港股异动 | 贝壳-W(02423)午后涨超3% 二手房成交显著回暖 公司四季度整体交易额有望较大幅度增长

智通财经
03 Dec 2024

智通财经APP获悉,贝壳-W(02423)午后涨超3%,截至发稿,涨3.56%,报50.85港元,成交额4310.45万港元。

消息面上,据每日经济新闻报道,在利好政策的密集推动下,不少城市11月的成交热度仍在持续。其中,11月深圳二手住宅网签7125套,创近4年以来新高;上海二手房成交量(含商业)达2.70万套,创44个月新高;北京二手房网签超1.8万套,创20个月新高;新一线城市中的杭州也在时隔19个月后,二手房再度挺近“万套时代”,达1.05万套。

第一上海指出,依然看好贝壳在“一体”业务稳健发展和行业渗透率的提升、以及“三翼”业务巩固公司穿越房地产后周期韧性的能力。展望四季度,受益于9月底以来出台的关于房地产信贷调整、交易税费调整、一线城市新一轮的限购松绑等政策,公司整体交易额有望迎来较大幅度增长,同时带动公司“一体”业务贡献利润率修复。公司拥有坚实的现金储备,并积极回馈股东。自22年9月回购专案启动以来,公司累计回购金额约14.9亿美元,回购股数占回购项目启动前已发行总股本约8.1%。

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