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Starmer's New-Found Love for Brexit Riles Up Labour Remainers_我的网站

一 |     　　在物业行业整体承压的背景下，碧桂园服务（06098.HK）于8月26日正式发布2026年中期业绩。这份财报，不仅是一组财务数字的更新，更是对2025年发布会上管理层“2026年净利润止跌回升”业绩指引的首次检验。    Britain's opposition leader has reignited the row in his party over leaving the European Union (EU) by insisting he could fix problems in the withdrawal agreement.,Sir Keir Starmer declared his new-found support for Brexit on Monday evening in a speech to the pro-EU think tank the Centre for European Reform — which was long on platitudes but short on detail.,He said a future Labour government under his leadership would not apply to re-join either the bloc, its single market, customs union or free-movement area — a snub to both the Europhile and pro-immigration wings of his party.,Instead he claimed he would be able to succeed where Prime Minister Boris Johnson's government has so far failed and negotiate changes to the Northern Ireland Protocol that has seen Brussels impose customs checks on goods moving between the British mainland and the exclave.,"We must sort out the Northern Ireland protocol. If you’re going to make Brexit work, that has to be the starting point," Starmer said.,He said he had spoken to businesspeople in Belfast and Dublin who said could "make it work" as "the solutions are there, the desire is there".,"What is lacking is trust," Starmer claimed, insisting that "Labour will change that" and "be the honest broker our countries need".,That echoed arguments by the current and previous Tory governments during talks with the European Commission on the protocol that there were technological means to avoid customs checks at the land border between Northern Ireland and the Republic of Ireland — which were dismissed out of hand by Brussels negotiators.,But Starmer's speech put him at odds with prominent Remainers inside and outside Labour.,Mayor of London Sadiq Khan said re-joining the EU single market would make the UK "more prosperous".,"Keir’s job is to be leader of the Labour Party, my job is to be the Mayor of London. That’ll mean on many occasions I agree with the Labour Party, on some occasions I may disagree," Khan said. "Londoners elected me to be their champion, their advocate. I believe that our city and our country’s future is best served being members of the Single Market.",Khan is one of the favourites to replace Starmer if he fails to win the next election or is forced to honour his pledge to resign if he is fined over the 'Beergate' scandal. The Durham Constabulary is set to announce the findings of its investigation this week.,Walthamstow MP Stella Creasy, chairwoman of the pro-EU Labour Movement for Europe, said Starmer's speech "finally opens the door to a different future with Europe" and that Starmer should ensure "nothing is off the table".,"Labour must show it understands our national interest lies in working with, not shouting at, our European counterparts," Creasy tweeted.,© Stella Creasy MP/TwitterTweet by Labour Party Walthamstow MP Stella CreasyTweet by Labour Party Walthamstow MP Stella Creasy© Stella Creasy MP/Twitter,The Green Party's sole MP Caroline Lucas, a constant critic of Brexit, accused Starmer of being "dishonest".,"You can't just 'make Brexit work'," Lucas tweeted, "when it’s clearly doing such damage. Pretending #Brexit can be positive is dishonest, plays into hands of Govt & undermines national interest. Instead, admit this is about damage limitation — don’t falsely claim to 'make it work'.",In June, Labour shadow minister for victims and youth justice Anna McMorrin told an online party meeting of her "hope" that the UK would re-join the single market in future.,Rift Brews Within Labour Party Amid Keir Starmer's Attempt to Ban MPs From Rail Strikes22 June, 12:38 GMT,'Starmer Sutra',One guest on GB News on Tuesday question the sincerity of Starmer's Damascene conversion to Brexit, saying the Labour leader had had "more positions than the Karma Sutra" on the issue.,Has Sir Keir Starmer taken more positions on Brexit than the Kama Sutra?! pic.twitter.com/SyE2Oa1A0q— GB News (@GBNEWS) July 5, 2022,Left-wing media users pointed out that it was Starmer's call at the 2019 Labour conference to re-run the 2016 EU membership referendum that lost the party around 50 safe seats in the northern 'Red Wall' — which he was trying to woo back with his speech on Monday — and handed Johnson a landslide victory in the election two months later.,The very moment Dennis Skinner knew he would lose his seat in Parliament. Watch closely. pic.twitter.com/VCImhoXYjZ— Tory Fibs (@ToryFibs) July 4, 2022。

