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- 苹果躺枪苹果躺枪
  ·2020-09-30
  $第九城市(NCTY)$要退市的节奏
  2,044 评论
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- 苹果躺枪苹果躺枪
  ·2020-09-25
  $蓝光嘉宝服务(02606)$为什么这只股成交量上不去？？？在线求解答
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- 苹果躺枪苹果躺枪
  ·2020-03-25
  $蓝光嘉宝服务(02606)$神经病
  2,442 评论
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- 苹果躺枪苹果躺枪
  ·2020-03-23
  任你黑
  在管面积仅增18.3％，蓝光嘉宝上市首年人事大换血
  作者：时代财经黄银桥图片来源：图虫网赴港上市五个月之后，蓝光嘉宝服务交出了第一份上市成绩单。过去一年，蓝光嘉宝服务实现收入总额为21亿元，同比增长43.4%；毛利为7.6亿元，同比增长约56.2%；
  在管面积仅增18.3％，蓝光嘉宝上市首年人事大换血
  1,965 评论
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- 苹果躺枪苹果躺枪
  ·2020-03-05
  $Globus Maritime Limited(GLBS)$每次市场不好的时候，垃圾股就开始作妖了
  2,195 评论
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- 苹果躺枪苹果躺枪
  ·2020-02-13
  $蓝光嘉宝服务(02606)$ 怎么没人发帖
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- 苹果躺枪苹果躺枪
  ·2019-10-02
  $蔚来(NIO)$ 资本投资这个，估计接下来5年内别想回本
  2,905 评论
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- 苹果躺枪苹果躺枪
  ·2019-08-16
  $通用电气(GE)$ 明显是拉高出货
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- 苹果躺枪苹果躺枪
  ·2019-05-22
  $Fastly, Inc.(FSLY)$ 为什么跌了，看这公司介绍，这两年业绩都在增加啊[惊讶]
  2,976 评论
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- 苹果躺枪苹果躺枪
  ·2019-05-21
  $中新控股(08207)$ 几时退市？
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再加上蚂蚁又要来了……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920454025,"gmtCreate":1585121547867,"gmtModify":1704356977350,"author":{"id":"3481316156901651","authorId":"3481316156901651","name":"苹果躺枪","avatar":"https://static.tigerbbs.com/604de422a7e3faa8a8c0c91e2a4c79a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481316156901651","authorIdStr":"3481316156901651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02606\">$蓝光嘉宝服务(02606)$</a>神经病","listText":"<a 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08:41","market":"hk","language":"zh","title":"在管面积仅增18.3％，蓝光嘉宝上市首年人事大换血","url":"https://stock-news.laohu8.com/highlight/detail?id=2021980864","media":"时代财经","summary":"作者：时代财经 黄银桥图片来源：图虫网赴港上市五个月之后，蓝光嘉宝服务交出了第一份上市成绩单。过去一年，蓝光嘉宝服务实现收入总额为21亿元，同比增长43.4%；毛利为7.6亿元，同比增长约56.2%；","content":"<html><body><article><p>作者：时代财经 黄银桥</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11485580902/0\"/><p>图片来源：图虫网</p><p>赴港上市五个月之后，<a href=\"https://laohu8.com/S/02606\">蓝光嘉宝服务</a>交出了第一份上市成绩单。</p><p>过去一年，蓝光嘉宝服务实现收入总额为21亿元，同比增长43.4%；毛利为7.6亿元，同比增长约56.2%；净利润为4.44亿元，同比增长约49.6%；公司拥有人应占利润为4.3亿元，同比增长约48.5%。</p><p>尽管收入和利润的增长速度都明显低于<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>、<a href=\"https://laohu8.com/S/03319\">雅生活服务</a>等头部物业同行，但资本市场似乎对蓝光嘉宝服务颇为青睐。