价物为人民币124亿元,经营性净现金流较2022年同期有所改善,同比提升7.5亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091109570384758051&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091109570384758051&s=b","is_publish_highlight":false},{"id":"2365430891","title":"【券商聚焦】华泰证券:房企整体运营仍然处于磨底阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2365430891","media":"凤凰网港股","top":-1,"share":"https://www.laohu8.com/m/news/2365430891?lang=zh_cn&edition=full","pubTime":"2023-09-08 09:37","pubTimestamp":1694137071,"startTime":"0","endTime":"0","summary":"华泰证券表示,中报呈现出房企整体运营仍然处于磨底阶段,核心变量仍在需求端。但7月24日以来,需求端政策落地节奏超市场预期,全国购房杠杆限制宽松历史鲜见,更显力度,该行看好政策对基本面的托底效用,在核心城市有布局的公司有望受益。重点推荐:1)A股开发:城建发展、华发股份、建发股份、滨江集团、万科A、金地集团;2)港股开发:越秀地产(00123)、建发国际集团(01908)、华润置地(01109)、中国海外发展(00688)、龙湖集团(00960);4)物管公司:中海物业(02669)、保利物业(06049)、华润万象生活(01209)、滨江服务(03316)、招商积余、万物云(02602)。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=4f2cd4a2f13648e0f97d04195d0c7a72","is_publish_highlight":false},{"id":"2365081766","title":"万物云弱市“练肌肉”","url":"https://stock-news.laohu8.com/highlight/detail?id=2365081766","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2365081766?lang=zh_cn&edition=full","pubTime":"2023-09-05 11:31","pubTimestamp":1693884695,"startTime":"0","endTime":"0","summary":"谋定未来。","market":"hk","thumbnail":"https://wpimg-wscn.awtmt.com/4ddd1281-358f-4294-8f6b-54633fffc020.jpeg?imageView2/1/w/340/h/340","type":0,"news_type":0,"thumbnails":["https://wpimg-wscn.awtmt.com/4ddd1281-358f-4294-8f6b-54633fffc020.jpeg?imageView2/1/w/340/h/340"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3697161","is_publish_highlight":false},{"id":"2363406373","title":"万物云“带资进场”抢食存量物业","url":"https://stock-news.laohu8.com/highlight/detail?id=2363406373","media":"经济观察网","top":-1,"share":"https://www.laohu8.com/m/news/2363406373?lang=zh_cn&edition=full","pubTime":"2023-08-30 20:45","pubTimestamp":1693399500,"startTime":"0","endTime":"0","summary":"朱保全被抨击的背后是万物云在抢占物业管理地盘过程中的杀手锏“带资进场”,即竞标物业项目时承诺无偿投入一定自有资金,用于小区设施、设备的整改和维护运营。迄今为止,没有公开信息表明万物云是“带资进场”模式的开创者,但万物云带资数额之大,引起同行纷纷“讨伐”。对于“带资进场”,各方立场是不同的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308302052548474d769&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308302052548474d769&s=b","is_publish_highlight":false},{"id":"2363487558","title":"万物云(2602.HK):蝶城战略优势兑现 循环业务引领增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2363487558","media":"海通证券","top":-1,"share":"https://www.laohu8.com/m/news/2363487558?lang=zh_cn&edition=full","pubTime":"2023-08-29 11:11","pubTimestamp":1693278694,"startTime":"0","endTime":"0","summary":"2023 年1H,公司利润为1050.0 百万元,同比增长15.7%,EBITDA 为1858.1 百万元,增长20.4%。2023 年1H,公司循环型业务实现收入127.8 亿元,同比增长14.5%;毛利润达16.6 亿元,同比增长21.1%。2023 年1H,公司循环型业务毛利率为13.0%,较2022 年同期提高0.7 个百分点。截至2023 年1H 底,蝶城总数从2022 年的584 个增长到601 个,累计完成150 个蝶城的提效改造。截至2023 年1H 底,公司共在40 个蝶城中落地房屋焕新业务。