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　　贝壳-W（02423）早盘上涨4.56%，现报65.35港元，成交额4.99亿港元。

　　贝壳-W将于3月18日公布截至2024年12月31日止三个月的业绩。长江证券发布研报指出，公司市占率稳中有升，经营杠杆放大盈利弹性，客观来说行业到2030 年新房二手总GTV仍有提升空间，但增幅或相对有限，贝壳经纪主业真正增长点源自其市占率提升空间，2023 年其二手房、新房GTV 市占率分别为28.6%、9.7%。

　　该行认为，鉴于竞争优势、相对稀缺、潜在业绩弹性以及入通后的增量资金等因素，公司短期应当享有一定估值溢价。中长期角度，经纪业务份额仍有提升空间，家装、租赁可贡献潜在增长，数据资产具备较大价值弹性，公司属于战略配置品种。

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