</p><p>3月20日，蓝光嘉宝服务股价收报34.95港元/股，涨幅高达23.5%，领跑全行，同时结束了股价十日连跌的局面。JP摩根还将其目标价调为70港元/股。</p><p>如同房企一样，规模始终是目前物业公司的关注重点。过去2019年，蓝光嘉宝服务合约面积增加58.8%至1.17亿平方米，但在管面积增长较为缓慢，增幅只有18.3%，达7170万平方米。</p><p>据时代财经了解，蓝光嘉宝服务上市以来在扩张物业规模上只用了小部分资金。按照原计划，蓝光嘉宝服务15.31亿元IPO募资所得77%（11.79亿元）用于扩大规模，但截至2019年底，仅用了2400万元。</p><p>目前蓝光嘉宝服务来自第三方开发商的在管面积已经大大超过内生式增长，前者为4261.1万平方米，后者为2910.6万平方米，但前者收入为5.52亿元，不如后者的5.86亿元。</p><p>差距主要来自两者的平均物业管理费。于2019年度，蓝光嘉宝服务来自蓝光集团的住宅物业项目平均物业管理费为2.4元/平方米/月，独立第三方开发的住宅物业项目平均物业管理费仅为1.6元/平方米/元。</p><p>进入2020年，蓝光嘉宝服务扩张速度有所加快。1月10日，该公司一口气与成都创艺物业有限公司、无锡东洲物业管理有限公司签署股权转让协议。通过100%股权的转让，成都创艺物业、无锡东洲物业两家公司将成为蓝光嘉宝服务的全资附属公司。</p><p>不过，与大多数同行不同的是，蓝光嘉宝服务目前发展仍较为传统，并没有把触角延伸住宅以外的其他物业上。</p><p>蓝光嘉宝服务物业管理费收缴率也较同行低，2019年收缴率为88%，而雅生活住宅项目（不包括收并购）的整体收缴率高达94.9%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>服务则为95.2%。</p><p>过去一年，蓝光嘉宝服务在社区增值服务、信息技术系统维护及升级上投入更多，上市募资的额度已悉数用完，实际使用款项分别为7656.4万元、1.23亿元。</p><p>2019年，蓝光嘉宝服务通过创新“嘉宝生活家”移动应用程序，为业主提供生活产品、家政服务和清洁、房屋装修和维护、固定资产管理等增值服务。</p><p>受此影响，社区增值服务的收入同比增长了34.9%，达到4.49亿元，增速高于物业管理服务的26.6%。</p><p>另一增长迅速的业务还有咨询服务，收入为5.11亿元，同比增长121%。该项目服务形式主要包括协销服务、物业承接查验服务及向物业管理公司提供咨询服务。</p><p>蓝光嘉宝服务称，咨询服务将成为公司争取潜在物业委聘的优势，因为咨询服务可以帮助公司在物业开发项目的早期阶段与物业开发商建立及培养业务关系。</p><p>因咨询服务及社区增值服务占比提升，蓝光嘉宝服务2019年的毛利率提升三个百分点至36.2%。物业管理服务、咨询服务、社区增值服务毛利率分别为28%、51.9%、34.4%。</p><p>业绩之外，蓝光嘉宝服务上市以来还有一个突出变化，就是高管团队进行了一次大洗牌。</p><p>在监事层面，王璐接替王小英成为新一任监事，李茹接棒赵扬，任职工代表监事。其次，在董事会层面，2019年10月18日上市时，蓝光嘉宝服务的执行董事包括姚敏、吴刚、陈景超三人，而最新披露名单中，吴刚、陈景超已经被刘侠、孙哲峰取代。</p><p>职业经理人邹昊自2019年12月30日起担任联系总裁一职，此后又接连取代张强、陈振华，接任首席财务官、联席公司秘书及授权代表等职务。</p><p>值得一提的是，上市之前，蓝光嘉宝服务还一度因为要挽留人才，而将吴刚、陈景超、陈振华、张强等人变为合伙人。</p><p>2018年11月9日，为留住人才，蓝光嘉宝服务通过了一份股权激励计划，为促进该计划的实施，蓝光嘉宝服务的股本从1.23亿元增至1.29亿元，额外增加的出资548.6万元由宁波嘉乾企业管理合伙企业（有限合伙）支付。</p><p>彼时，董事长姚敏为宁波嘉乾普通合伙人，两名高级管理人员张志军及李丽娟以及另一名当时雇员为有限合伙人，两名执行董事吴刚及陈景超、三名高级管理人员陈振华、张强及吕良海以及三名其他雇员则为宁波嘉乾的额外有限合伙人。</p><p>宁波嘉乾的注资金额已于2018年12月3日付清，出资完成后，宁波嘉乾成为了持有蓝光嘉宝服务4.26%股权的股东之一，吴刚、陈景超、陈振华、张强也成为了间接股东。</p><p>对于这四名高管辞任的原因，蓝光嘉宝服务并没有做出解释。但2019年年报显示，宁波嘉乾持股比例仍为4.26%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>在管面积仅增18.3％，蓝光嘉宝上市首年人事大换血</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n在管面积仅增18.3％，蓝光嘉宝上市首年人事大换血\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-23 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202003230842397aec9c64&s=b><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：时代财经 黄银桥图片来源：图虫网赴港上市五个月之后，蓝光嘉宝服务交出了第一份上市成绩单。过去一年，蓝光嘉宝服务实现收入总额为21亿元，同比增长43.4%；毛利为7.6亿元，同比增长约56.2%；净利润为4.44亿元，同比增长约49.6%；公司拥有人应占利润为4.3亿元，同比增长约48.5%。