贝壳:3Q收入超预期 4Q预期GTV快速反弹

华泰证券
22 Nov 2024

贝壳3Q 业绩:营收同比增长26.8%至226 亿元,高于VA 一致预期4.9%(下同)。GTV 同比提升12.5%至7368 亿元,低于预期1.6%。分业务看,存量房、新房、家装家居、租赁的营收同比分别变化-1.4%、30.9%、32.6%、118.4%。毛利率同比下滑4.7pct 至22.7%,主系存量房收入占比波动和固定薪酬上涨。经调整净利润同比下滑17.5%至17.8 亿,低于预期0.3%...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10