智通财经APP获悉,贝壳-W(02423)午后跌超4%,截至发稿,跌3.8%,报48.1港元,成交额2487.9万港元。
消息面上,贝壳此前发布业绩,第三季度公司实现GTV交易总额7368亿元,同比增长12%,环比下滑12%;营业收入226亿元,同比增长27%,环比下滑3%。利润端,第三季度公司实现经调整归母净利润18亿元,同比下滑17%,环比下滑34%;经调整归母净利率7.9%,毛利率23%,同环比均回落。
浙商证券表示,市场保持良好的价格修复趋势。该行认为,12月重点城市新房成交面积月环比保持正增长。综合重点城市新房和二手房市场趋势判断,我们认为贝壳四季度新房和二手房GTV和收入增速可能会超预期。
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