尽管收入和利润的增长速度都明显低于碧桂园服务、雅生活服务等头部物业同行，但资本市场似乎对蓝光嘉宝服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202003230842397aec9c64&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bde7ae9d5c597eb01bbb4658f0573654","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202003230842397aec9c64&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2021980864","content_text":"作者：时代财经 黄银桥图片来源：图虫网赴港上市五个月之后，蓝光嘉宝服务交出了第一份上市成绩单。过去一年，蓝光嘉宝服务实现收入总额为21亿元，同比增长43.4%；毛利为7.6亿元，同比增长约56.2%；净利润为4.44亿元，同比增长约49.6%；公司拥有人应占利润为4.3亿元，同比增长约48.5%。尽管收入和利润的增长速度都明显低于碧桂园服务、雅生活服务等头部物业同行，但资本市场似乎对蓝光嘉宝服务颇为青睐。3月20日，蓝光嘉宝服务股价收报34.95港元/股，涨幅高达23.5%，领跑全行，同时结束了股价十日连跌的局面。JP摩根还将其目标价调为70港元/股。如同房企一样，规模始终是目前物业公司的关注重点。过去2019年，蓝光嘉宝服务合约面积增加58.8%至1.17亿平方米，但在管面积增长较为缓慢，增幅只有18.3%，达7170万平方米。据时代财经了解，蓝光嘉宝服务上市以来在扩张物业规模上只用了小部分资金。按照原计划，蓝光嘉宝服务15.31亿元IPO募资所得77%（11.79亿元）用于扩大规模，但截至2019年底，仅用了2400万元。目前蓝光嘉宝服务来自第三方开发商的在管面积已经大大超过内生式增长，前者为4261.1万平方米，后者为2910.6万平方米，但前者收入为5.52亿元，不如后者的5.86亿元。差距主要来自两者的平均物业管理费。于2019年度，蓝光嘉宝服务来自蓝光集团的住宅物业项目平均物业管理费为2.4元/平方米/月，独立第三方开发的住宅物业项目平均物业管理费仅为1.6元/平方米/元。进入2020年，蓝光嘉宝服务扩张速度有所加快。1月10日，该公司一口气与成都创艺物业有限公司、无锡东洲物业管理有限公司签署股权转让协议。通过100%股权的转让，成都创艺物业、无锡东洲物业两家公司将成为蓝光嘉宝服务的全资附属公司。不过，与大多数同行不同的是，蓝光嘉宝服务目前发展仍较为传统，并没有把触角延伸住宅以外的其他物业上。蓝光嘉宝服务物业管理费收缴率也较同行低，2019年收缴率为88%，而雅生活住宅项目（不包括收并购）的整体收缴率高达94.9%，碧桂园服务则为95.2%。过去一年，蓝光嘉宝服务在社区增值服务、信息技术系统维护及升级上投入更多，上市募资的额度已悉数用完，实际使用款项分别为7656.4万元、1.23亿元。2019年，蓝光嘉宝服务通过创新“嘉宝生活家”移动应用程序，为业主提供生活产品、家政服务和清洁、房屋装修和维护、固定资产管理等增值服务。受此影响，社区增值服务的收入同比增长了34.9%，达到4.49亿元，增速高于物业管理服务的26.6%。另一增长迅速的业务还有咨询服务，收入为5.11亿元，同比增长121%。该项目服务形式主要包括协销服务、物业承接查验服务及向物业管理公司提供咨询服务。蓝光嘉宝服务称，咨询服务将成为公司争取潜在物业委聘的优势，因为咨询服务可以帮助公司在物业开发项目的早期阶段与物业开发商建立及培养业务关系。因咨询服务及社区增值服务占比提升，蓝光嘉宝服务2019年的毛利率提升三个百分点至36.2%。物业管理服务、咨询服务、社区增值服务毛利率分别为28%、51.9%、34.4%。业绩之外，蓝光嘉宝服务上市以来还有一个突出变化，就是高管团队进行了一次大洗牌。在监事层面，王璐接替王小英成为新一任监事，李茹接棒赵扬，任职工代表监事。其次，在董事会层面，2019年10月18日上市时，蓝光嘉宝服务的执行董事包括姚敏、吴刚、陈景超三人，而最新披露名单中，吴刚、陈景超已经被刘侠、孙哲峰取代。职业经理人邹昊自2019年12月30日起担任联系总裁一职，此后又接连取代张强、陈振华，接任首席财务官、联席公司秘书及授权代表等职务。值得一提的是，上市之前，蓝光嘉宝服务还一度因为要挽留人才，而将吴刚、陈景超、陈振华、张强等人变为合伙人。2018年11月9日，为留住人才，蓝光嘉宝服务通过了一份股权激励计划，为促进该计划的实施，蓝光嘉宝服务的股本从1.23亿元增至1.29亿元，额外增加的出资548.6万元由宁波嘉乾企业管理合伙企业（有限合伙）支付。彼时，董事长姚敏为宁波嘉乾普通合伙人，两名高级管理人员张志军及李丽娟以及另一名当时雇员为有限合伙人，两名执行董事吴刚及陈景超、三名高级管理人员陈振华、张强及吕良海以及三名其他雇员则为宁波嘉乾的额外有限合伙人。宁波嘉乾的注资金额已于2018年12月3日付清，出资完成后，宁波嘉乾成为了持有蓝光嘉宝服务4.26%股权的股东之一，吴刚、陈景超、陈振华、张强也成为了间接股东。对于这四名高管辞任的原因，蓝光嘉宝服务并没有做出解释。但2019年年报显示，宁波嘉乾持股比例仍为4.26%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983408790,"gmtCreate":1583339171511,"gmtModify":1704349542537,"author":{"id":"3481316156901651","authorId":"3481316156901651","name":"苹果躺枪","avatar":"https://static.tigerbbs.com/604de422a7e3faa8a8c0c91e2a4c79a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481316156901651","authorIdStr":"3481316156901651"},"themes":[],"htmlText":"<a 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