贝壳-W2024年业绩公告点评:调结构提减值夯实基础 提份额稳费率迎接增长

东吴证券
20 Mar

事件:公司发布2024 年业绩公告,全年实现营收934.6 亿元,同比增长20.2%;经调整后净利润72.1 亿元,同比下降26.4%。营收稳定增长,毛利率下滑拖累业绩,费用率进一步压降。2024 年公司GTV 3.35 万亿元,同比正增6.6%,带动公司营收稳健增长。分业务类型看,2024 年公司存量房/新房/家装/房屋租赁/新兴业务分别实现营收282(同比+0.7%)/337(同比+10.1%...

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