2023 年1H,蝶城内房屋焕新签约合同金额达到1.6 亿元,同比增加65.5%,满意度超过98%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230829111139821177a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230829111139821177a6&s=b","is_publish_highlight":false},{"id":"2363739484","title":"万物云朱保全谈物企独立性:好皮囊是父母生的,好身体是自己练的","url":"https://stock-news.laohu8.com/highlight/detail?id=2363739484","media":"蓝鲸财经","top":-1,"share":"https://www.laohu8.com/m/news/2363739484?lang=zh_cn&edition=full","pubTime":"2023-08-29 10:49","pubTimestamp":1693277368,"startTime":"0","endTime":"0","summary":"关于物企“独立性”的讨论仍在持续。行业普遍认为,2021年房地产销售额已经达到峰值,多家房企的销售数据也在这一轮调整周期中不甚理想。往后关联地产公司交付给物企的合约面积难以持续保持高增长,失去母公司的“支援”后,如何走得更平稳更远是每一家物企都在思考的问题。万物云(2602.HK)是最早向外拓展的企业,历经多年的“外出打拼”,其自立能力已有所显现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202308292828797013.html","is_publish_highlight":false},{"id":"2362146500","title":"【券商聚焦】光大证券维持万物云(02602)“买入”评级 指其蝶城战略成效初显","url":"https://stock-news.laohu8.com/highlight/detail?id=2362146500","media":"凤凰网港股","top":-1,"share":"https://www.laohu8.com/m/news/2362146500?lang=zh_cn&edition=full","pubTime":"2023-08-28 15:21","pubTimestamp":1693207260,"startTime":"0","endTime":"0","summary":"实现毛利24亿元,同比增长13.4%,毛利率15.1%;EBITDA为18.6亿元,同比增长20.4%;宣派中期股息每股0.315元,派息总额为EBITDA的20%。该行指,期内,万物云在全国共布局了601个蝶城,共推进150个蝶城流程改造,改造后住宅物业毛利率较改造前提升超过 4pct,上半年由于蝶城改造带来毛利提升 1.04亿元,蝶城战略成效初显,住宅板块表现持续亮眼,盈利能力显著提升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=54d911632b63e40b5fdb0c43efa164ee","is_publish_highlight":false},{"id":"2362114901","title":"万物云股价拉升10.15% 市值涨3.88亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2362114901","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2362114901?lang=zh_cn&edition=full","pubTime":"2023-08-28 11:39","pubTimestamp":1693193994,"startTime":"0","endTime":"0","summary":"2023年08月28日临近午盘11时39分,万物云股票出现波动,股价急速上涨10.15%。截至发稿,该股报29.851港元/股,成交量127.09万股,换手率0.99%,振幅5.90%。万物云股票所在的物业服务及管理行业中,整体涨幅为0.49%。其相关个股中,万物云、卓越商企服务、雅生活服务涨幅较大,振幅较大的相关个股有恒大物业、建业新生活、新城悦服务,振幅分别为14.49%、10.87%、9.77%。上半年,蝶城内房屋焕新签约合同金额达1.6亿元,同比增加70.5%,满意度超过98%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082811395482eed85d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082811395482eed85d&s=b","is_publish_highlight":false},{"id":"2362733111","title":"物管股多数上涨 万物云(02602)涨超8% 财政部、税务总局将继续实施公共租赁住房税收优惠政策","url":"https://stock-news.laohu8.com/highlight/detail?id=2362733111","media":"凤凰网港股","top":-1,"share":"https://www.laohu8.com/m/news/2362733111?lang=zh_cn&edition=full","pubTime":"2023-08-28 11:22","pubTimestamp":1693192972,"startTime":"0","endTime":"0","summary":"截至发稿,物业管理股多数上涨,其中,万物云涨超8%,卓越商企服务涨近6%,雅生活服务涨近4%,世茂服务涨超3%。消息面上,财政部、税务总局表示,对公租房建设期间用地及公租房建成后占地,免征城镇土地使用税。对公租房经营管理单位购买住房作为公租房,免征契税、印花税;对公租房租赁双方免征签订租赁协议涉及的印花税。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=021a0e0d6382fa4720fb228919ff39b9","is_publish_highlight":false},{"id":"2362119283","title":"物管股早盘走高 万物云涨超8%雅生活服务涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2362119283","media":"新浪港股","top":-1,"share":"https://www.laohu8.com/m/news/2362119283?lang=zh_cn&edition=full","pubTime":"2023-08-28 10:58","pubTimestamp":1693191480,"startTime":"0","endTime":"0","summary":" 物管股早盘走高,万物云上涨8.12%,报29.30港元;雅生活服务上涨4.12%,报5.05港元;世茂服务上涨3.90%,报1.60港元;佳兆业美好上涨3.45%,报2.1港元;合景悠活上涨1.15%,报0.88港元;越秀服务上涨0.95%,报3.18港元;新城悦服务上涨0.64%,报4.74港元。