建滔集团（00148）今日盘中大跌5.04%，引发市场关注。消息面上，公司刚刚发布了2024年年报，这是其"退房"后的首份年报，显示公司业绩受到显著影响。
年报显示，建滔集团为碧桂园借款及富力地产债券计提信贷亏损拨备14.2亿港元，另对华东未售住宅计提减值拨备2.2亿港元。这些计提显著影响了公司的盈利表现。尽管如此，集团仍录得股东应占基本纯利16.22亿港元，但较去年同期明显下降。
此外，建滔集团的房地产业务在2024年表现低迷。年报显示，房地产部门因年内住宅物业交付量减少，物业销售营业额下降60%至5.167亿港元。房地产部门总营业额下降28%，至19.737亿港元。这些因素综合导致投资者对公司未来盈利能力产生担忧，进而引发股价下跌。分析人士指出，建滔集团退出内地商品房市场的决定，以及与碧桂园、富力地产的债务纠葛，可能会继续影响公司短期内的财务表现和市场表现。
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