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所属报告:
建发物业-港股公司首次覆盖报告:资源优渥品质先行未来业绩增长可期-240304(29页).pdf
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图24、房地产规模占比提升2.82pct至32.4%
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市场规模
2026-06-25
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股票在美国居民资产中占比与房地产接近
IyMjIOe+juWbveWxheawkei1hOS6p+mFjee9rue7k+aehO+8iOWNoOavlO+8iQp8IOW5tOS7vSB8IOiCoeelqOWSjOaKlei1hOWfuumHkSB8IOWAuuWIuCB8IOi0p+WfuiB8IOWtmOasviB8IOS9j+aIvyB8CnwtLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLXwtLS0tLS18LS0tLS0tfC0tLS0tLXwKfCAxOTkwIHwg57qmMC4wNyAgICAgICAgICAgfCDnuqYwLjA4IHwg57qmMC4wNyB8IOe6pjAuMjUgfCDnuqYwLjUzIHwKfCAxOTk1IHwg57qmMC4xMCAgICAgICAgICAgfCDnuqYwLjEyIHwg57qmMC4wOCB8IOe6pjAuMjAgfCDnuqYwLjUwIHwKfCAyMDAwIHwg57qmMC4xNSAgICAgICAgICAgfCDnuqYwLjE1IHwg57qmMC4xMCB8IOe6pjAuMTggfCDnuqYwLjQyIHwKfCAyMDA1IHwg57qmMC4yMCAgICAgICAgICAgfCDnuqYwLjE4IHwg57qmMC4xMiB8IOe6pjAuMTcgfCDnuqYwLjMzIHwKfCAyMDEwIHwg57qmMC4yNSAgICAgICAgICAgfCDnuqYwLjIwIHwg57qmMC4xMyB8IOe6pjAuMTYgfCDnuqYwLjI2IHwKfCAyMDE1IHwg57qmMC4zMCAgICAgICAgICAgfCDnuqYwLjIyIHwg57qmMC4xNCB8IOe6pjAuMTUgfCDnuqYwLjE5IHwKfCAyMDIwIHwg57qmMC4zNSAgICAgICAgICAgfCDnuqYwLjI0IHwg57qmMC4xNSB8IOe6pjAuMTQgfCDnuqYwLjEyIHwKfCAyMDI1IHwg57qmMC4zOCAgICAgICAgICAgfCDnuqYwLjI1IHwg57qmMC4xNiB8IOe6pjAuMTMgfCDnuqYwLjA4IHwKCioq6LWE5paZ5p2l5rqQKirvvJpNYWNyb2JvbmTjgIHlm73kv6Hor4HliLjnu4/mtY7noJTnqbbmiYDmlbTnkIY=
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行业数据
2026-06-23
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韩国奢侈品消费规模和房地产、股市资产价格上涨呈正相关
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市场规模
2026-06-18
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近几年我国房地产销售额及占GDP比重
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行业数据
2026-06-12
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图表72017年后房地产行业资产负债率与行业估值
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行业数据
2026-06-09
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1970年以来42国房价跌幅超过20%的房地产泡沫阶段房价跌幅和持续时间之间的关系(实际房价)
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ICAgICAgICAgICAgICAgICAgfCA2LjUgICAgICAgICAgICAgICAgICAgICAgfAp8IOWlpeWcsOWIqSAgICAgfCA5MlEyICAgfCAtMzQgICAgICAgICAgICAgICAgICAgIHwgNy4wICAgICAgICAgICAgICAgICAgICAgIHwKfCDljIjniZnliKkgICAgIHwgMDNRNCAgIHwgLTM2ICAgICAgICAgICAgICAgICAgICB8IDcuNSAgICAgICAgICAgICAgICAgICAgICB8Cnwg6Iqs5YWwICAgICAgIHwgODlRMSAgIHwgLTQ4ICAgICAgICAgICAgICAgICAgICB8IDguMCAgICAgICAgICAgICAgICAgICAgICB8Cnwg6I235YWwICAgICAgIHwgNzhRMiAgIHwgLTQ5ICAgICAgICAgICAgICAgICAgICB8IDguNSAgICAgICAgICAgICAgICAgICAgICB8Cnwg5biM6IWKICAgICAgIHwgMDdRMyAgIHwgLTQ3ICAgICAgICAgICAgICAgICAgICB8IDkuMCAgICAgICAgICAgICAgICAgICAgICB8Cnwg5pel5pysICAgICAgIHwgOTFRMSAgIHwgLTUyICAgICAgICAgICAgICAgICAgICB8IDE5LjAgICAgICAgICAgICAgICAgICAgICB8Cnwg6JGh6JCE54mZICAgICB8IDAwUTQgICB8IC0zNiAgICAgICAgICAgICAgICAgICAgfCAxNS4wICAgICAgICAgICAgICAgICAgICAgfAp8IOW+t+WbvSAgICAgICB8IDk0UTMgICB8IC0yOCAgICAgICAgICAgICAgICAgICAgfCAxOC4wICAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQklT77yI5Zu96ZmF5riF566X6ZO26KGM77yJ77yM55Sz5LiH5a6P5rqQ56CU56m2
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行业数据
2026-06-05
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(4)房地产经纪及资产管理服务包括物业或停车位的二级销售或租赁服务以及为物业开发商的未售物业提供尾盘销售服务。该板块业务依靠建发集团优渥资源及支持发展迅速,公司 2021年 10月与建发国际订立尾盘包销协议,使得该业务 2021年收入同比高增 371.8%,并在 2023年 11月与建发国际续订该协议。2023年上半年该板块业务实现收入 4242万元,同比增长 35%。
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建发物业-港股公司首次覆盖报告:资源优渥品质先行未来业绩增长可期-240304(29页).pdf
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预计社区增值及协同服务2023-2025年收入增速为87.1%、70.4%、48.6%(百
物业管理费用收取模式分为包干制和酬金制
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