二 | 　　财报数据显示，2026年上半年碧桂园服务实现营业收入245亿元，同比增长5.7%；归母核心净利润16.2亿元，同比增长3.2%，实现止跌回升。　　利润修复的底气，首先来自风险的出清。过去两年，商誉是悬在碧桂园服务头顶最大的不确定性。2025年，公司对满国环境剩余商誉全额计提减值约9.689亿元。彼时，公司首席财务官田田明确表示：“预计除满国环境外，其余其他历史收并购形成的商誉余额进一步减值的风险是可控的。”进入2026年，上半年未再有重大商誉减值事项。从主动排雷到轻装上阵，风险大致出清的信号已然明确。　　比利润修复更有说服力的，是公司用持续兑现承诺的实际行动。2025年3月，碧桂园服务宣布不低于5亿元的回购计划。截至2026年2月12日，公司累计回购87，996，000股，总代价约5.03亿元，全部完成注销。进入2026年，回购仍在继续。上半年已完成回购3499.5万股，回购金额约1.9亿元。　　在分红端，管理层再次表示，保持2026财年分红预期不低于15亿元。

三 | 回购与15亿分红共同构成了碧桂园服务“派息+回购”的股东回报策略。这不是一次性的市值管理动作，而是管理层以真金白银兑现“说到做到”承诺的持续性制度安排。市场投资机构对这一组合策略给予了积极评价。

四 | 摩根士丹利7月发布物业行业研报称，行业整体股息率平均约达6%，颇具吸引力，其中碧桂园服务和绿城服务尤为突出，分别高达9.5%和6.8%。　　利润修复只是起点，如何守住底盘才是更长远的考验。管理层在业绩发布会上透露，公司正以PARA战略夯实项目服务履约能力，将科技嵌入运营全链条，推动精细化运营从理念落地为日常，在稳固毛利率水平的同时，加速物业管理体系的智能化升级。　　深化精细化运营，关键在于项目健康度管理。 碧桂园服务以此为抓手，通过动态评估与分类施策，持续优化资产结构。上半年，公司超80%的低利项目利润实现提升，同时投入超4000万元用于低满意度项目的品质改进，业主满意度较2025年提升13个百分点。在有序退出50余个持续亏损项目的同时，公司新增签约并入场项目超过600个。“有进有退”之间，项目底盘更健康、更有韧性。 　　智能化升级则是系统性工程。 碧桂园服务正以“人+智能体+机器人+智能物联”四力并行的PARA协生模式，重塑服务流程。PARA不是又一套系统或硬件，而是重构物业服务生产关系的全新范式。据介绍，智能体构建了“24小时服务响应+决策辅助”核心能力，已深入运营收缴、外呼、工单等环节，驱动运营自动闭环；机器人承接保洁等日常高频标准作业，公司自主研发并量产的清洁机器人“零号居民”已落地服务超4700楼栋；AIoT应用则实现运营可感知、可分析、可管控，系统性地驱动降本增收与服务提效。在此基础上，PARA模式持续推动人的能力跃迁与价值回归，助力服务品质整体提升。以武汉碧桂园生态城·东境项目为例，PARA战略落地推动项目的业主满意度、收费率指标均实现两位数增长，充分体现了科技赋能对客户价值的可量化提升。　　规模底盘夯实的同时，社区增值服务加速向市场化转型，业主生活服务持续发挥引领作用，专业经营与资源管理业务协同推进，多元场景协同发力之下，增长空间进一步打开。上半年，碧桂园服务的社区增值服务收入约23.08亿元，同比增长约18.3%，占总收入比例约9.4%。从业务结构来看，零售、新能源、酒类等核心板块均录得可观增长，同比增幅分别为46%、48%及32%。两轮新能源充电桩业务在存量社区深耕与外部市场拓展两方面均取得显著突破。截至2026年6月30日，运营插座总数约83万个，服务覆盖社区超6035个，累计服务人次突破2.3亿次。

五 | 社区增值服务持续释放积极信号，展现出较强的经营韧性与客户粘性。　　综合看碧桂园服务此次中期报告，利润端呈现止跌迹象，精益运营深入推进，PARA协生模式进入落地阶段，市场拓展与社区增值服务亦取得积极进展。多维度经营信号叠加，交叉验证了公司此前的经营指引方向。分析人士认为，随着精益运营的持续深化与PARA战略的规模化落地，下半年经营动能有望进一步释放，全年利润止跌回升具备基本面支撑。责任编辑：刘万里 SF014。

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