现在送您60元福利红包,直接提现不套路~~~快来参与活动吧!","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-08-28/doc-imzitkmp9498138.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-08-28/doc-imzitkmp9498138.shtml","is_publish_highlight":false},{"id":"2362169841","title":"港股异动 | 万物云(02602)涨超7%领涨物管股 上市房企融资获松绑 物管行业受益城中村改造","url":"https://stock-news.laohu8.com/highlight/detail?id=2362169841","media":"智通财经网","top":-1,"share":"https://www.laohu8.com/m/news/2362169841?lang=zh_cn&edition=full","pubTime":"2023-08-28 10:20","pubTimestamp":1693189223,"startTime":"0","endTime":"0","summary":"消息面上,8月27日,证监会发布一系列资本市场利好政策,其中,在上市公司再融资监管方面提出,房地产上市公司再融资不受破发、破净和亏损限制。申港证券则表示,加大城中村及老旧小区改造政策支持力度有利于改善居民生活,亦有利于未来物企增收。此外,政策支持物企拓展业主增值服务边界,有利于物企充分发挥其优势,看好2023年物企此类业务收入的持续增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230828102406820ddfbb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230828102406820ddfbb&s=b","is_publish_highlight":false},{"id":"2362139365","title":"物企中报深读丨“后庇荫时代”的万物云独立路径答问","url":"https://stock-news.laohu8.com/highlight/detail?id=2362139365","media":"21世纪经济报道","top":-1,"share":"https://www.laohu8.com/m/news/2362139365?lang=zh_cn&edition=full","pubTime":"2023-08-26 22:29","pubTimestamp":1693060166,"startTime":"0","endTime":"0","summary":"依托房地产行业而生的物业服务行业,过去两年一直备受市场质疑与拷问。受此扰动,物企的估值也落入了低谷,头部物企及至中小物企,无不受此影响,高光时期龙头的千亿市值,已不复存在。这固然有个别物企违规操作之影响,但本质上,投资者的思路也直白审慎——房地产市场持续走下坡路,房企处境艰难,物企失去了母公司庇荫,高增长曲线似乎没有基础,这就让物企的高估值无所支撑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202308262826099310.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202308262826099310.html","is_publish_highlight":false},{"id":"2362368871","title":"中报现场| 万物云管理层:未使用过“带资进场” 物管行业竞争逐渐转向存量房市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2362368871","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2362368871?lang=zh_cn&edition=full","pubTime":"2023-08-26 21:14","pubTimestamp":1693055650,"startTime":"0","endTime":"0","summary":"8月25日,万物云召开2023年中期业绩发布会。2023年上半年,万物云实现营业收入160.2亿元(人民币,下同),同比增长12.5%;毛利润24.1亿元,同比增长13.4%(去年底为同比下降);毛利率为15.1%,经调整后(剔除历史收购带来的客户关系摊销3.2亿元)毛利率为17.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202308262826093044.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202308262826093044.html","is_publish_highlight":false},{"id":"2362313576","title":"万物云上半年收入160.2亿元 累计提效改造150个蝶城","url":"https://stock-news.laohu8.com/highlight/detail?id=2362313576","media":"中国经营报","top":-1,"share":"https://www.laohu8.com/m/news/2362313576?lang=zh_cn&edition=full","pubTime":"2023-08-26 20:47","pubTimestamp":1693054034,"startTime":"0","endTime":"0","summary":"公告显示,截至6月30日,万物云共推进了三批蝶城进行流程改造,共计150个蝶城,覆盖超过1000个住宅项目,其中102个蝶城已完成全部改造工作并通过验收。截至2022年年末,万物云已完成38个蝶城的提效改造。今年年初,万物云管理层表示:“蝶城业务是公司2023年的主要工作,计划今年至少改造100个蝶城。”截至6月30日,万物云共在40个蝶城中落地房屋焕新业务。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308262048018438606d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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