11月22日,贝壳(BEKE)盘中股价大跌5.11%,一度失守12美元关口,引发市场广泛关注。据财报显示,贝壳第三季度净利润11.68亿元人民币,调整后净利润为17.82亿元,总收入226亿元人民币,同比增长26.8%,但均低于市场预期,这可能是其股价大跌的主要原因。
不过,贝壳核心业务依然保持增长。数据显示,第三季度贝壳旗下存量房、新房、家装家居等业务交易额均有不同程度上升。其中,存量房交易总额同比增长8.8%至4778亿元,新房交易同比增长18.4%至2276亿元,家装家居业务同比增长24.6%至41亿元。
对于后市,贝壳管理层对房地产市场回暖持谨慎乐观态度。自9月末以来的利好政策出台后,房地产交易有所回升,贝壳平台10月二手房交易单量也创单月新高。但贝壳表示,需持续观察这种回暖趋势是否具有持续性。总的来说,贝壳短期业绩的低于预期可能是引发股价大跌的主要原因,长期来看市场对其前景仍存乐观期待。
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