周三早盘，贝壳（BEKE）股价出现大幅下跌，截至上午9点32分，跌幅达5.02%。这一显著跌幅主要源于公司最新发布的2024年财报未能达到市场预期，引发了投资者对其盈利能力的担忧。
根据贝壳发布的2024年财报，尽管公司全年净收入同比增长20.2%至935亿元人民币，但净利润同比下滑30.9%至40.65亿元人民币，大幅低于市场预期。特别是在2024年第四季度，公司的盈利能力表现欠佳，净利润同比下降14.9%，毛利率较上年同期下滑2.5个百分点至23.0%。
多家券商对贝壳的业绩表现给出了负面评价。高盛指出，预期贝壳股价对其第四季度财报表现会有初步负面反应，主要是由于盈利能力低于预期。花旗则下调了贝壳的目标价，并预计公司2025年第一季度的表现可能会令人失望。这些分析进一步加剧了市场对贝壳未来盈利能力的担忧，导致投资者信心受挫，从而引发了股价的大幅下跌。
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